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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
Pathstone Holdings
251
Pathstone Holdings
New Jersey
$1.39M
NAM
252
Nissay Asset Management
Japan
$1.37M
NA
253
NewEdge Advisors
Louisiana
$1.37M
IRC
254
Investors Research Corp
Georgia
$1.33M
NEI
255
Northwest & Ethical Investments
Ontario, Canada
$1.32M
SOAMC
256
Spirit of America Management Corp
New York
$1.32M
KCM
257
Kennedy Capital Management
Missouri
$1.31M
AI
258
Atria Investments
North Carolina
$1.31M
Pacer Advisors
259
Pacer Advisors
Pennsylvania
$1.3M
Neuberger Berman Group
260
Neuberger Berman Group
New York
$1.29M
CMP
261
Christine Messmer PC
Pennsylvania
$1.25M
PTC
262
Philadelphia Trust Company
Pennsylvania
$1.25M
PFA
263
Pathway Financial Advisers
Indiana
$1.22M
Focus Partners Wealth
264
Focus Partners Wealth
Massachusetts
$1.22M
VT
265
Vise Technologies
New York
$1.19M
AC
266
Addison Capital
Pennsylvania
$1.17M
Bank of Nova Scotia
267
Bank of Nova Scotia
Ontario, Canada
$1.17M
KAS
268
Kestra Advisory Services
Texas
$1.16M
CAPTRUST Financial Advisors
269
CAPTRUST Financial Advisors
North Carolina
$1.15M
MC
270
Moors & Cabot
Massachusetts
$1.15M
Credit Agricole
271
Credit Agricole
France
$1.15M
SOADOR
272
State of Alaska Department of Revenue
Alaska
$1.07M
JWCA
273
J.W. Cole Advisors
Florida
$1.07M
CA
274
Commerzbank Aktiengesellschaft
Germany
$1.05M
LF
275
Lee Financial
Texas
$1.04M