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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
PVI
276
Pine Valley Investments
New Jersey
$1.04M
SIAP
277
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.03M
VOYA Investment Management
278
VOYA Investment Management
Georgia
$1.02M
Public Employees Retirement Association of Colorado
279
Public Employees Retirement Association of Colorado
Colorado
$1.02M
WAP
280
Wealthcare Advisory Partners
Pennsylvania
$1.02M
Daiwa Securities Group
281
Daiwa Securities Group
Japan
$1.01M
AW
282
Apricus Wealth
South Carolina
$1.01M
QCG
283
Quadrant Capital Group
Ohio
$1.01M
RB
284
Rodgers Brothers
Pennsylvania
$1M
SMDAM
285
Sumitomo Mitsui DS Asset Management
Japan
$1M
OR
286
Olympiad Research
Connecticut
$1,000K
BC
287
Blackhill Capital
New Jersey
$999K
CFB
288
Cullen/Frost Bankers
Texas
$988K
CB
289
Community Bank
New York
$977K
CCM
290
Cullen Capital Management
New York
$967K
PAMP
291
Polar Asset Management Partners
Ontario, Canada
$959K
PWM
292
Perigon Wealth Management
California
$958K
Lido Advisors
293
Lido Advisors
California
$953K
AIM
294
Achmea Investment Management
Netherlands
$951K
KFI
295
Key Financial Inc
Pennsylvania
$913K
PCM
296
Prelude Capital Management
New York
$897K
KFG
297
Kingdom Financial Group
Arizona
$893K
NYLIM
298
New York Life Investment Management
New York
$882K
HTC
299
Haverford Trust Company
Pennsylvania
$847K
EI
300
Ethic Inc
New York
$835K