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Essential Utilities

692 hedge funds and large institutions have $8.66B invested in Essential Utilities in 2025 Q4 according to their latest regulatory filings, with 110 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: $9.08B → $8.66B (-$421M)

1.35% less ownership

Funds ownership: 81.14%79.79% (-1.4%)

11% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 232

Holders
692
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
SAM
226
Secure Asset Management
Michigan
$1.93M
BCIM
227
British Columbia Investment Management
British Columbia, Canada
$1.91M
SCM
228
Shelton Capital Management
Colorado
$1.83M
URS
229
Utah Retirement Systems
Utah
$1.77M
Connor, Clark & Lunn Investment Management (CC&L)
230
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.76M
HA
231
Heartland Advisors
Wisconsin
$1.74M
JFG
232
Jefferies Financial Group
New York
$1.74M
IMPI
233
Ilmarinen Mutual Pension Insurance
Finland
$1.73M
SFA
234
Sequoia Financial Advisors
Ohio
$1.71M
M&T Bank
235
M&T Bank
New York
$1.67M
GAM
236
Generali Asset Management
Italy
$1.63M
X
237
Xponance
Pennsylvania
$1.62M
Victory Capital Management
238
Victory Capital Management
Texas
$1.62M
Northwestern Mutual Wealth Management
239
Northwestern Mutual Wealth Management
Wisconsin
$1.62M
VPIM
240
Vanguard Personalized Indexing Management
California
$1.6M
WCBA
241
Weaver C. Barksdale & Associates
Tennessee
$1.54M
RCM
242
Radnor Capital Management
Pennsylvania
$1.54M
TI
243
Tidal Investments
Wisconsin
$1.51M
AF
244
AGP Franklin
Tennessee
$1.49M
Carson Wealth (CWM LLC)
245
Carson Wealth (CWM LLC)
Nebraska
$1.47M
CHAM
246
Clear Harbor Asset Management
Connecticut
$1.44M
VI
247
Versor Investments
New York
$1.43M
OSAM
248
O'Shaughnessy Asset Management
Connecticut
$1.43M
RBI
249
Raiffeisen Bank International
Austria
$1.42M
WIC
250
Water Island Capital
New York
$1.41M