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Essential Utilities

672 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, 267 increasing their positions, 180 reducing their positions, and 80 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: $ → $

2.4% more ownership

Funds ownership: 78.65%81.04% (+2.4%)

8% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 80

1% less funds holding

Funds holding: 680672 (-8)

Holders
672
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
AF
104
Allworth Financial
California
$7.47M
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$7.34M
Creative Planning
106
Creative Planning
Kansas
$7.28M
Aberdeen Group
107
Aberdeen Group
United Kingdom
$7.24M
DZ Bank
108
DZ Bank
Germany
$7.01M
APG Asset Management
109
APG Asset Management
Netherlands
$6.48M
WFG
110
Wills Financial Group
Virginia
$6.36M
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$6.18M
Holocene Advisors
112
Holocene Advisors
New York
$6.14M
TD Asset Management
113
TD Asset Management
Ontario, Canada
$6.08M
BNP Paribas Financial Markets
114
BNP Paribas Financial Markets
France
$6.02M
AAIS
115
ABN AMRO Investment Solutions
$5.96M
AIM
116
AXA Investment Managers
France
$5.94M
State of Wisconsin Investment Board
117
State of Wisconsin Investment Board
Wisconsin
$5.77M
MIM
118
MetLife Investment Management
New Jersey
$5.75M
First Manhattan
119
First Manhattan
New York
$5.62M
Zurich Cantonal Bank
120
Zurich Cantonal Bank
Switzerland
$5.56M
NIG
121
NFJ Investment Group
Texas
$5.36M
AA
122
ALPS Advisors
Colorado
$5.35M
Baird Financial Group
123
Baird Financial Group
Wisconsin
$5.3M
HPIA
124
Hamilton Point Investment Advisors
North Carolina
$5.26M
MOACM
125
Mutual of America Capital Management
New York
$5.17M