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Essential Utilities

678 hedge funds and large institutions have $9.08B invested in Essential Utilities in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 273 increasing their positions, 179 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

193% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $4.92M

53% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 179

11% more capital invested

Capital invested by funds: $8.2B → $9.08B (+$880M)

2.44% more ownership

Funds ownership: 78.7%81.14% (+2.4%)

9% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 79

1% less funds holding

Funds holding: 682678 (-4)

Holders
678
Holders Change
-4
Holders Change %
-0.59%
% of All Funds
8.9%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
86
Increased
273
Reduced
179
Closed
79
Calls
$14.4M
Puts
$4.92M
Net Calls
+$9.49M
Net Calls Change
+$674K
Name Holding Trade Value Shares
Change
Change in
Stake
OPERF
201
Oregon Public Employees Retirement Fund
Oregon
$2.25M +$152K +3,976 +8%
WA
202
Waverly Advisors
Alabama
$2.21M +$82.3K +2,160 +4%
Verition Fund Management
203
Verition Fund Management
Connecticut
$2.19M -$19.5M -510,533 -90%
EGM
204
Engineers Gate Manager
New York
$2.18M +$606K +15,886 +41%
BBA
205
BLB&B Advisors
Pennsylvania
$2.18M -$23.2K -608 -1%
NMERB
206
New Mexico Educational Retirement Board
New Mexico
$2.13M +$175K +4,600 +9%
BA
207
Bridgewater Advisors
New York
$2.12M +$8.54K +224 +0.4%
Prudential Financial
208
Prudential Financial
New Jersey
$2.1M -$48.4K -1,270 -2%
Mercer Global Advisors
209
Mercer Global Advisors
Colorado
$2.04M +$525K +13,784 +37%
Osaic Holdings
210
Osaic Holdings
Arizona
$1.98M +$489K +12,835 +35%
M&T Bank
211
M&T Bank
New York
$1.97M +$318K +8,339 +20%
Pacer Advisors
212
Pacer Advisors
Pennsylvania
$1.91M +$1.83M +47,957 New
SCM
213
Shelton Capital Management
Colorado
$1.9M
X
214
Xponance
Pennsylvania
$1.9M +$114K +2,987 +7%
SAM
215
Secure Asset Management
Michigan
$1.9M +$548K +14,384 +42%
Nisa Investment Advisors
216
Nisa Investment Advisors
Missouri
$1.88M -$381K -9,988 -17%
BHCM
217
Brevan Howard Capital Management
Jersey
$1.85M +$820K +21,516 +87%
IIM
218
INTECH Investment Management
Florida
$1.85M +$643K +16,863 +57%
URS
219
Utah Retirement Systems
Utah
$1.84M +$135K +3,534 +8%
CP
220
CenterBook Partners
Connecticut
$1.84M -$490K -12,861 -22%
WCBA
221
Weaver C. Barksdale & Associates
Tennessee
$1.8M -$110K -2,892 -6%
VLKIM
222
Van Lanschot Kempen Investment Management
Netherlands
$1.8M +$45.7K +1,199 +3%
FNC
223
First National Corp
Massachusetts
$1.76M -$85K -2,230 -5%
WSFS
224
Wilmington Savings Fund Society
Delaware
$1.7M -$129K -3,376 -7%
RBI
225
Raiffeisen Bank International
Austria
$1.69M +$518K +13,598 +46%