We are live on ! Find out more
WTRG icon

Essential Utilities

679 hedge funds and large institutions have $8.81B invested in Essential Utilities in 2025 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 244 increasing their positions, 206 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 46

96% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $5.48M

18% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 206

11% more capital invested

Capital invested by funds: $7.9B → $8.81B (+$904M)

9% more funds holding

Funds holding: 622679 (+57)

1.57% more ownership

Funds ownership: 79.29%80.86% (+1.6%)

Holders
679
Holders Change
+57
Holders Change %
+9.16%
% of All Funds
9.1%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
112
Increased
244
Reduced
206
Closed
46
Calls
$10.8M
Puts
$5.48M
Net Calls
+$5.28M
Net Calls Change
+$6.6M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
151
Toth Financial Advisory
Virginia
$3.67M +$220K +5,979 +7%
MSV
152
MN Services Vermogensbeheer
Netherlands
$3.65M -$371K -10,100 -10%
Cambridge Investment Research Advisors
153
Cambridge Investment Research Advisors
Iowa
$3.65M +$394K +10,718 +13%
PFSRSONJ
154
Police & Firemen's Retirement System of New Jersey
New Jersey
$3.61M +$26.1K +712 +0.8%
YCM
155
Yousif Capital Management
Michigan
$3.55M -$46K -1,253 -1%
GC
156
Guggenheim Capital
Illinois
$3.45M +$1.1M +29,816 +52%
LOAMU
157
Lombard Odier Asset Management (USA)
New York
$3.43M +$3.19M +86,879 New
FLPIM
158
F.L. Putnam Investment Management
Massachusetts
$3.38M +$3.14M +85,580 New
LF
159
Lansforsakringar Fondforvaltning
Sweden
$3.29M
RAM
160
Resona Asset Management
Japan
$3.25M +$204K +5,546 +7%
HSBC Holdings
161
HSBC Holdings
United Kingdom
$3.25M -$1.36M -36,903 -31%
Creative Planning
162
Creative Planning
Kansas
$3.14M -$70.4K -1,916 -2%
TYCC
163
Texas Yale Capital Corp
Florida
$3.13M +$83.4K +2,270 +3%
Comerica Bank
164
Comerica Bank
Texas
$3.1M -$342K -9,309 -11%
Ohio Public Employees Retirement System (OPERS)
165
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.06M -$329K -8,965 -10%
AA
166
ALPS Advisors
Colorado
$3.04M +$204K +5,551 +8%
Balyasny Asset Management
167
Balyasny Asset Management
Illinois
$3M +$2.79M +76,012 New
State of New Jersey Common Pension Fund D
168
State of New Jersey Common Pension Fund D
New Jersey
$3M -$74.7K -2,033 -3%
ASRS
169
Arizona State Retirement System
Arizona
$2.98M -$2.61K -71 -0.1%
AQR Capital Management
170
AQR Capital Management
Connecticut
$2.97M -$6.29M -171,143 -69%
II
171
IFM Investors
Australia
$2.94M -$571K -15,549 -17%
BFA
172
Benedict Financial Advisors
Georgia
$2.92M -$137K -3,718 -5%
JCM
173
Jacobi Capital Management
Pennsylvania
$2.89M +$193K +5,257 +8%
OAM
174
OP Asset Management
$2.85M +$2.64M +71,977 New
TRSOTSOK
175
Teachers Retirement System of the State of Kentucky
Kentucky
$2.84M

WTRG Hedge Fund Activity: Q1 2025 in Review

679 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities (WTRG) for Q1 2025, worth a combined $8.81B — up 11% from $7.9B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new WTRG positions and 46 closed out — a net gain of 66 holders — while 244 added to existing stakes and 206 trimmed.

The largest buyer was Maple-Brown Abbott, opening a new position worth an estimated $87.6M. The largest seller was Amundi, cutting an estimated $48.2M.

  • 679 institutional investors held Essential Utilities (WTRG) as of Q1 2025, up from 622 in Q4 2024.
  • Funds reported $8.81B of Essential Utilities stock for Q1 2025, up 11% quarter-over-quarter.
  • 112 funds opened new Essential Utilities positions in Q1 2025 and 46 closed out, a net change of +66 holders.
  • The largest Essential Utilities buyer in Q1 2025 was Maple-Brown Abbott, an estimated $87.6M added.
  • The largest Essential Utilities seller in Q1 2025 was Amundi, an estimated $48.2M sold.

Based on aggregated 13F filings for Q1 2025.