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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
EGM
201
Engineers Gate Manager
New York
$2.18M
BBA
202
BLB&B Advisors
Pennsylvania
$2.18M
BA
203
Bridgewater Advisors
New York
$2.12M
Prudential Financial
204
Prudential Financial
New Jersey
$2.1M
Mercer Global Advisors
205
Mercer Global Advisors
Colorado
$2.04M
Osaic Holdings
206
Osaic Holdings
Arizona
$1.98M
M&T Bank
207
M&T Bank
New York
$1.97M
Pacer Advisors
208
Pacer Advisors
Pennsylvania
$1.91M
SCM
209
Shelton Capital Management
Colorado
$1.9M
X
210
Xponance
Pennsylvania
$1.9M
SAM
211
Secure Asset Management
Michigan
$1.9M
Nisa Investment Advisors
212
Nisa Investment Advisors
Missouri
$1.88M
BHCM
213
Brevan Howard Capital Management
Jersey
$1.85M
IIM
214
INTECH Investment Management
Florida
$1.85M
URS
215
Utah Retirement Systems
Utah
$1.84M
CP
216
CenterBook Partners
Connecticut
$1.84M
WCBA
217
Weaver C. Barksdale & Associates
Tennessee
$1.8M
VLKIM
218
Van Lanschot Kempen Investment Management
Netherlands
$1.8M
FNC
219
First National Corp
Massachusetts
$1.76M
WSFS
220
Wilmington Savings Fund Society
Delaware
$1.7M
RBI
221
Raiffeisen Bank International
Austria
$1.69M
VPIM
222
Vanguard Personalized Indexing Management
California
$1.69M
Victory Capital Management
223
Victory Capital Management
Texas
$1.67M
SPIA
224
Steward Partners Investment Advisory
New York
$1.65M
Corient Private Wealth
225
Corient Private Wealth
Florida
$1.64M