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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
AT
326
AMF Tjänstepension
Sweden
$713K
Prudential Financial
327
Prudential Financial
New Jersey
$711K
CGH
328
Crossmark Global Holdings
Texas
$702K
AC
329
Allstate Corporation
Illinois
$696K
DWM
330
Dakota Wealth Management
Florida
$685K
RIL
331
Rothschild Investment LLC
Illinois
$679K
ALMGDA
332
AG2R La Mondiale Gestion d'Actifs
France
$675K
KBC Group
333
KBC Group
Belgium
$673K
ST
334
Smithfield Trust
Pennsylvania
$663K
BAM
335
Belpointe Asset Management
Nevada
$658K
NAMNJ
336
NorthStar Asset Management (New Jersey)
New Jersey
$657K
SCM
337
Schnieders Capital Management
California
$655K
HM
338
Harvest Management
New York
$652K
SCM
339
Sterling Capital Management
North Carolina
$638K
EHC
340
Everett Harris & Co
California
$614K
ECM
341
Everence Capital Management
Indiana
$613K
BWM
342
Blossom Wealth Management
California
$609K
FFA
343
Farther Finance Advisors
California
$604K
BMSSC
344
B. Metzler seel. Sohn & Co
Germany
$597K
LIM
345
Loudon Investment Management
New Hampshire
$593K
MAS
346
Meeder Advisory Services
Ohio
$587K
CCC
347
Chesapeake Capital Corp
Florida
$583K
DADC
348
D.A. Davidson & Co
Montana
$583K
HWM
349
HB Wealth Management
Georgia
$579K
FPF
350
First Pacific Financial
Washington
$573K