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Essential Utilities

679 hedge funds and large institutions have $8.81B invested in Essential Utilities in 2025 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 244 increasing their positions, 206 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 46

96% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $5.48M

18% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 206

11% more capital invested

Capital invested by funds: $7.9B → $8.81B (+$904M)

9% more funds holding

Funds holding: 622679 (+57)

1.57% more ownership

Funds ownership: 79.29%80.86% (+1.6%)

Holders
679
Holders Change
+57
Holders Change %
+9.16%
% of All Funds
9.1%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
112
Increased
244
Reduced
206
Closed
46
Calls
$10.8M
Puts
$5.48M
Net Calls
+$5.28M
Net Calls Change
+$6.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.29B -$11.7M -318,095 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.17B -$12.8M -347,489 -1%
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$856M
State Street
4
State Street
Massachusetts
$520M +$4.54M +123,711 +0.9%
Nordea Investment Management
5
Nordea Investment Management
Sweden
$292M +$20.4M +556,354 +8%
Pictet Asset Management
6
Pictet Asset Management
Switzerland
$258M -$7.11M -193,616 -3%
Amundi
7
Amundi
France
$219M -$48.2M -1,312,889 -19%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$180M +$8.96M +243,901 +6%
First Trust Advisors
9
First Trust Advisors
Illinois
$164M +$33.7M +916,612 +28%
Invesco
10
Invesco
Georgia
$139M -$6.26M -170,568 -5%
Legal & General Group
11
Legal & General Group
United Kingdom
$133M +$5.03M +136,955 +4%
Morgan Stanley
12
Morgan Stanley
New York
$128M -$540K -14,715 -0.5%
Northern Trust
13
Northern Trust
Illinois
$127M -$4.14M -112,776 -3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$106M -$2.17M -59,004 -2%
BTW
15
Boston Trust Walden
Massachusetts
$97.9M +$12.9M +349,904 +16%
UBS AM
16
UBS AM
Illinois
$96.4M +$3.38M +92,112 +4%
Fidelity International
17
Fidelity International
Bermuda
$95.7M +$19.6M +533,448 +28%
DPIM
18
Duff & Phelps Investment Management
Illinois
$95.4M +$119K +3,235 +0.1%
MBA
19
Maple-Brown Abbott
Australia
$94.3M +$87.6M +2,384,087 New
Macquarie Group
20
Macquarie Group
Australia
$92.5M -$5.38M -146,582 -6%
Norges Bank
21
Norges Bank
Norway
$88.3M -$21.7M -591,338 -21%
CIMLRA
22
CBRE Investment Management Listed Real Assets
Pennsylvania
$85.7M +$4.55M +123,786 +6%
Charles Schwab
23
Charles Schwab
California
$83.2M +$1.17M +31,909 +2%
TIA
24
Tandem Investment Advisors
South Carolina
$80.8M +$674K +18,353 +0.9%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$73.7M +$9.64M +262,604 +16%

WTRG Hedge Fund Activity: Q1 2025 in Review

679 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities (WTRG) for Q1 2025, worth a combined $8.81B — up 11% from $7.9B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new WTRG positions and 46 closed out — a net gain of 66 holders — while 244 added to existing stakes and 206 trimmed.

The largest buyer was Maple-Brown Abbott, opening a new position worth an estimated $87.6M. The largest seller was Amundi, cutting an estimated $48.2M.

  • 679 institutional investors held Essential Utilities (WTRG) as of Q1 2025, up from 622 in Q4 2024.
  • Funds reported $8.81B of Essential Utilities stock for Q1 2025, up 11% quarter-over-quarter.
  • 112 funds opened new Essential Utilities positions in Q1 2025 and 46 closed out, a net change of +66 holders.
  • The largest Essential Utilities buyer in Q1 2025 was Maple-Brown Abbott, an estimated $87.6M added.
  • The largest Essential Utilities seller in Q1 2025 was Amundi, an estimated $48.2M sold.

Based on aggregated 13F filings for Q1 2025.