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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
BlackRock
1
BlackRock
New York
$1.47B +$104M +2,716,715 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.25B +$32M +838,450 +3%
State Street
3
State Street
Massachusetts
$542M +$24.5M +641,743 +5%
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$465M
Nordea Investment Management
5
Nordea Investment Management
Sweden
$354M +$69.5M +1,822,306 +25%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$203M +$14.4M +378,236 +8%
Amundi
7
Amundi
France
$190M -$33.8M -887,949 -16%
First Trust Advisors
8
First Trust Advisors
Illinois
$164M -$1.96M -51,329 -1%
JP Morgan Chase
9
JP Morgan Chase
New York
$162M +$133M +3,479,762 +588%
Invesco
10
Invesco
Georgia
$157M +$16.3M +427,169 +12%
Pictet Asset Management
11
Pictet Asset Management
Switzerland
$152M -$58.7M -1,541,038 -29%
Morgan Stanley
12
Morgan Stanley
New York
$146M +$13.2M +347,474 +10%
Macquarie Group
13
Macquarie Group
Australia
$141M +$33.1M +867,089 +33%
Legal & General Group
14
Legal & General Group
United Kingdom
$139M -$83.5K -2,191 -0.1%
AP
15
Antipodes Partners
Australia
$128M +$122M +3,211,203 New
Northern Trust
16
Northern Trust
Illinois
$126M +$5.77M +151,427 +5%
CIMLRA
17
CBRE Investment Management Listed Real Assets
Pennsylvania
$110M +$15M +393,961 +17%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$108M +$1.14M +29,904 +1%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$106M +$25.2M +661,115 +33%
BTW
20
Boston Trust Walden
Massachusetts
$105M +$3.05M +80,102 +3%
Citadel Advisors
21
Citadel Advisors
Florida
$100M -$11.9M -313,118 -11%
UBS AM
22
UBS AM
Illinois
$94.8M -$18.2M -476,821 -17%
DPIM
23
Duff & Phelps Investment Management
Illinois
$87.9M +$2.28M +59,730 +3%
Charles Schwab
24
Charles Schwab
California
$81M -$119K -3,118 -0.2%
Goldman Sachs
25
Goldman Sachs
New York
$78.1M +$47.8M +1,255,017 +178%