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Essential Utilities

671 hedge funds and large institutions have $8.17B invested in Essential Utilities in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 278 increasing their positions, 199 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
671
Holders Change
Holders Change %
0%
% of All Funds
9%
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
278
Reduced
199
Closed
64
Calls
$14.5M
Puts
$5.67M
Net Calls
+$8.82M
Net Calls Change
+$3.54M
Name Holding Trade Value Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$1.27B +$57.2M +1,540,414 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.13B +$25.8M +693,988 +2%
State Street
3
State Street
Massachusetts
$481M -$7.28M -195,885 -1%
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$433M -$371M -10,000,000 -46%
Nordea Investment Management
5
Nordea Investment Management
Sweden
$264M -$8.04M -217,946 -3%
Amundi
6
Amundi
France
$219M +$5.71M +146,960 +3%
Pictet Asset Management
7
Pictet Asset Management
Switzerland
$198M -$44.3M -1,193,171 -18%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$175M +$6.42M +173,319 +4%
First Trust Advisors
9
First Trust Advisors
Illinois
$154M +$13.9K +375 +0%
Invesco
10
Invesco
Georgia
$130M -$638K -17,168 -0.5%
Legal & General Group
11
Legal & General Group
United Kingdom
$130M +$5.06M +136,270 +4%
Morgan Stanley
12
Morgan Stanley
New York
$123M +$2.92M +78,671 +2%
Northern Trust
13
Northern Trust
Illinois
$112M -$7.62M -205,173 -6%
UBS AM
14
UBS AM
Illinois
$106M +$15.4M +414,056 +17%
Citadel Advisors
15
Citadel Advisors
Florida
$105M +$93.4M +2,514,794 +824%
Norges Bank
16
Norges Bank
Norway
$102M +$102M +2,755,714 New
Bank of New York Mellon
17
Bank of New York Mellon
New York
$99.5M +$265K +7,137 +0.3%
Macquarie Group
18
Macquarie Group
Australia
$99M +$12.1M +325,178 +14%
BTW
19
Boston Trust Walden
Massachusetts
$94.5M +$2.53M +68,072 +3%
CIMLRA
20
CBRE Investment Management Listed Real Assets
Pennsylvania
$87.7M +$7.2M +193,834 +9%
DPIM
21
Duff & Phelps Investment Management
Illinois
$79.6M -$10.1M -270,969 -11%
TIA
22
Tandem Investment Advisors
South Carolina
$76.9M +$932K +25,102 +1%
Charles Schwab
23
Charles Schwab
California
$75.5M -$2.65M -71,415 -3%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$74.3M +$5.06M +136,352 +7%
Ensign Peak Advisors
25
Ensign Peak Advisors
Utah
$67.8M +$5.71M +153,865 +9%