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Essential Utilities

678 hedge funds and large institutions have $8.19B invested in Essential Utilities in 2025 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 279 increasing their positions, 201 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:

1.36% less ownership

Funds ownership: 79.92%78.56% (-1.4%)

6% less capital invested

Capital invested by funds: $8.71B → $8.19B (-$520M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
678
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
OAM
201
Ostrum Asset Management
France
$2.44M
LA
202
LBP AM
France
$2.39M
FAF
203
Första AP-fonden
Sweden
$2.38M
ETC
204
Exchange Traded Concepts
Oklahoma
$2.38M
GIA
205
Gateway Investment Advisers
Ohio
$2.38M
AIM
206
Arcadia Investment Management
Michigan
$2.31M
SI
207
Stephens Inc
Arkansas
$2.27M
TAM
208
Trillium Asset Management
Massachusetts
$2.26M
DnB Asset Management
209
DnB Asset Management
Norway
$2.25M
N
210
Natixis
France
$2.2M
ACM
211
Aquatic Capital Management
Illinois
$2.2M
CP
212
CenterBook Partners
Connecticut
$2.19M
RAM
213
RWC Asset Management
United Kingdom
$2.17M
NMIMC
214
Northwestern Mutual Investment Management Company
Wisconsin
$2.14M
Nisa Investment Advisors
215
Nisa Investment Advisors
Missouri
$2.12M
Prudential Financial
216
Prudential Financial
New Jersey
$2.06M
BBA
217
BLB&B Advisors
Pennsylvania
$2.05M
Cetera Investment Advisers
218
Cetera Investment Advisers
Illinois
$1.99M
BA
219
Bridgewater Advisors
New York
$1.99M
WA
220
Waverly Advisors
Alabama
$1.98M
OPERF
221
Oregon Public Employees Retirement Fund
Oregon
$1.95M
FDCDDQ
222
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.94M
SAM
223
Synergy Asset Management
Washington
$1.93M
YCM
224
Yaupon Capital Management
New York
$1.86M
PCM
225
Polymer Capital Management
New York
$1.82M