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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
TFA
126
Toth Financial Advisory
Virginia
$5.1M
State of Tennessee, Department of Treasury
127
State of Tennessee, Department of Treasury
Tennessee
$5.08M
American Century Companies
128
American Century Companies
Missouri
$5.05M
CI
129
Cambiar Investors
Colorado
$5.05M
Treasurer of the State of North Carolina
130
Treasurer of the State of North Carolina
North Carolina
$5.03M
GC
131
Guggenheim Capital
Illinois
$4.98M
PFSRSONJ
132
Police & Firemen's Retirement System of New Jersey
New Jersey
$4.9M
Mitsubishi UFJ Trust & Banking
133
Mitsubishi UFJ Trust & Banking
Japan
$4.73M
TAF
134
Tredje AP-fonden
Sweden
$4.69M
HPC
135
HM Payson & Co
Maine
$4.65M
CMP
136
Coston McIsaac & Partners
Maine
$4.48M
Janney Montgomery Scott
137
Janney Montgomery Scott
Pennsylvania
$4.42M
CF
138
Covea Finance
France
$4.37M
QCM
139
Quantinno Capital Management
New York
$4.26M
HAI
140
Hennessy Advisors Inc
California
$4.24M
FNBTCON
141
First National Bank & Trust Co of Newtown
Pennsylvania
$4.23M
Asset Management One
142
Asset Management One
Japan
$4.16M
AF
143
Advisornet Financial
Minnesota
$4.04M
Cambridge Investment Research Advisors
144
Cambridge Investment Research Advisors
Iowa
$4.04M
Thrivent Financial for Lutherans
145
Thrivent Financial for Lutherans
Minnesota
$4.03M
Brown Advisory
146
Brown Advisory
Maryland
$4.02M
HighTower Advisors
147
HighTower Advisors
Illinois
$4.02M
Vontobel Holding
148
Vontobel Holding
Switzerland
$3.97M
Citigroup
149
Citigroup
New York
$3.97M
SG
150
Sourcerock Group
Colorado
$3.96M