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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
Natixis Advisors
101
Natixis Advisors
Massachusetts
$8.34M
Commonwealth Equity Services
102
Commonwealth Equity Services
Massachusetts
$8.3M
FNFDCM
103
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$8.25M
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$7.34M
Creative Planning
105
Creative Planning
Kansas
$7.28M
Aberdeen Group
106
Aberdeen Group
United Kingdom
$7.24M
DZ Bank
107
DZ Bank
Germany
$7.01M
APG Asset Management
108
APG Asset Management
Netherlands
$6.48M
WFG
109
Wills Financial Group
Virginia
$6.36M
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$6.18M
Holocene Advisors
111
Holocene Advisors
New York
$6.14M
TD Asset Management
112
TD Asset Management
Ontario, Canada
$6.08M
BNP Paribas Financial Markets
113
BNP Paribas Financial Markets
France
$6.02M
AAIS
114
ABN AMRO Investment Solutions
$5.96M
AIM
115
AXA Investment Managers
France
$5.94M
State of Wisconsin Investment Board
116
State of Wisconsin Investment Board
Wisconsin
$5.77M
MIM
117
MetLife Investment Management
New Jersey
$5.75M
First Manhattan
118
First Manhattan
New York
$5.62M
Zurich Cantonal Bank
119
Zurich Cantonal Bank
Switzerland
$5.56M
NIG
120
NFJ Investment Group
Texas
$5.36M
AA
121
ALPS Advisors
Colorado
$5.35M
Baird Financial Group
122
Baird Financial Group
Wisconsin
$5.3M
HPIA
123
Hamilton Point Investment Advisors
North Carolina
$5.26M
MOACM
124
Mutual of America Capital Management
New York
$5.17M
AB
125
Amalgamated Bank
New York
$5.12M