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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
VCM
701
Virtue Capital Management
Tennessee
FGP
702
Freestone Grove Partners
California
CPIG
703
Chicago Partners Investment Group
Illinois
PA
704
Profund Advisors
Maryland
IIA
705
ICW Investment Advisors
Arizona
IWC
706
Integrated Wealth Concepts
Massachusetts
CFG
707
Certior Financial Group
Pennsylvania
LBC
708
Lowe Brockenbrough & Co
Virginia
FFG
709
Fortem Financial Group
California
BHWM
710
Bar Harbor Wealth Management
New Hampshire
Kovitz Investment Group Partners
711
Kovitz Investment Group Partners
Illinois
LWA
712
Ledgewood Wealth Advisors
New Hampshire
SYBT
713
Stock Yards Bank & Trust
Kentucky
UF
714
Univest Financial
Pennsylvania
CCM
715
Coldstream Capital Management
Washington
SWM
716
Spire Wealth Management
Virginia
PIS
717
POM Investment Strategies
North Carolina
SFG
718
Stonebridge Financial Group
Pennsylvania
OSNBOA
719
Old Second National Bank of Aurora
Illinois
WT
720
Washington Trust
Rhode Island
RTC
721
Riverview Trust Company
Washington
QC
722
Quent Capital
New York
ANBT
723
American National Bank & Trust
Texas
PEAK6
724
PEAK6
Illinois
SW
725
SVB Wealth
Massachusetts