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Essential Utilities

682 hedge funds and large institutions have $8.2B invested in Essential Utilities in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 285 increasing their positions, 200 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more call options, than puts

Call options by funds: $14.5M | Put options by funds: $5.67M

43% more repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 200

18% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 65

1% more funds holding

Funds holding: 678682 (+4)

2.17% less ownership

Funds ownership: 80.86%78.7% (-2.2%)

7% less capital invested

Capital invested by funds: $8.81B → $8.2B (-$608M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
682
Holders Change
+4
Holders Change %
+0.59%
% of All Funds
8.98%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
77
Increased
285
Reduced
200
Closed
65
Calls
$14.5M
Puts
$5.67M
Net Calls
+$8.82M
Net Calls Change
+$3.54M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$5.45M -$129K -3,311 -2%
DZ Bank
127
DZ Bank
Germany
$5.32M -$9.51M -244,177 -63%
NIG
128
NFJ Investment Group
Texas
$5.29M -$1.33M -34,050 -19%
State of Wisconsin Investment Board
129
State of Wisconsin Investment Board
Wisconsin
$5.27M -$199K -5,111 -3%
Thrivent Financial for Lutherans
130
Thrivent Financial for Lutherans
Minnesota
$5.18M +$510K +13,104 +10%
MIM
131
MetLife Investment Management
New Jersey
$5.17M -$42.9K -1,102 -0.8%
Korea Investment Corp
132
Korea Investment Corp
South Korea
$5.03M +$3.66M +93,900 +227%
SG Americas Securities
133
SG Americas Securities
New York
$4.99M -$4.66M -119,523 -47%
Renaissance Technologies
134
Renaissance Technologies
New York
$4.92M +$5.16M +132,469 New
SC
135
SummitTX Capital
Texas
$4.91M +$906K +23,265 +21%
HPIA
136
Hamilton Point Investment Advisors
North Carolina
$4.87M -$104K -2,673 -2%
TI
137
Trexquant Investment
Connecticut
$4.81M +$3.46M +88,886 +219%
Treasurer of the State of North Carolina
138
Treasurer of the State of North Carolina
North Carolina
$4.78M +$527K +13,535 +12%
MOACM
139
Mutual of America Capital Management
New York
$4.76M -$68.9K -1,770 -1%
American Century Companies
140
American Century Companies
Missouri
$4.7M -$1.01K -26 -0%
TAF
141
Tredje AP-fonden
Sweden
$4.69M
Baird Financial Group
142
Baird Financial Group
Wisconsin
$4.64M +$50.8K +1,304 +1%
AT
143
AMF Tjänstepension
Sweden
$4.61M +$724K +18,594 +18%
HAI
144
Hennessy Advisors Inc
California
$4.54M -$1.78M -45,600 -27%
AB
145
Amalgamated Bank
New York
$4.4M +$104K +2,681 +2%
State of Tennessee, Department of Treasury
146
State of Tennessee, Department of Treasury
Tennessee
$4.38M +$900K +23,097 +24%
Mitsubishi UFJ Trust & Banking
147
Mitsubishi UFJ Trust & Banking
Japan
$4.32M -$253K -6,491 -5%
HPC
148
HM Payson & Co
Maine
$4.32M +$14.6K +375 +0.3%
Janney Montgomery Scott
149
Janney Montgomery Scott
Pennsylvania
$4.22M -$303K -7,784 -6%
GC
150
Guggenheim Capital
Illinois
$4.12M +$916K +23,519 +27%

WTRG Hedge Fund Activity: Q2 2025 in Review

682 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities (WTRG) for Q2 2025, worth a combined $8.2B — down 6.9% from $8.81B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new WTRG positions and 65 closed out — a net gain of 12 holders — while 285 added to existing stakes and 200 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $97.9M. The largest seller was Canada Pension Plan Investment Board, cutting an estimated $389M.

  • 682 institutional investors held Essential Utilities (WTRG) as of Q2 2025, up from 678 in Q1 2025.
  • Funds reported $8.2B of Essential Utilities stock for Q2 2025, down 6.9% quarter-over-quarter.
  • 77 funds opened new Essential Utilities positions in Q2 2025 and 65 closed out, a net change of +12 holders.
  • The largest Essential Utilities buyer in Q2 2025 was Citadel Advisors, an estimated $97.9M added.
  • The largest Essential Utilities seller in Q2 2025 was Canada Pension Plan Investment Board, an estimated $389M sold.

Based on aggregated 13F filings for Q2 2025.