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Essential Utilities

678 hedge funds and large institutions have $8.19B invested in Essential Utilities in 2025 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 279 increasing their positions, 201 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

1.36% less ownership

Funds ownership: 79.92%78.56% (-1.4%)

6% less capital invested

Capital invested by funds: $8.71B → $8.19B (-$520M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
678
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.5M
Puts
$5.67M
Net Calls
Net Calls Change

Top Buyers

1 +$93.4M
2 +$57.2M
3 +$44.4M
4
Millennium Management
Millennium Management
New York
+$27.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$25.8M

Top Sellers

1 -$371M
2 -$58.7M
3 -$44.3M
4
Fidelity International
Fidelity International
Bermuda
-$24.7M
5
ACG
Aventail Capital Group
New York
-$19.6M
Name Holding Trade Value Shares
Change
Change in
Stake
TCA
651
Trifecta Capital Advisors
Illinois
$1.75K
PWA
652
Principia Wealth Advisory
Texas
$1.71K
CPG
653
Cornerstone Planning Group
New Jersey
$1.71K
BWL
654
Bogart Wealth LLC
Virginia
$1.53K
CH
655
Cromwell Holdings
Wyoming
$1.37K
DPW
656
DiNuzzo Private Wealth
Pennsylvania
$1.34K
RWM
657
Rialto Wealth Management
New York
$1K
OAJ
658
Ogorek Anthony Joseph
New York
$1K
UIA
659
Ulland Investment Advisors
Minnesota
$1K
NFSG
660
Newbridge Financial Services Group
Florida
$966
RF
661
Rossby Financial
Florida
$669
SIC
662
SJS Investment Consulting
Ohio
$558
MEG
663
Millstone Evans Group
Colorado
$520
MCM
664
MV Capital Management
Maryland
$483
PWM
665
Parkworth Wealth Management
California
$483
HIA
666
HFM Investment Advisors
New Jersey
$446
SHIM
667
Stone House Investment Management
Pennsylvania
$446
BCMLT
668
Beacon Capital Management LLC (Tennessee)
Tennessee
$412
BHWM
669
Bay Harbor Wealth Management
Maryland
$408
WCM
670
WealthTrak Capital Management
Virginia
$372
ACA
671
American Capital Advisory
Idaho
$372
FGC
672
Financial Gravity Companies
Texas
$371
WA
673
Whipplewood Advisors
Colorado
$297
LFA
674
LGT Financial Advisors
Texas
$149
NSIM
675
North Star Investment Management
Illinois
$149