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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
JWCA
276
J.W. Cole Advisors
Florida
$1.07M
CA
277
Commerzbank Aktiengesellschaft
Germany
$1.05M
LF
278
Lee Financial
Texas
$1.04M
PVI
279
Pine Valley Investments
New Jersey
$1.04M
SIAP
280
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.03M
VOYA Investment Management
281
VOYA Investment Management
Georgia
$1.02M
Public Employees Retirement Association of Colorado
282
Public Employees Retirement Association of Colorado
Colorado
$1.02M
WAP
283
Wealthcare Advisory Partners
Pennsylvania
$1.02M
Daiwa Securities Group
284
Daiwa Securities Group
Japan
$1.01M
AW
285
Apricus Wealth
South Carolina
$1.01M
QCG
286
Quadrant Capital Group
Ohio
$1.01M
RB
287
Rodgers Brothers
Pennsylvania
$1M
SMDAM
288
Sumitomo Mitsui DS Asset Management
Japan
$1M
OR
289
Olympiad Research
Connecticut
$1,000K
BC
290
Blackhill Capital
New Jersey
$999K
CFB
291
Cullen/Frost Bankers
Texas
$988K
CB
292
Community Bank
New York
$977K
CCM
293
Cullen Capital Management
New York
$967K
PAMP
294
Polar Asset Management Partners
Ontario, Canada
$959K
PWM
295
Perigon Wealth Management
California
$958K
Lido Advisors
296
Lido Advisors
California
$953K
AIM
297
Achmea Investment Management
Netherlands
$951K
PNFS
298
PW Nova Financial Services
Pennsylvania
$924K
KFI
299
Key Financial Inc
Pennsylvania
$913K
PCM
300
Prelude Capital Management
New York
$897K