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Essential Utilities

682 hedge funds and large institutions have $8.2B invested in Essential Utilities in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 285 increasing their positions, 200 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more call options, than puts

Call options by funds: $14.5M | Put options by funds: $5.67M

43% more repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 200

18% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 65

1% more funds holding

Funds holding: 678682 (+4)

2.17% less ownership

Funds ownership: 80.86%78.7% (-2.2%)

7% less capital invested

Capital invested by funds: $8.81B → $8.2B (-$608M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
682
Holders Change
+4
Holders Change %
+0.59%
% of All Funds
8.98%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
77
Increased
285
Reduced
200
Closed
65
Calls
$14.5M
Puts
$5.67M
Net Calls
+$8.82M
Net Calls Change
+$3.54M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.27B +$60M +1,540,414 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.13B +$27M +693,988 +2%
State Street
3
State Street
Massachusetts
$481M -$7.63M -195,885 -1%
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$433M -$389M -10,000,000 -46%
Nordea Investment Management
5
Nordea Investment Management
Sweden
$264M -$8.49M -217,946 -3%
Amundi
6
Amundi
France
$219M +$5.72M +146,960 +3%
Pictet Asset Management
7
Pictet Asset Management
Switzerland
$198M -$46.5M -1,193,171 -18%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$175M +$6.75M +173,319 +4%
First Trust Advisors
9
First Trust Advisors
Illinois
$154M +$14.6K +375 +0%
Invesco
10
Invesco
Georgia
$130M -$669K -17,168 -0.5%
Legal & General Group
11
Legal & General Group
United Kingdom
$130M +$5.31M +136,270 +4%
Morgan Stanley
12
Morgan Stanley
New York
$123M +$3.06M +78,671 +2%
Northern Trust
13
Northern Trust
Illinois
$112M -$7.99M -205,173 -6%
UBS AM
14
UBS AM
Illinois
$106M +$16.1M +414,056 +17%
Citadel Advisors
15
Citadel Advisors
Florida
$105M +$97.9M +2,514,794 +824%
Norges Bank
16
Norges Bank
Norway
$102M +$20.3M +522,149 +23%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$99.5M +$278K +7,137 +0.3%
Macquarie Group
18
Macquarie Group
Australia
$99M +$12.7M +325,178 +14%
BTW
19
Boston Trust Walden
Massachusetts
$94.5M +$2.65M +68,072 +3%
CIMLRA
20
CBRE Investment Management Listed Real Assets
Pennsylvania
$87.7M +$7.55M +193,834 +9%
DPIM
21
Duff & Phelps Investment Management
Illinois
$79.6M -$10.6M -270,969 -11%
TIA
22
Tandem Investment Advisors
South Carolina
$76.9M +$978K +25,102 +1%
Charles Schwab
23
Charles Schwab
California
$75.5M -$2.78M -71,415 -3%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$74.3M +$5.31M +136,352 +7%
Ensign Peak Advisors
25
Ensign Peak Advisors
Utah
$67.8M +$5.99M +153,865 +9%

WTRG Hedge Fund Activity: Q2 2025 in Review

682 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities (WTRG) for Q2 2025, worth a combined $8.2B — down 6.9% from $8.81B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new WTRG positions and 65 closed out — a net gain of 12 holders — while 285 added to existing stakes and 200 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $97.9M. The largest seller was Canada Pension Plan Investment Board, cutting an estimated $389M.

  • 682 institutional investors held Essential Utilities (WTRG) as of Q2 2025, up from 678 in Q1 2025.
  • Funds reported $8.2B of Essential Utilities stock for Q2 2025, down 6.9% quarter-over-quarter.
  • 77 funds opened new Essential Utilities positions in Q2 2025 and 65 closed out, a net change of +12 holders.
  • The largest Essential Utilities buyer in Q2 2025 was Citadel Advisors, an estimated $97.9M added.
  • The largest Essential Utilities seller in Q2 2025 was Canada Pension Plan Investment Board, an estimated $389M sold.

Based on aggregated 13F filings for Q2 2025.