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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
Holocene Advisors
101
Holocene Advisors
New York
$7.11M +$2.01M +54,722 +44%
Nomura Asset Management
102
Nomura Asset Management
Japan
$7.1M -$2.2M -59,892 -25%
SEI Investments
103
SEI Investments
Pennsylvania
$7.09M +$267K +7,282 +4%
APG Asset Management
104
APG Asset Management
Netherlands
$7.09M -$963K -26,207 -12%
NIG
105
NFJ Investment Group
Texas
$6.98M -$535K -14,555 -8%
SAM
106
Storebrand Asset Management
Norway
$6.78M -$357K -9,722 -5%
Zurich Cantonal Bank
107
Zurich Cantonal Bank
Switzerland
$6.67M +$98.8K +2,689 +2%
VanEck Associates
108
VanEck Associates
New York
$6.64M +$647K +17,621 +12%
HAI
109
Hennessy Advisors Inc
California
$6.63M -$283K -7,700 -4%
BNP Paribas Financial Markets
110
BNP Paribas Financial Markets
France
$6.52M +$732K +19,942 +14%
Arrowstreet Capital
111
Arrowstreet Capital
Massachusetts
$6.32M +$5.87M +159,792 New
WFG
112
Wills Financial Group
Virginia
$6.14M -$54.9K -1,496 -1%
First Manhattan
113
First Manhattan
New York
$6.11M -$928K -25,272 -14%
TD Asset Management
114
TD Asset Management
Ontario, Canada
$6.08M -$833K -22,674 -13%
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$5.94M -$39K -1,062 -0.7%
AAS
116
Avantax Advisory Services
Texas
$5.93M +$239K +6,494 +5%
Aberdeen Group
117
Aberdeen Group
United Kingdom
$5.92M -$930K -25,311 -14%
State of Wisconsin Investment Board
118
State of Wisconsin Investment Board
Wisconsin
$5.81M +$12.3K +336 +0.2%
AI
119
Atom Investors
Texas
$5.68M +$4.77M +129,985 +946%
MIM
120
MetLife Investment Management
New Jersey
$5.55M -$78K -2,124 -1%
Axa
121
Axa
France
$5.54M -$9.14K -249 -0.2%
HPIA
122
Hamilton Point Investment Advisors
North Carolina
$5.29M +$89.1K +2,427 +2%
MOACM
123
Mutual of America Capital Management
New York
$5.14M -$126K -3,425 -3%
SAM
124
Synergy Asset Management
Washington
$5.09M -$708K -19,287 -13%
American Century Companies
125
American Century Companies
Missouri
$5.01M +$187K +5,085 +4%

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.