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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
Norges Bank
1
Norges Bank
Norway
$102M
2
Citadel Advisors
2
Citadel Advisors
Florida
$105M
3
BlackRock
3
BlackRock
New York
$1.27B
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$47.2M
5
Millennium Management
5
Millennium Management
New York
$29.6M

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 %
AC
676
Allstate Corporation
Illinois
– – -16,111 Closed
IMRF
677
Illinois Municipal Retirement Fund
Illinois
– – -12,828 Closed
OQS
678
Occudo Quantitative Strategies
Florida
– – -11,524 Closed
HWM
679
HB Wealth Management
Georgia
– – -11,303 Closed
Pacer Advisors
680
Pacer Advisors
Pennsylvania
– – -11,240 Closed
Voloridge Investment Management
681
Voloridge Investment Management
Florida
– – -10,652 Closed
PCM
682
Penserra Capital Management
California
– – -9,961 Closed
ASN
683
Advisory Services Network
Georgia
– – -8,594 Closed
QT
684
Quantbot Technologies
New York
– – -8,513 Closed
ECM
685
Evergreen Capital Management
Washington
– – -8,016 Closed
JF
686
Jump Financial
Illinois
– – -7,612 Closed
BBVA
687
Banco Bilbao Vizcaya Argentaria
Spain
– – -6,673 Closed
Walleye Capital
688
Walleye Capital
New York
– – -6,517 Closed
MA
689
MONECO Advisors
Connecticut
– – -6,267 Closed
TC
690
TownSquare Capital
Utah
– – -6,195 Closed
YIA
691
YHB Investment Advisors
Connecticut
– – -6,185 Closed
VCM
692
Virtue Capital Management
Tennessee
– – -6,039 Closed
FGP
693
Freestone Grove Partners
California
– – -5,811 Closed
CPIG
694
Chicago Partners Investment Group
Illinois
– – -5,599 Closed
PA
695
Profund Advisors
Maryland
– – -5,468 Closed
IIA
696
ICW Investment Advisors
Arizona
– – -5,430 Closed
IWC
697
Integrated Wealth Concepts
Massachusetts
– – -5,409 Closed
CFG
698
Certior Financial Group
Pennsylvania
– – -5,360 Closed
LBC
699
Lowe Brockenbrough & Co
Virginia
– – -5,350 Closed
FFG
700
Fortem Financial Group
California
– – -5,329 Closed
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