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Essential Utilities

681 hedge funds and large institutions have $8.66B invested in Essential Utilities in 2025 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 206 increasing their positions, 230 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

5% less capital invested

Capital invested by funds: $9.07B → $8.66B (-$411M)

1.25% less ownership

Funds ownership: 81.06%79.8% (-1.3%)

10% less repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 230

Holders
681
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.9M
Puts
$2.19M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
226
Shelton Capital Management
Colorado
$1.83M
URS
227
Utah Retirement Systems
Utah
$1.77M
Connor, Clark & Lunn Investment Management (CC&L)
228
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.76M
HA
229
Heartland Advisors
Wisconsin
$1.74M
JFG
230
Jefferies Financial Group
New York
$1.74M
IMPI
231
Ilmarinen Mutual Pension Insurance
Finland
$1.73M
SFA
232
Sequoia Financial Advisors
Ohio
$1.71M
M&T Bank
233
M&T Bank
New York
$1.67M
GAM
234
Generali Asset Management
Italy
$1.63M
X
235
Xponance
Pennsylvania
$1.62M
Victory Capital Management
236
Victory Capital Management
Texas
$1.62M
Northwestern Mutual Wealth Management
237
Northwestern Mutual Wealth Management
Wisconsin
$1.62M
VPIM
238
Vanguard Personalized Indexing Management
California
$1.6M
WCBA
239
Weaver C. Barksdale & Associates
Tennessee
$1.54M
RCM
240
Radnor Capital Management
Pennsylvania
$1.54M
TI
241
Tidal Investments
Wisconsin
$1.51M
AF
242
AGP Franklin
Tennessee
$1.49M
Carson Wealth (CWM LLC)
243
Carson Wealth (CWM LLC)
Nebraska
$1.47M
CHAM
244
Clear Harbor Asset Management
Connecticut
$1.44M
VI
245
Versor Investments
New York
$1.43M
OSAM
246
O'Shaughnessy Asset Management
Connecticut
$1.43M
RBI
247
Raiffeisen Bank International
Austria
$1.42M
WIC
248
Water Island Capital
New York
$1.41M
SPIA
249
Steward Partners Investment Advisory
New York
$1.4M
CI
250
Capital Innovations
Wisconsin
$1.4M