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Essential Utilities
WTRG

Overview Fund Activity

668 hedge funds and large institutions have $8.17B invested in Essential Utilities in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 277 increasing their positions, 197 reducing their positions, and 63 closing their positions.

Holders
668
Holders Change
-3
Holders Change %
-0.45%
% of All Funds
8.97%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
77
Increased
277
Reduced
197
Closed
63
Calls
$10.8M
Puts
$4.81M
Net Calls
+$5.97M
Net Calls Change
+$683K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$105M
2
BlackRock
2
BlackRock
New York
$1.27B
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$47.2M
4
Millennium Management
4
Millennium Management
New York
$29.6M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.13B

Top Sellers

1
Canada Pension Plan Investment Board
1
Canada Pension Plan Investment Board
Ontario, Canada
$433M
2
Cohen & Steers
2
Cohen & Steers
New York
$0
3
Pictet Asset Management
3
Pictet Asset Management
Switzerland
$198M
4
Fidelity International
4
Fidelity International
Bermuda
$65.3M
5
ACG
5
Aventail Capital Group
New York
$15.4M
Name Market Value Shares Shares
Change 		Shares
Change %
RF
651
Rossby Financial
Florida
$669 18 – –
SIC
652
SJS Investment Consulting
Ohio
$558 15 -16 -52%
MEG
653
Millstone Evans Group
Colorado
$520 14 – –
MCM
654
MV Capital Management
Maryland
$483 13 +1 +8%
PWM
655
Parkworth Wealth Management
California
$483 13 +5 +63%
HIA
656
HFM Investment Advisors
New Jersey
$446 12 +6 +100%
SHIM
657
Stone House Investment Management
Pennsylvania
$446 12 +12 New
BCMLT
658
Beacon Capital Management LLC (Tennessee)
Tennessee
$412 11 -49 -82%
BHWM
659
Bay Harbor Wealth Management
Maryland
$408 11 +4 +57%
WCM
660
WealthTrak Capital Management
Virginia
$372 10 – –
ACA
661
American Capital Advisory
Idaho
$372 10 +6 +150%
FGC
662
Financial Gravity Companies
Texas
$371 10 +10 New
WA
663
Whipplewood Advisors
Colorado
$297 8 +4 +100%
LFA
664
LGT Financial Advisors
Texas
$149 4 +4 New
NSIM
665
North Star Investment Management
Illinois
$149 4 +4 New
RS
666
Rakuten Securities
Japan
$74 2 +1 +100%
Cohen & Steers
667
Cohen & Steers
New York
– – -1,485,550 Closed
CF
668
Corebridge Financial
Texas
– – -279,048 Closed
LOAMU
669
Lombard Odier Asset Management (USA)
New York
– – -86,879 Closed
Marshall Wace
670
Marshall Wace
United Kingdom
– – -68,342 Closed
Connor, Clark & Lunn Investment Management (CC&L)
671
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– – -67,219 Closed
ICP
672
Ilex Capital Partners
United Kingdom
– – -37,177 Closed
FRM
673
Fox Run Management
Connecticut
– – -27,386 Closed
QCM
674
Qsemble Capital Management
New York
– – -18,974 Closed
USAA
675
United Services Automobile Association
Texas
– – -16,409 Closed
25 26
27
28 29