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