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Essential Utilities

676 hedge funds and large institutions have $9.07B invested in Essential Utilities in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 271 increasing their positions, 179 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: $ → $

2.44% more ownership

Funds ownership: 78.62%81.06% (+2.4%)

9% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 79

1% less funds holding

Funds holding: 680676 (-4)

Holders
676
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 +$133M
2 +$122M
3 +$104M
4
Nordea Investment Management
Nordea Investment Management
Sweden
+$69.5M
5
Goldman Sachs
Goldman Sachs
New York
+$47.8M

Top Sellers

1 -$58.7M
2 -$47.2M
3 -$42.7M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$40.7M
5
Amundi
Amundi
France
-$33.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
726
Stratos Wealth Partners
Ohio
KWA
727
Kingswood Wealth Advisors
California
NAS
728
Nicolet Advisory Services
Wisconsin
National Pension Service
729
National Pension Service
South Korea
BIG
730
Brooklyn Investment Group
New York
Group One Trading
731
Group One Trading
Illinois
VSQM
732
V-Square Quantitative Management
Illinois
TFIPS
733
Towarzystwo Funduszy Inwestycyjnych PZU SA
ACM
734
Aster Capital Management
United Arab Emirates
HT
735
Headlands Technologies
Illinois
KIM
736
Kestra Investment Management
Texas
TSMHT
737
Thurston Springer Miller Herd & Titak
Indiana
TPWA
738
Twin Peaks Wealth Advisors
California
NC
739
NewSquare Capital
Pennsylvania
FCG
740
Financial Connections Group
California
CB
741
CNB Bank
Pennsylvania
CIAM
742
Caitong International Asset Management
Hong Kong
AAS
743
Ameritas Advisory Services
Nebraska
GJIA
744
Glass Jacobson Investment Advisors
Maryland
KWM
745
Kiker Wealth Management
Georgia
CIA
746
Cape Investment Advisory
Georgia
AG
747
AmeriFlex Group
Nevada
MYIA
748
Mount Yale Investment Advisors
Colorado
TCA
749
Trifecta Capital Advisors
Illinois
BCMLT
750
Beacon Capital Management LLC (Tennessee)
Tennessee