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Essential Utilities

676 hedge funds and large institutions have $8.18B invested in Essential Utilities in 2025 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 278 increasing their positions, 200 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

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 first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

1.38% less ownership

Funds ownership: 79.91%78.53% (-1.4%)

6% less capital invested

Capital invested by funds: $8.7B → $8.18B (-$522M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
676
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.5M
Puts
$5.67M
Net Calls
Net Calls Change

Top Buyers

1 +$93.4M
2 +$57.2M
3 +$44.4M
4
Millennium Management
Millennium Management
New York
+$27.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$25.8M

Top Sellers

1 -$371M
2 -$58.7M
3 -$44.3M
4
Fidelity International
Fidelity International
Bermuda
-$24.7M
5
ACG
Aventail Capital Group
New York
-$19.6M
Name Holding Trade Value Shares
Change
Change in
Stake
NIG
126
NFJ Investment Group
Texas
$5.29M
State of Wisconsin Investment Board
127
State of Wisconsin Investment Board
Wisconsin
$5.27M
Thrivent Financial for Lutherans
128
Thrivent Financial for Lutherans
Minnesota
$5.18M
MIM
129
MetLife Investment Management
New Jersey
$5.17M
Korea Investment Corp
130
Korea Investment Corp
South Korea
$5.03M
SG Americas Securities
131
SG Americas Securities
New York
$4.99M
Renaissance Technologies
132
Renaissance Technologies
New York
$4.92M
SC
133
SummitTX Capital
Texas
$4.91M
HPIA
134
Hamilton Point Investment Advisors
North Carolina
$4.87M
TI
135
Trexquant Investment
Connecticut
$4.81M
Treasurer of the State of North Carolina
136
Treasurer of the State of North Carolina
North Carolina
$4.78M
MOACM
137
Mutual of America Capital Management
New York
$4.76M
American Century Companies
138
American Century Companies
Missouri
$4.7M
TAF
139
Tredje AP-fonden
Sweden
$4.69M
Baird Financial Group
140
Baird Financial Group
Wisconsin
$4.64M
AT
141
AMF Tjänstepension
Sweden
$4.61M
HAI
142
Hennessy Advisors Inc
California
$4.54M
AB
143
Amalgamated Bank
New York
$4.4M
State of Tennessee, Department of Treasury
144
State of Tennessee, Department of Treasury
Tennessee
$4.38M
Mitsubishi UFJ Trust & Banking
145
Mitsubishi UFJ Trust & Banking
Japan
$4.32M
HPC
146
HM Payson & Co
Maine
$4.32M
Janney Montgomery Scott
147
Janney Montgomery Scott
Pennsylvania
$4.22M
GC
148
Guggenheim Capital
Illinois
$4.12M
TFA
149
Toth Financial Advisory
Virginia
$4.1M
CMP
150
Coston McIsaac & Partners
Maine
$4.07M