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Essential Utilities

662 hedge funds and large institutions have $9.05B invested in Essential Utilities in 2025 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 263 increasing their positions, 176 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

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 capital invested

Capital invested by funds: $ → $

2.36% more ownership

Funds ownership: 78.53%80.89% (+2.4%)

8% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 79

2% less funds holding

Funds holding: 677662 (-15)

Holders
662
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.4M
Puts
$4.92M
Net Calls
Net Calls Change

Top Buyers

1 +$139M
2 +$128M
3 +$108M
4
Nordea Investment Management
Nordea Investment Management
Sweden
+$71.9M
5
Goldman Sachs
Goldman Sachs
New York
+$50.1M

Top Sellers

1 -$61.5M
2 -$47.2M
3 -$44.7M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$42.6M
5
Amundi
Amundi
France
-$35.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GF
51
Gabelli Funds
New York
$23.1M
Sumitomo Mitsui Trust Group
52
Sumitomo Mitsui Trust Group
Japan
$23M
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$22.7M
COPPSERS
54
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$22.4M
Canada Life
55
Canada Life
Manitoba, Canada
$22M
N
56
Nuveen
North Carolina
$21.6M
FLPIM
57
F.L. Putnam Investment Management
Massachusetts
$20.5M
BBL
58
Beck Bode LLC
Massachusetts
$19.6M
AllianceBernstein
59
AllianceBernstein
Tennessee
$19.6M
JGUA
60
John G. Ullman & Associates
New York
$18.6M
ACG
61
Aventail Capital Group
New York
$18.1M
Aviva
62
Aviva
United Kingdom
$17.3M
Jones Financial Companies
63
Jones Financial Companies
Missouri
$17.1M
TAM
64
Thematics Asset Management
France
$16.5M
Nomura Asset Management
65
Nomura Asset Management
Japan
$16M
SPS
66
Susquehanna Portfolio Strategies
Pennsylvania
$15.9M
Ameriprise
67
Ameriprise
Minnesota
$15.9M
Public Employees Retirement Association of Colorado
68
Public Employees Retirement Association of Colorado
Colorado
$15.8M
Swedbank
69
Swedbank
Sweden
$14.9M
DRZID
70
DePrince Race & Zollo Inc (DRZ)
Florida
$14.7M
HA
71
Heartland Advisors
Wisconsin
$14.7M
Manulife (Manufacturers Life Insurance)
72
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.8M
LPL Financial
73
LPL Financial
California
$13.8M
DekaBank Deutsche Girozentrale
74
DekaBank Deutsche Girozentrale
Germany
$13.7M
Retirement Systems of Alabama
75
Retirement Systems of Alabama
Alabama
$13.5M