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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
MOACM
126
Mutual of America Capital Management
New York
$5.17M +$48.3K +1,268 +1%
AB
127
Amalgamated Bank
New York
$5.12M +$372K +9,753 +8%
TFA
128
Toth Financial Advisory
Virginia
$5.1M +$667K +17,504 +16%
State of Tennessee, Department of Treasury
129
State of Tennessee, Department of Treasury
Tennessee
$5.08M +$362K +9,503 +8%
American Century Companies
130
American Century Companies
Missouri
$5.05M -$5.64K -148 -0.1%
CI
131
Cambiar Investors
Colorado
$5.05M -$3.02M -79,300 -39%
Treasurer of the State of North Carolina
132
Treasurer of the State of North Carolina
North Carolina
$5.03M -$102K -2,666 -2%
GC
133
Guggenheim Capital
Illinois
$4.98M +$532K +13,949 +13%
PFSRSONJ
134
Police & Firemen's Retirement System of New Jersey
New Jersey
$4.9M +$674K +17,678 +17%
Mitsubishi UFJ Trust & Banking
135
Mitsubishi UFJ Trust & Banking
Japan
$4.73M +$88.3K +2,316 +2%
TAF
136
Tredje AP-fonden
Sweden
$4.69M -$336K -8,824 -7%
HPC
137
HM Payson & Co
Maine
$4.65M +$10.3K +270 +0.2%
CMP
138
Coston McIsaac & Partners
Maine
$4.48M +$111K +2,909 +3%
Janney Montgomery Scott
139
Janney Montgomery Scott
Pennsylvania
$4.42M -$102K -2,671 -2%
CF
140
Covea Finance
France
$4.37M +$1.66M +43,600 +66%
QCM
141
Quantinno Capital Management
New York
$4.26M +$1.35M +35,436 +50%
HAI
142
Hennessy Advisors Inc
California
$4.24M -$610K -16,000 -13%
FNBTCON
143
First National Bank & Trust Co of Newtown
Pennsylvania
$4.23M -$71.6K -1,879 -2%
SLAM
144
Swiss Life Asset Management
$4.19M +$244K +6,395 +6%
Asset Management One
145
Asset Management One
Japan
$4.16M +$10.3K +271 +0.3%
AF
146
Advisornet Financial
Minnesota
$4.04M -$10.9K -285 -0.3%
Cambridge Investment Research Advisors
147
Cambridge Investment Research Advisors
Iowa
$4.04M +$168K +4,415 +5%
Thrivent Financial for Lutherans
148
Thrivent Financial for Lutherans
Minnesota
$4.03M -$1.47M -38,462 -28%
Brown Advisory
149
Brown Advisory
Maryland
$4.02M -$8.35K -219 -0.2%
HighTower Advisors
150
HighTower Advisors
Illinois
$4.02M +$181K +4,742 +5%