Essential Utilities
WTRG
680 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, 274 increasing their positions, 179 reducing their positions, and 78 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+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: 274 | Existing positions reduced: 179
41% more capital inflows, than outflows
Capital inflows: $968M | Capital outflows: $687M
10% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 78
2.44% more ownership
Funds ownership: 78.7% → 81.14% (+2.4%)
0% less funds holding
Funds holding: 683 → 680 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$133M |
| 2 |
Antipodes Partners
Royal Exchange,
Australia
|
+$122M |
| 3 |
BlackRock
New York
|
+$104M |
| 4 |
Nordea Investment Management
Stockholm,
Sweden
|
+$69.5M |
| 5 |
Goldman Sachs
New York
|
+$47.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pictet Asset Management
Carouge,
Switzerland
|
-$58.7M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$47.2M |
| 3 |
TIA
Tandem Investment Advisors
Charleston,
South Carolina
|
-$42.7M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
-$40.7M |
| 5 |
Amundi
Paris,
France
|
-$33.8M |
WTRG Hedge Fund Activity: Q3 2025 in Review
680 of the 7,647 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities (WTRG) for Q3 2025, worth a combined $9.08B — up 11% from $8.2B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new WTRG positions and 78 closed out — a net gain of 8 holders — while 274 added to existing stakes and 179 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $133M. The largest seller was Pictet Asset Management, cutting an estimated $58.7M.
- 680 institutional investors held Essential Utilities (WTRG) as of Q3 2025, down from 683 in Q2 2025.
- Funds reported $9.08B of Essential Utilities stock for Q3 2025, up 11% quarter-over-quarter.
- 86 funds opened new Essential Utilities positions in Q3 2025 and 78 closed out, a net change of +8 holders.
- The largest Essential Utilities buyer in Q3 2025 was JP Morgan Chase, an estimated $133M added.
- The largest Essential Utilities seller in Q3 2025 was Pictet Asset Management, an estimated $58.7M sold.
Based on aggregated 13F filings for Q3 2025.