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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 %
KF
676
Krilogy Financial
Missouri
– -$1.67M -45,969 Closed
UIM
677
USS Investment Management
United Kingdom
– -$1.27M -34,900 Closed
JE
678
JMAC Enterprises
Pennsylvania
– -$1.03M -28,357 Closed
EMPI
679
Elo Mutual Pension Insurance
Finland
– -$751K -20,672 Closed
O
680
Ossiam
France
– -$581K -15,993 Closed
AWS
681
Atria Wealth Solutions
New York
– -$504K -13,864 Closed
NWM
682
Northcape Wealth Management
New York
– -$489K -13,451 Closed
FCM
683
Fieldview Capital Management
Michigan
– -$390K -10,727 Closed
CW
684
Code Waechter
Florida
– -$366K -10,089 Closed
BFG
685
Bleakley Financial Group
New Jersey
– -$363K -10,006 Closed
LIM
686
Longfellow Investment Management
Massachusetts
– -$355K -9,767 Closed
EP
687
Edgestream Partners
New Jersey
– -$354K -9,744 Closed
WF
688
Welch & Forbes
Massachusetts
– -$322K -8,854 Closed
CDDEC
689
Caisse Des Depots Et Consignations
France
– -$311K -8,551 Closed
MC
690
Machina Capital
France
– -$302K -8,307 Closed
CWM
691
Congress Wealth Management
Massachusetts
– -$291K -8,020 Closed
FB
692
Fulton Bank
Pennsylvania
– -$288K -7,931 Closed
Capstone Investment Advisors
693
Capstone Investment Advisors
New York
– -$277K -7,625 Closed
AIM
694
Aigen Investment Management
New York
– -$246K -6,781 Closed
VF
695
Virtu Financial
New York
– -$245K -6,736 Closed
CIS
696
Custom Index Systems
New York
– -$225K -6,196 Closed
Rafferty Asset Management
697
Rafferty Asset Management
New York
– -$210K -5,770 Closed
SOW
698
State of Wyoming
Wyoming
– -$183K -5,030 Closed
BCWM
699
Bartlett & Co Wealth Management
Ohio
– -$54.5K -1,500 Closed
LC
700
Lindbrook Capital
California
– -$33K -909 Closed
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