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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
CP
301
CenterBook Partners
Connecticut
$825K
APC
302
Aspire Private Capital
North Carolina
$812K
AWM
303
Axxcess Wealth Management
California
$808K
HIW
304
Holos Integrated Wealth
Pennsylvania
$791K
SAM
305
Securian Asset Management
Minnesota
$788K
KOC
306
Koss-Olinger Consulting
Florida
$788K
BBPWM
307
Blue Bell Private Wealth Management
Pennsylvania
$781K
CIBC Asset Management
308
CIBC Asset Management
Ontario, Canada
$777K
OQS
309
Occudo Quantitative Strategies
Florida
$773K
William Blair & Company
310
William Blair & Company
Illinois
$770K
SF
311
Summit Financial
New Jersey
$768K
FT
312
Fiduciary Trust
Massachusetts
$766K
CIBC Private Wealth Group
313
CIBC Private Wealth Group
Georgia
$765K
QCM
314
QRG Capital Management
Illinois
$761K
ACB
315
Aristotle Capital Boston
Massachusetts
$757K
PCM
316
Polymer Capital Management
New York
$754K
Federated Hermes
317
Federated Hermes
Pennsylvania
$745K
WANY
318
Wealthspire Advisors (New York)
New York
$744K
IMCOOI
319
Investment Management Corp of Ontario (IMCO)
Canada
$731K
CAM
320
Costello Asset Management
Pennsylvania
$731K
Mariner
321
Mariner
Kansas
$730K
PIM
322
Penobscot Investment Management
Massachusetts
$728K
GWCM
323
Godshalk Welsh Capital Management
Pennsylvania
$718K
BHCM
324
Brevan Howard Capital Management
Jersey
$717K
SFI
325
Siemens Fonds Invest
Germany
$716K