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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 %
BHWM
701
Bar Harbor Wealth Management
New Hampshire
– – -5,322 Closed
Kovitz Investment Group Partners
702
Kovitz Investment Group Partners
Illinois
– – -5,276 Closed
LWA
703
Ledgewood Wealth Advisors
New Hampshire
– – -5,206 Closed
SYBT
704
Stock Yards Bank & Trust
Kentucky
– – -5,205 Closed
UF
705
Univest Financial
Pennsylvania
– – -5,179 Closed
CCM
706
Coldstream Capital Management
Washington
– – -4,487 Closed
SWM
707
Spire Wealth Management
Virginia
– – -3,075 Closed
PIS
708
POM Investment Strategies
North Carolina
– – -1,843 Closed
SFG
709
Stonebridge Financial Group
Pennsylvania
– – -1,665 Closed
OSNBOA
710
Old Second National Bank of Aurora
Illinois
– – -1,600 Closed
WT
711
Washington Trust
Rhode Island
– – -1,250 Closed
RTC
712
Riverview Trust Company
Washington
– – -1,154 Closed
QC
713
Quent Capital
New York
– – -1,030 Closed
ANBT
714
American National Bank & Trust
Texas
– – -882 Closed
PEAK6
715
PEAK6
Illinois
– – -748 Closed
SW
716
SVB Wealth
Massachusetts
– – -326 Closed
HCP
717
Hexagon Capital Partners
Arkansas
– – -160 Closed
A
718
AlphaQuest
New York
– – -152 Closed
TH
719
TCTC Holdings
Texas
– – -140 Closed
SCB
720
Saudi Central Bank
Saudi Arabia
– – -103 Closed
CWC
721
Carolinas Wealth Consulting
North Carolina
– – -69 Closed
HHGA
722
Halbert Hargrove Global Advisors
California
– – -60 Closed
SIM
723
Synergy Investment Management
Florida
– – -50 Closed
PIM
724
Plato Investment Management
Australia
– – -46 Closed
VWM
725
Valley Wealth Managers
New Jersey
– – -33 Closed
26 27 28
29
30