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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
SPIA
251
Steward Partners Investment Advisory
New York
$1.4M
CI
252
Capital Innovations
Wisconsin
$1.4M
Pathstone Holdings
253
Pathstone Holdings
New Jersey
$1.39M
NAM
254
Nissay Asset Management
Japan
$1.37M
NA
255
NewEdge Advisors
Louisiana
$1.37M
IRC
256
Investors Research Corp
Georgia
$1.33M
NEI
257
Northwest & Ethical Investments
Ontario, Canada
$1.32M
SOAMC
258
Spirit of America Management Corp
New York
$1.32M
OAM
259
OP Asset Management
$1.31M
KCM
260
Kennedy Capital Management
Missouri
$1.31M
AI
261
Atria Investments
North Carolina
$1.31M
Pacer Advisors
262
Pacer Advisors
Pennsylvania
$1.3M
Neuberger Berman Group
263
Neuberger Berman Group
New York
$1.29M
CMP
264
Christine Messmer PC
Pennsylvania
$1.25M
PTC
265
Philadelphia Trust Company
Pennsylvania
$1.25M
PFA
266
Pathway Financial Advisers
Indiana
$1.22M
Focus Partners Wealth
267
Focus Partners Wealth
Massachusetts
$1.22M
VT
268
Vise Technologies
New York
$1.19M
AC
269
Addison Capital
Pennsylvania
$1.17M
Bank of Nova Scotia
270
Bank of Nova Scotia
Ontario, Canada
$1.17M
KAS
271
Kestra Advisory Services
Texas
$1.16M
CAPTRUST Financial Advisors
272
CAPTRUST Financial Advisors
North Carolina
$1.15M
MC
273
Moors & Cabot
Massachusetts
$1.15M
Credit Agricole
274
Credit Agricole
France
$1.15M
SOADOR
275
State of Alaska Department of Revenue
Alaska
$1.07M