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Essential Utilities

671 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, 278 increasing their positions, 199 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
671
Holders Change
Holders Change %
0%
% of All Funds
9%
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
278
Reduced
199
Closed
64
Calls
$14.5M
Puts
$5.67M
Net Calls
+$8.82M
Net Calls Change
+$3.54M
Name Holding Trade Value Shares
Change
Shares
Change %
UIA
651
Ulland Investment Advisors
Minnesota
$1K
OAJ
652
Ogorek Anthony Joseph
New York
$1K
NFSG
653
Newbridge Financial Services Group
Florida
$966
RF
654
Rossby Financial
Florida
$669
SIC
655
SJS Investment Consulting
Ohio
$558 -$595 -16 -52%
MEG
656
Millstone Evans Group
Colorado
$520
MCM
657
MV Capital Management
Maryland
$483 +$37 +1 +8%
PWM
658
Parkworth Wealth Management
California
$483 +$186 +5 +63%
HIA
659
HFM Investment Advisors
New Jersey
$446 +$223 +6 +100%
SHIM
660
Stone House Investment Management
Pennsylvania
$446 +$446 +12 New
BCMLT
661
Beacon Capital Management LLC (Tennessee)
Tennessee
$412 -$1.84K -49 -82%
BHWM
662
Bay Harbor Wealth Management
Maryland
$408 +$148 +4 +57%
WCM
663
WealthTrak Capital Management
Virginia
$372
ACA
664
American Capital Advisory
Idaho
$372 +$223 +6 +150%
FGC
665
Financial Gravity Companies
Texas
$371 +$371 +10 New
WA
666
Whipplewood Advisors
Colorado
$297 +$149 +4 +100%
LFA
667
LGT Financial Advisors
Texas
$149 +$149 +4 New
NSIM
668
North Star Investment Management
Illinois
$149 +$149 +4 New
RS
669
Rakuten Securities
Japan
$74 +$37 +1 +100%
Cohen & Steers
670
Cohen & Steers
New York
-$58.7M -1,485,550 Closed
CF
671
Corebridge Financial
Texas
-$11M -279,048 Closed
LOAMU
672
Lombard Odier Asset Management (USA)
New York
-$3.43M -86,879 Closed
Marshall Wace
673
Marshall Wace
United Kingdom
-$2.7M -68,342 Closed
Connor, Clark & Lunn Investment Management (CC&L)
674
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$2.66M -67,219 Closed
ICP
675
Ilex Capital Partners
United Kingdom
-$1.47M -37,177 Closed