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Essential Utilities

671 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, 278 increasing their positions, 199 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
671
Holders Change
Holders Change %
0%
% of All Funds
9%
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
278
Reduced
199
Closed
64
Calls
$14.5M
Puts
$5.67M
Net Calls
+$8.82M
Net Calls Change
+$3.54M
Name Holding Trade Value Shares
Change
Shares
Change %
IWC
701
Integrated Wealth Concepts
Massachusetts
-$214K -5,409 Closed
CFG
702
Certior Financial Group
Pennsylvania
-$212K -5,360 Closed
LBC
703
Lowe Brockenbrough & Co
Virginia
-$211K -5,350 Closed
FFG
704
Fortem Financial Group
California
-$211K -5,329 Closed
BHWM
705
Bar Harbor Wealth Management
New Hampshire
-$210K -5,322 Closed
Kovitz Investment Group Partners
706
Kovitz Investment Group Partners
Illinois
-$209K -5,276 Closed
LWA
707
Ledgewood Wealth Advisors
New Hampshire
-$206K -5,206 Closed
SYBT
708
Stock Yards Bank & Trust
Kentucky
-$206K -5,205 Closed
UF
709
Univest Financial
Pennsylvania
-$205K -5,179 Closed
CCM
710
Coldstream Capital Management
Washington
-$177K -4,487 Closed
SWM
711
Spire Wealth Management
Virginia
-$122K -3,075 Closed
PIS
712
POM Investment Strategies
North Carolina
-$72.9K -1,843 Closed
SFG
713
Stonebridge Financial Group
Pennsylvania
-$65.8K -1,665 Closed
OSNBOA
714
Old Second National Bank of Aurora
Illinois
-$63.2K -1,600 Closed
WT
715
Washington Trust
Rhode Island
-$49.4K -1,250 Closed
RTC
716
Riverview Trust Company
Washington
-$45.6K -1,154 Closed
QC
717
Quent Capital
New York
-$40.7K -1,030 Closed
ANBT
718
American National Bank & Trust
Texas
-$34.9K -882 Closed
PEAK6
719
PEAK6
Illinois
-$29.6K -748 Closed
SW
720
SVB Wealth
Massachusetts
-$12.9K -326 Closed
HCP
721
Hexagon Capital Partners
Arkansas
-$6.33K -160 Closed
A
722
AlphaQuest
New York
-$6.01K -152 Closed
TH
723
TCTC Holdings
Texas
-$5.53K -140 Closed
SCB
724
Saudi Central Bank
Saudi Arabia
-$4.07K -103 Closed
CWC
725
Carolinas Wealth Consulting
North Carolina
-$2.73K -69 Closed