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Essential Utilities

678 hedge funds and large institutions have $9.08B invested in Essential Utilities in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 273 increasing their positions, 179 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

193% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $4.92M

53% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 179

11% more capital invested

Capital invested by funds: $8.2B → $9.08B (+$880M)

2.44% more ownership

Funds ownership: 78.7%81.14% (+2.4%)

9% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 79

1% less funds holding

Funds holding: 682678 (-4)

Holders
678
Holders Change
-4
Holders Change %
-0.59%
% of All Funds
8.9%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
86
Increased
273
Reduced
179
Closed
79
Calls
$14.4M
Puts
$4.92M
Net Calls
+$9.49M
Net Calls Change
+$674K
Name Holding Trade Value Shares
Change
Change in
Stake
Natixis Advisors
101
Natixis Advisors
Massachusetts
$8.34M +$1.84M +48,174 +30%
Commonwealth Equity Services
102
Commonwealth Equity Services
Massachusetts
$8.3M +$6.33K +166 +0.1%
FNFDCM
103
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$8.25M +$118K +3,108 +2%
SAM
104
Storebrand Asset Management
Norway
$8.18M +$206K +5,409 +3%
AF
105
Allworth Financial
California
$7.47M -$189K -4,961 -3%
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$7.34M +$10.6K +277 +0.2%
Creative Planning
107
Creative Planning
Kansas
$7.28M -$573K -15,039 -8%
Aberdeen Group
108
Aberdeen Group
United Kingdom
$7.24M +$1.07M +28,087 +18%
DZ Bank
109
DZ Bank
Germany
$7.01M +$1.23M +32,282 +23%
APG Asset Management
110
APG Asset Management
Netherlands
$6.48M +$284K +7,444 +4%
WFG
111
Wills Financial Group
Virginia
$6.36M -$73.4K -1,925 -1%
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$6.18M +$302K +7,913 +5%
Holocene Advisors
113
Holocene Advisors
New York
$6.14M -$2.66M -69,656 -31%
TD Asset Management
114
TD Asset Management
Ontario, Canada
$6.08M +$172K +4,514 +3%
BNP Paribas Financial Markets
115
BNP Paribas Financial Markets
France
$6.02M -$6.11M -160,309 -52%
AAIS
116
ABN AMRO Investment Solutions
$5.96M -$2.71M -71,145 -32%
AIM
117
AXA Investment Managers
France
$5.94M +$5.67M +148,757 New
State of Wisconsin Investment Board
118
State of Wisconsin Investment Board
Wisconsin
$5.77M +$107K +2,796 +2%
MIM
119
MetLife Investment Management
New Jersey
$5.75M +$190K +4,979 +4%
First Manhattan
120
First Manhattan
New York
$5.62M -$448K -11,750 -8%
Zurich Cantonal Bank
121
Zurich Cantonal Bank
Switzerland
$5.56M -$1.4M -36,836 -21%
NIG
122
NFJ Investment Group
Texas
$5.36M -$308K -8,079 -6%
AA
123
ALPS Advisors
Colorado
$5.35M +$2.2M +57,689 +76%
Baird Financial Group
124
Baird Financial Group
Wisconsin
$5.3M +$306K +8,035 +6%
HPIA
125
Hamilton Point Investment Advisors
North Carolina
$5.26M +$30.5K +799 +0.6%