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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
RS
676
Rakuten Securities
Japan
$74
Cohen & Steers
677
Cohen & Steers
New York
CF
678
Corebridge Financial
Texas
LOAMU
679
Lombard Odier Asset Management (USA)
New York
Marshall Wace
680
Marshall Wace
United Kingdom
Connor, Clark & Lunn Investment Management (CC&L)
681
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
ICP
682
Ilex Capital Partners
United Kingdom
FRM
683
Fox Run Management
Connecticut
Schroder Investment Management Group
684
Schroder Investment Management Group
United Kingdom
QCM
685
Qsemble Capital Management
New York
USAA
686
United Services Automobile Association
Texas
AC
687
Allstate Corporation
Illinois
IMRF
688
Illinois Municipal Retirement Fund
Illinois
OQS
689
Occudo Quantitative Strategies
Florida
HWM
690
HB Wealth Management
Georgia
Pacer Advisors
691
Pacer Advisors
Pennsylvania
Voloridge Investment Management
692
Voloridge Investment Management
Florida
PCM
693
Penserra Capital Management
California
ASN
694
Advisory Services Network
Georgia
QT
695
Quantbot Technologies
New York
ECM
696
Evergreen Capital Management
Washington
JF
697
Jump Financial
Illinois
BBVA
698
Banco Bilbao Vizcaya Argentaria
Spain
Walleye Capital
699
Walleye Capital
New York
MA
700
MONECO Advisors
Connecticut