WTRG icon

Essential Utilities

672 hedge funds and large institutions have $9.07B invested in Essential Utilities in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 267 increasing their positions, 180 reducing their positions, and 80 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: $ → $

2.4% more ownership

Funds ownership: 78.65%81.04% (+2.4%)

8% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 80

1% less funds holding

Funds holding: 680672 (-8)

Holders
672
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
WA
201
Waverly Advisors
Alabama
$2.21M
Verition Fund Management
202
Verition Fund Management
Connecticut
$2.19M
EGM
203
Engineers Gate Manager
New York
$2.18M
BBA
204
BLB&B Advisors
Pennsylvania
$2.18M
NMERB
205
New Mexico Educational Retirement Board
New Mexico
$2.13M
BA
206
Bridgewater Advisors
New York
$2.12M
Prudential Financial
207
Prudential Financial
New Jersey
$2.1M
Mercer Global Advisors
208
Mercer Global Advisors
Colorado
$2.04M
Osaic Holdings
209
Osaic Holdings
Arizona
$1.98M
M&T Bank
210
M&T Bank
New York
$1.97M
Pacer Advisors
211
Pacer Advisors
Pennsylvania
$1.91M
SCM
212
Shelton Capital Management
Colorado
$1.9M
X
213
Xponance
Pennsylvania
$1.9M
SAM
214
Secure Asset Management
Michigan
$1.9M
Nisa Investment Advisors
215
Nisa Investment Advisors
Missouri
$1.88M
BHCM
216
Brevan Howard Capital Management
Jersey
$1.85M
IIM
217
INTECH Investment Management
Florida
$1.85M
URS
218
Utah Retirement Systems
Utah
$1.84M
CP
219
CenterBook Partners
Connecticut
$1.84M
WCBA
220
Weaver C. Barksdale & Associates
Tennessee
$1.8M
VLKIM
221
Van Lanschot Kempen Investment Management
Netherlands
$1.8M
FNC
222
First National Corp
Massachusetts
$1.76M
WSFS
223
Wilmington Savings Fund Society
Delaware
$1.7M
RBI
224
Raiffeisen Bank International
Austria
$1.69M
VPIM
225
Vanguard Personalized Indexing Management
California
$1.69M