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Essential Utilities
WTRG

Overview Fund Activity

671 hedge funds and large institutions have $8.7B invested in Essential Utilities in 2025 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 241 increasing their positions, 201 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
671
Holders Change
+54
Holders Change %
+8.75%
% of All Funds
9.11%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
113
Increased
241
Reduced
201
Closed
47
Calls
$10.8M
Puts
$5.48M
Net Calls
+$5.28M
Net Calls Change
+$6.6M

Top Buyers

1
MBA
Maple-Brown Abbott
Australia
+$94.3M
2
ACG
Aventail Capital Group
New York
+$37.2M
3
First Trust Advisors
First Trust Advisors
Illinois
+$36.2M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$30.6M
5
Nordea Investment Management
Nordea Investment Management
Sweden
+$22M

Top Sellers

1
Amundi
Amundi
France
-$52.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$51.4M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$29.2M
4
RBI
Raiffeisen Bank International
Austria
-$21M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$13.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
UIA
651
Ulland Investment Advisors
Minnesota
$1K – – –
OAJ
652
Ogorek Anthony Joseph
New York
$1K +$1K +33 New
HWP
653
Highline Wealth Partners
California
$791 +$791 +20 New
PWA
654
Principia Wealth Advisory
Texas
$755 +$717 +19 +1,900%
RF
655
Rossby Financial
Florida
$722 +$722 +18 New
CH
656
Cromwell Holdings
Wyoming
$712 +$712 +18 New
FGAM
657
Financial Gravity Asset Management
Texas
$712 +$712 +18 New
CPG
658
Cornerstone Planning Group
New Jersey
$614 +$614 +15 New
MEG
659
Millstone Evans Group
Colorado
$553 – – –
MCM
660
MV Capital Management
Maryland
$475 -$158 -4 -25%
WCM
661
WealthTrak Capital Management
Virginia
$396 +$396 +10 New
WA
662
Whipplewood Advisors
Colorado
$316 -$316 -4 -50%
PWM
663
Parkworth Wealth Management
California
$316 +$119 +3 +60%
BHWM
664
Bay Harbor Wealth Management
Maryland
$276 +$276 +7 New
HIA
665
HFM Investment Advisors
New Jersey
$238 +$238 +6 New
ACA
666
American Capital Advisory
Idaho
$159 +$159 +4 New
HNW
667
High Note Wealth
Minnesota
$119 – – –
MHR
668
Matthew Hamilton Rosenberg
$119 +$119 +3 New
TWD
669
True Wealth Design
Ohio
$80 -$520 -13 -87%
RS
670
Rakuten Securities
Japan
$40 -$80 -2 -67%
Norges Bank
671
Norges Bank
Norway
– -$103M -2,824,903 Closed
T. Rowe Price Investment Management
672
T. Rowe Price Investment Management
Maryland
– -$29.2M -802,660 Closed
N
673
Natixis
France
– -$4.9M -134,839 Closed
MF
674
Magnetar Financial
Illinois
– -$2.72M -74,894 Closed
SFI
675
Susquehanna Fundamental Investments
Pennsylvania
– -$2.4M -66,216 Closed
25 26
27
28 29