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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

306% more call options, than puts

Call options by funds: $8.9M | Put options by funds: $2.19M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

33% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 83

2% more funds holding

Funds holding: 678692 (+14)

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
+14
Holders Change %
+2.06%
% of All Funds
8.42%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
110
Increased
207
Reduced
232
Closed
83
Calls
$8.9M
Puts
$2.19M
Net Calls
+$6.71M
Net Calls Change
-$2.78M
Name Holding Trade Value Shares
Change
Change in
Stake
KFG
301
Kingdom Financial Group
Arizona
$893K +$916K +23,269 New
HIC
302
Hamrick Investment Counsel
Washington
$885K +$908K +23,066 New
NYLIM
303
New York Life Investment Management
New York
$882K -$157K -3,998 -15%
HTC
304
Haverford Trust Company
Pennsylvania
$847K
EI
305
Ethic Inc
New York
$835K -$146K -3,719 -15%
CP
306
CenterBook Partners
Connecticut
$825K -$965K -24,532 -53%
APC
307
Aspire Private Capital
North Carolina
$812K
AWM
308
Axxcess Wealth Management
California
$808K +$118 +3 +0%
HIW
309
Holos Integrated Wealth
Pennsylvania
$791K
SAM
310
Securian Asset Management
Minnesota
$788K -$17.9K -456 -2%
KOC
311
Koss-Olinger Consulting
Florida
$788K -$246K -6,243 -23%
BBPWM
312
Blue Bell Private Wealth Management
Pennsylvania
$781K -$71.8K -1,825 -8%
CIBC Asset Management
313
CIBC Asset Management
Ontario, Canada
$777K +$142K +3,600 +22%
OQS
314
Occudo Quantitative Strategies
Florida
$773K +$793K +20,142 New
William Blair & Company
315
William Blair & Company
Illinois
$770K -$78.7K -1,999 -9%
SF
316
Summit Financial
New Jersey
$768K +$1.57K +40 +0.2%
FT
317
Fiduciary Trust
Massachusetts
$766K -$6.92K -176 -0.9%
CIBC Private Wealth Group
318
CIBC Private Wealth Group
Georgia
$765K -$46K -1,170 -6%
QCM
319
QRG Capital Management
Illinois
$761K +$46.2K +1,173 +6%
ACB
320
Aristotle Capital Boston
Massachusetts
$757K -$36.3K -922 -4%
PCM
321
Polymer Capital Management
New York
$754K +$773K +19,645 New
Federated Hermes
322
Federated Hermes
Pennsylvania
$745K -$72.5K -1,843 -9%
WANY
323
Wealthspire Advisors (New York)
New York
$744K +$102K +2,599 +15%
IMCOOI
324
Investment Management Corp of Ontario (IMCO)
Canada
$731K +$229K +5,818 +44%
CAM
325
Costello Asset Management
Pennsylvania
$731K -$3.11M -79,049 -81%