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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
TC
701
TownSquare Capital
Utah
YIA
702
YHB Investment Advisors
Connecticut
VCM
703
Virtue Capital Management
Tennessee
FGP
704
Freestone Grove Partners
California
CPIG
705
Chicago Partners Investment Group
Illinois
PA
706
Profund Advisors
Maryland
IIA
707
ICW Investment Advisors
Arizona
IWC
708
Integrated Wealth Concepts
Massachusetts
CFG
709
Certior Financial Group
Pennsylvania
LBC
710
Lowe Brockenbrough & Co
Virginia
FFG
711
Fortem Financial Group
California
BHWM
712
Bar Harbor Wealth Management
New Hampshire
Kovitz Investment Group Partners
713
Kovitz Investment Group Partners
Illinois
LWA
714
Ledgewood Wealth Advisors
New Hampshire
SYBT
715
Stock Yards Bank & Trust
Kentucky
UF
716
Univest Financial
Pennsylvania
CCM
717
Coldstream Capital Management
Washington
SWM
718
Spire Wealth Management
Virginia
PIS
719
POM Investment Strategies
North Carolina
SFG
720
Stonebridge Financial Group
Pennsylvania
OSNBOA
721
Old Second National Bank of Aurora
Illinois
WT
722
Washington Trust
Rhode Island
RTC
723
Riverview Trust Company
Washington
QC
724
Quent Capital
New York
ANBT
725
American National Bank & Trust
Texas