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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
AM
176
AGF Management
Ontario, Canada
$2.92M
JCM
177
Jacobi Capital Management
Pennsylvania
$2.9M
Comerica Bank
178
Comerica Bank
Texas
$2.88M
HSBC Holdings
179
HSBC Holdings
United Kingdom
$2.87M
PAG
180
Private Advisor Group
New Jersey
$2.85M
ASRS
181
Arizona State Retirement System
Arizona
$2.84M
AA
182
ALPS Advisors
Colorado
$2.83M
State of New Jersey Common Pension Fund D
183
State of New Jersey Common Pension Fund D
New Jersey
$2.82M
SEI Investments
184
SEI Investments
Pennsylvania
$2.82M
Wealth Enhancement Advisory Services
185
Wealth Enhancement Advisory Services
Minnesota
$2.75M
LSERS
186
Louisiana State Employees Retirement System
Louisiana
$2.7M
TRSOTSOK
187
Teachers Retirement System of the State of Kentucky
Kentucky
$2.67M
QCM
188
Quantinno Capital Management
New York
$2.65M
Citigroup
189
Citigroup
New York
$2.64M
CCIA
190
Campbell & Co Investment Adviser
Maryland
$2.63M
AIC
191
Aurora Investment Counsel
Georgia
$2.62M
II
192
IFM Investors
Australia
$2.6M
SOMRS
193
State of Michigan Retirement System
Michigan
$2.58M
AIP
194
Ameritas Investment Partners
Nebraska
$2.58M
AWCI
195
Alpine Woods Capital Investors
New York
$2.51M
Mariner
196
Mariner
Kansas
$2.51M
KCM
197
Kennedy Capital Management
Missouri
$2.46M
BFA
198
Benedict Financial Advisors
Georgia
$2.45M
CF
199
Covea Finance
France
$2.44M
OAM
200
Ostrum Asset Management
France
$2.44M