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Essential Utilities
WTRG

Overview Fund Activity

668 hedge funds and large institutions have $8.17B invested in Essential Utilities in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 277 increasing their positions, 197 reducing their positions, and 63 closing their positions.

Holders
668
Holders Change
-3
Holders Change %
-0.45%
% of All Funds
8.97%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
77
Increased
277
Reduced
197
Closed
63
Calls
$10.8M
Puts
$4.81M
Net Calls
+$5.97M
Net Calls Change
+$683K

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$102M
2
Citadel Advisors
2
Citadel Advisors
Florida
$105M
3
BlackRock
3
BlackRock
New York
$1.27B
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$47.2M
5
Millennium Management
5
Millennium Management
New York
$29.6M

Top Sellers

1
Canada Pension Plan Investment Board
1
Canada Pension Plan Investment Board
Ontario, Canada
$433M
2
Cohen & Steers
2
Cohen & Steers
New York
$0
3
Pictet Asset Management
3
Pictet Asset Management
Switzerland
$198M
4
Fidelity International
4
Fidelity International
Bermuda
$65.3M
5
ACG
5
Aventail Capital Group
New York
$15.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
101
Commonwealth Equity Services
Massachusetts
$7.72M 207,742 -36,225 -15%
CI
102
Cambiar Investors
Colorado
$7.64M 205,748 -38,581 -16%
FNFDCM
103
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$7.56M 203,603 +3,247 +2%
T. Rowe Price Associates
104
T. Rowe Price Associates
Maryland
$7.5M 201,888 +16,443 +9%
MAM
105
Magellan Asset Management
Australia
$7.4M 199,359 -1,070 -0.5%
Manulife (Manufacturers Life Insurance)
106
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.4M 199,208 -8,216 -4%
Creative Planning
107
Creative Planning
Kansas
$7.33M 197,391 +118,005 +149%
AF
108
Allworth Financial
California
$7.13M 192,104 +3,335 +2%
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$6.82M 183,699 +3,134 +2%
Nomura Asset Management
110
Nomura Asset Management
Japan
$6.75M 181,709 +2,000 +1%
Zurich Cantonal Bank
111
Zurich Cantonal Bank
Switzerland
$6.54M 176,159 +7,528 +4%
ZP
112
Zimmer Partners
New York
$6.5M 175,000 +175,000 New
VanEck Associates
113
VanEck Associates
New York
$6.22M 167,390 -563 -0.3%
AAS
114
Avantax Advisory Services
Texas
$6.12M 164,675 +14,729 +10%
WFG
115
Wills Financial Group
Virginia
$5.99M 161,408 +6,116 +4%
Natixis Advisors
116
Natixis Advisors
Massachusetts
$5.98M 160,894 +34,300 +27%
APG Asset Management
117
APG Asset Management
Netherlands
$5.8M 183,281 -10,422 -5%
Aberdeen Group
118
Aberdeen Group
United Kingdom
$5.76M 157,084 +6,674 +4%
Assenagon Asset Management
119
Assenagon Asset Management
Luxembourg
$5.7M 153,550 +57,087 +59%
First Manhattan
120
First Manhattan
New York
$5.67M 152,621 -2,000 -1%
TD Asset Management
121
TD Asset Management
Ontario, Canada
$5.5M 147,976 -5,868 -4%
AI
122
Atom Investors
Texas
$5.49M 147,774 +4,043 +3%
Axa
123
Axa
France
$5.47M 147,341 +7,119 +5%
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
$5.45M 146,873 -3,311 -2%
DZ Bank
125
DZ Bank
Germany
$5.32M 143,325 -244,177 -63%
3 4
5
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