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Essential Utilities

676 hedge funds and large institutions have $8.18B invested in Essential Utilities in 2025 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 278 increasing their positions, 200 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:

1.38% less ownership

Funds ownership: 79.91%78.53% (-1.4%)

6% less capital invested

Capital invested by funds: $8.7B → $8.18B (-$522M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

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