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Essential Utilities

687 hedge funds and large institutions have $8.65B invested in Essential Utilities in 2025 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 206 increasing their positions, 231 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 → $8.65B (-$424M)

1.38% less ownership

Funds ownership: 81.05%79.67% (-1.4%)

11% less repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 231

Holders
687
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
HTC
301
Haverford Trust Company
Pennsylvania
$847K
EI
302
Ethic Inc
New York
$835K
CP
303
CenterBook Partners
Connecticut
$825K
APC
304
Aspire Private Capital
North Carolina
$812K
AWM
305
Axxcess Wealth Management
California
$808K
HIW
306
Holos Integrated Wealth
Pennsylvania
$791K
SAM
307
Securian Asset Management
Minnesota
$788K
KOC
308
Koss-Olinger Consulting
Florida
$788K
BBPWM
309
Blue Bell Private Wealth Management
Pennsylvania
$781K
CIBC Asset Management
310
CIBC Asset Management
Ontario, Canada
$777K
OQS
311
Occudo Quantitative Strategies
Florida
$773K
William Blair & Company
312
William Blair & Company
Illinois
$770K
SF
313
Summit Financial
New Jersey
$768K
FT
314
Fiduciary Trust
Massachusetts
$766K
CIBC Private Wealth Group
315
CIBC Private Wealth Group
Georgia
$765K
QCM
316
QRG Capital Management
Illinois
$761K
ACB
317
Aristotle Capital Boston
Massachusetts
$757K
PCM
318
Polymer Capital Management
New York
$754K
Federated Hermes
319
Federated Hermes
Pennsylvania
$745K
WANY
320
Wealthspire Advisors (New York)
New York
$744K
IMCOOI
321
Investment Management Corp of Ontario (IMCO)
Canada
$731K
CAM
322
Costello Asset Management
Pennsylvania
$731K
Mariner
323
Mariner
Kansas
$730K
PIM
324
Penobscot Investment Management
Massachusetts
$728K
GWCM
325
Godshalk Welsh Capital Management
Pennsylvania
$718K