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Essential Utilities

679 hedge funds and large institutions have $8.81B invested in Essential Utilities in 2025 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 244 increasing their positions, 206 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 46

96% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $5.48M

18% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 206

11% more capital invested

Capital invested by funds: $7.9B → $8.81B (+$904M)

9% more funds holding

Funds holding: 622679 (+57)

1.57% more ownership

Funds ownership: 79.29%80.86% (+1.6%)

Holders
679
Holders Change
+57
Holders Change %
+9.16%
% of All Funds
9.1%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
112
Increased
244
Reduced
206
Closed
46
Calls
$10.8M
Puts
$5.48M
Net Calls
+$5.28M
Net Calls Change
+$6.6M
Name Holding Trade Value Shares
Change
Change in
Stake
GF
51
Gabelli Funds
New York
$21.8M
Sumitomo Mitsui Trust Group
52
Sumitomo Mitsui Trust Group
Japan
$21.2M +$1.09M +29,708 +6%
Wells Fargo
53
Wells Fargo
California
$20.7M -$1.6M -43,459 -8%
Verition Fund Management
54
Verition Fund Management
Connecticut
$20M +$3.83M +104,215 +26%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$19.7M +$4.02M +109,582 +28%
COPPSERS
56
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$19.1M +$149K +4,052 +0.8%
TAM
57
Thematics Asset Management
France
$17.5M
Public Employees Retirement Association of Colorado
58
Public Employees Retirement Association of Colorado
Colorado
$15.7M
DZ Bank
59
DZ Bank
Germany
$15.3M +$1.24M +33,830 +10%
Canada Life
60
Canada Life
Manitoba, Canada
$15.2M -$250K -6,807 -2%
DRZID
61
DePrince Race & Zollo Inc (DRZ)
Florida
$14.8M +$257K +7,002 +2%
Swedbank
62
Swedbank
Sweden
$14.6M +$2.68M +73,034 +25%
Ameriprise
63
Ameriprise
Minnesota
$14.5M +$240K +6,547 +2%
Retirement Systems of Alabama
64
Retirement Systems of Alabama
Alabama
$13.9M +$11.2K +305 +0.1%
DekaBank Deutsche Girozentrale
65
DekaBank Deutsche Girozentrale
Germany
$13.7M +$32.9K +895 +0.3%
Barclays
66
Barclays
United Kingdom
$13.5M -$3.71M -101,030 -23%
AllianceBernstein
67
AllianceBernstein
Tennessee
$13.4M -$175K -4,774 -1%
Raymond James Financial
68
Raymond James Financial
Florida
$13.2M +$4.8M +130,701 +64%
CS
69
Candriam SCA
Luxembourg
$13.2M -$554K -15,077 -4%
BNP Paribas Asset Management
70
BNP Paribas Asset Management
France
$13.1M -$240K -6,534 -2%
Fidelity Investments
71
Fidelity Investments
Massachusetts
$12.7M -$47.7M -1,299,975 -80%
Jones Financial Companies
72
Jones Financial Companies
Missouri
$12.5M +$2.83M +76,954 +32%
Citadel Advisors
73
Citadel Advisors
Florida
$12.1M +$11.2M +303,717 +19,223%
LPL Financial
74
LPL Financial
California
$11.7M +$251K +6,839 +2%
Stifel Financial
75
Stifel Financial
Missouri
$11.7M +$255K +6,949 +2%

WTRG Hedge Fund Activity: Q1 2025 in Review

679 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities (WTRG) for Q1 2025, worth a combined $8.81B — up 11% from $7.9B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new WTRG positions and 46 closed out — a net gain of 66 holders — while 244 added to existing stakes and 206 trimmed.

The largest buyer was Maple-Brown Abbott, opening a new position worth an estimated $87.6M. The largest seller was Amundi, cutting an estimated $48.2M.

  • 679 institutional investors held Essential Utilities (WTRG) as of Q1 2025, up from 622 in Q4 2024.
  • Funds reported $8.81B of Essential Utilities stock for Q1 2025, up 11% quarter-over-quarter.
  • 112 funds opened new Essential Utilities positions in Q1 2025 and 46 closed out, a net change of +66 holders.
  • The largest Essential Utilities buyer in Q1 2025 was Maple-Brown Abbott, an estimated $87.6M added.
  • The largest Essential Utilities seller in Q1 2025 was Amundi, an estimated $48.2M sold.

Based on aggregated 13F filings for Q1 2025.