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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
LA
201
LBP AM
France
$2.39M
FAF
202
Första AP-fonden
Sweden
$2.38M
ETC
203
Exchange Traded Concepts
Oklahoma
$2.38M
GIA
204
Gateway Investment Advisers
Ohio
$2.38M
AIM
205
Arcadia Investment Management
Michigan
$2.31M
SI
206
Stephens Inc
Arkansas
$2.27M
TAM
207
Trillium Asset Management
Massachusetts
$2.26M
DnB Asset Management
208
DnB Asset Management
Norway
$2.25M
N
209
Natixis
France
$2.2M
ACM
210
Aquatic Capital Management
Illinois
$2.2M
CP
211
CenterBook Partners
Connecticut
$2.19M
RAM
212
RWC Asset Management
United Kingdom
$2.17M
NMIMC
213
Northwestern Mutual Investment Management Company
Wisconsin
$2.14M
Nisa Investment Advisors
214
Nisa Investment Advisors
Missouri
$2.12M
Prudential Financial
215
Prudential Financial
New Jersey
$2.06M
BBA
216
BLB&B Advisors
Pennsylvania
$2.05M
Cetera Investment Advisers
217
Cetera Investment Advisers
Illinois
$1.99M
BA
218
Bridgewater Advisors
New York
$1.99M
WA
219
Waverly Advisors
Alabama
$1.98M
OPERF
220
Oregon Public Employees Retirement Fund
Oregon
$1.95M
FDCDDQ
221
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.94M
SAM
222
Synergy Asset Management
Washington
$1.93M
YCM
223
Yaupon Capital Management
New York
$1.86M
PCM
224
Polymer Capital Management
New York
$1.82M
NMERB
225
New Mexico Educational Retirement Board
New Mexico
$1.81M