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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
AWCI
176
Alpine Woods Capital Investors
New York
$3.02M
PAG
177
Private Advisor Group
New Jersey
$2.99M
FDCDDQ
178
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.98M
FAF
179
Första AP-fonden
Sweden
$2.97M
SOMRS
180
State of Michigan Retirement System
Michigan
$2.96M
JCM
181
Jacobi Capital Management
Pennsylvania
$2.9M
TRSOTSOK
182
Teachers Retirement System of the State of Kentucky
Kentucky
$2.87M
SG Americas Securities
183
SG Americas Securities
New York
$2.83M
AIC
184
Aurora Investment Counsel
Georgia
$2.81M
AIP
185
Ameritas Investment Partners
Nebraska
$2.81M
II
186
IFM Investors
Australia
$2.73M
PP
187
Prudential plc
United Kingdom
$2.73M
HI
188
Horizon Investments
North Carolina
$2.7M
DnB Asset Management
189
DnB Asset Management
Norway
$2.68M
AIM
190
Arcadia Investment Management
Michigan
$2.64M
KCM
191
Kennedy Capital Management
Missouri
$2.55M
NMIMC
192
Northwestern Mutual Investment Management Company
Wisconsin
$2.49M
ETC
193
Exchange Traded Concepts
Oklahoma
$2.38M
BFA
194
Benedict Financial Advisors
Georgia
$2.36M
RAM
195
RWC Asset Management
United Kingdom
$2.33M
EMPI
196
Elo Mutual Pension Insurance
Finland
$2.29M
Cerity Partners
197
Cerity Partners
New York
$2.27M
OPERF
198
Oregon Public Employees Retirement Fund
Oregon
$2.25M
WA
199
Waverly Advisors
Alabama
$2.21M
Verition Fund Management
200
Verition Fund Management
Connecticut
$2.19M