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Essential Utilities

682 hedge funds and large institutions have $8.2B invested in Essential Utilities in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 285 increasing their positions, 200 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more call options, than puts

Call options by funds: $14.5M | Put options by funds: $5.67M

43% more repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 200

18% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 65

1% more funds holding

Funds holding: 678682 (+4)

2.17% less ownership

Funds ownership: 80.86%78.7% (-2.2%)

7% less capital invested

Capital invested by funds: $8.81B → $8.2B (-$608M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
682
Holders Change
+4
Holders Change %
+0.59%
% of All Funds
8.98%
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
285
Reduced
200
Closed
65
Calls
$14.5M
Puts
$5.67M
Net Calls
+$8.82M
Net Calls Change
+$3.54M
Name Holding Trade Value Shares
Change
Change in
Stake
FGC
676
Financial Gravity Companies
Texas
$371 +$389 +10 New
WA
677
Whipplewood Advisors
Colorado
$297 +$156 +4 +100%
LFA
678
LGT Financial Advisors
Texas
$149 +$156 +4 New
NSIM
679
North Star Investment Management
Illinois
$149 +$156 +4 New
RS
680
Rakuten Securities
Japan
$74 +$39 +1 +100%
Cohen & Steers
681
Cohen & Steers
New York
-$58.7M -1,485,550 Closed
CF
682
Corebridge Financial
Texas
-$11M -279,048 Closed
LOAMU
683
Lombard Odier Asset Management (USA)
New York
-$3.43M -86,879 Closed
Marshall Wace
684
Marshall Wace
United Kingdom
-$2.7M -68,342 Closed
Connor, Clark & Lunn Investment Management (CC&L)
685
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$2.66M -67,219 Closed
ICP
686
Ilex Capital Partners
United Kingdom
-$1.47M -37,177 Closed
FRM
687
Fox Run Management
Connecticut
-$1.08M -27,386 Closed
Schroder Investment Management Group
688
Schroder Investment Management Group
United Kingdom
-$902K -22,946 Closed
QCM
689
Qsemble Capital Management
New York
-$750K -18,974 Closed
USAA
690
United Services Automobile Association
Texas
-$645K -16,409 Closed
AC
691
Allstate Corporation
Illinois
-$637K -16,111 Closed
IMRF
692
Illinois Municipal Retirement Fund
Illinois
-$507K -12,828 Closed
OQS
693
Occudo Quantitative Strategies
Florida
-$453K -11,524 Closed
HWM
694
HB Wealth Management
Georgia
-$447K -11,303 Closed
Pacer Advisors
695
Pacer Advisors
Pennsylvania
-$444K -11,240 Closed
Voloridge Investment Management
696
Voloridge Investment Management
Florida
-$421K -10,652 Closed
PCM
697
Penserra Capital Management
California
-$393K -9,961 Closed
ASN
698
Advisory Services Network
Georgia
-$340K -8,594 Closed
QT
699
Quantbot Technologies
New York
-$337K -8,513 Closed
ECM
700
Evergreen Capital Management
Washington
-$317K -8,016 Closed

WTRG Hedge Fund Activity: Q2 2025 in Review

682 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities (WTRG) for Q2 2025, worth a combined $8.2B — down 6.9% from $8.81B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new WTRG positions and 65 closed out — a net gain of 12 holders — while 285 added to existing stakes and 200 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $97.9M. The largest seller was Canada Pension Plan Investment Board, cutting an estimated $389M.

  • 682 institutional investors held Essential Utilities (WTRG) as of Q2 2025, up from 678 in Q1 2025.
  • Funds reported $8.2B of Essential Utilities stock for Q2 2025, down 6.9% quarter-over-quarter.
  • 77 funds opened new Essential Utilities positions in Q2 2025 and 65 closed out, a net change of +12 holders.
  • The largest Essential Utilities buyer in Q2 2025 was Citadel Advisors, an estimated $97.9M added.
  • The largest Essential Utilities seller in Q2 2025 was Canada Pension Plan Investment Board, an estimated $389M sold.

Based on aggregated 13F filings for Q2 2025.