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Essential Utilities

690 hedge funds and large institutions have $8.66B invested in Essential Utilities in 2025 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 207 increasing their positions, 232 reducing their positions, and 83 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 (-$416M)

1.3% less ownership

Funds ownership: 81.06%79.76% (-1.3%)

11% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 232

Holders
690
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
BCIM
226
British Columbia Investment Management
British Columbia, Canada
$1.91M
SCM
227
Shelton Capital Management
Colorado
$1.83M
URS
228
Utah Retirement Systems
Utah
$1.77M
Connor, Clark & Lunn Investment Management (CC&L)
229
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.76M
HA
230
Heartland Advisors
Wisconsin
$1.74M
JFG
231
Jefferies Financial Group
New York
$1.74M
IMPI
232
Ilmarinen Mutual Pension Insurance
Finland
$1.73M
SFA
233
Sequoia Financial Advisors
Ohio
$1.71M
M&T Bank
234
M&T Bank
New York
$1.67M
GAM
235
Generali Asset Management
Italy
$1.63M
X
236
Xponance
Pennsylvania
$1.62M
Victory Capital Management
237
Victory Capital Management
Texas
$1.62M
Northwestern Mutual Wealth Management
238
Northwestern Mutual Wealth Management
Wisconsin
$1.62M
VPIM
239
Vanguard Personalized Indexing Management
California
$1.6M
WCBA
240
Weaver C. Barksdale & Associates
Tennessee
$1.54M
RCM
241
Radnor Capital Management
Pennsylvania
$1.54M
TI
242
Tidal Investments
Wisconsin
$1.51M
AF
243
AGP Franklin
Tennessee
$1.49M
Carson Wealth (CWM LLC)
244
Carson Wealth (CWM LLC)
Nebraska
$1.47M
CHAM
245
Clear Harbor Asset Management
Connecticut
$1.44M
VI
246
Versor Investments
New York
$1.43M
OSAM
247
O'Shaughnessy Asset Management
Connecticut
$1.43M
RBI
248
Raiffeisen Bank International
Austria
$1.42M
WIC
249
Water Island Capital
New York
$1.41M
SPIA
250
Steward Partners Investment Advisory
New York
$1.4M