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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
HIC
301
Hamrick Investment Counsel
Washington
$885K
NYLIM
302
New York Life Investment Management
New York
$882K
HTC
303
Haverford Trust Company
Pennsylvania
$847K
EI
304
Ethic Inc
New York
$835K
CP
305
CenterBook Partners
Connecticut
$825K
APC
306
Aspire Private Capital
North Carolina
$812K
AWM
307
Axxcess Wealth Management
California
$808K
HIW
308
Holos Integrated Wealth
Pennsylvania
$791K
SAM
309
Securian Asset Management
Minnesota
$788K
KOC
310
Koss-Olinger Consulting
Florida
$788K
BBPWM
311
Blue Bell Private Wealth Management
Pennsylvania
$781K
CIBC Asset Management
312
CIBC Asset Management
Ontario, Canada
$777K
OQS
313
Occudo Quantitative Strategies
Florida
$773K
William Blair & Company
314
William Blair & Company
Illinois
$770K
SF
315
Summit Financial
New Jersey
$768K
FT
316
Fiduciary Trust
Massachusetts
$766K
CIBC Private Wealth Group
317
CIBC Private Wealth Group
Georgia
$765K
QCM
318
QRG Capital Management
Illinois
$761K
ACB
319
Aristotle Capital Boston
Massachusetts
$757K
PCM
320
Polymer Capital Management
New York
$754K
Federated Hermes
321
Federated Hermes
Pennsylvania
$745K
WANY
322
Wealthspire Advisors (New York)
New York
$744K
IMCOOI
323
Investment Management Corp of Ontario (IMCO)
Canada
$731K
CAM
324
Costello Asset Management
Pennsylvania
$731K
Mariner
325
Mariner
Kansas
$730K