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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
Mariner
326
Mariner
Kansas
$730K -$2.28M -57,877 -75%
PIM
327
Penobscot Investment Management
Massachusetts
$728K
GWCM
328
Godshalk Welsh Capital Management
Pennsylvania
$718K -$167K -4,250 -19%
BHCM
329
Brevan Howard Capital Management
Jersey
$717K -$1.09M -27,656 -60%
SFI
330
Siemens Fonds Invest
Germany
$716K +$579K +14,725 +378%
AT
331
AMF Tjänstepension
Sweden
$713K
Prudential Financial
332
Prudential Financial
New Jersey
$711K -$1.34M -34,012 -65%
CGH
333
Crossmark Global Holdings
Texas
$702K +$7.91K +201 +1%
AC
334
Allstate Corporation
Illinois
$696K +$341K +8,671 +92%
DWM
335
Dakota Wealth Management
Florida
$685K +$702K +17,848 New
RIL
336
Rothschild Investment LLC
Illinois
$679K -$31.8K -807 -4%
ALMGDA
337
AG2R La Mondiale Gestion d'Actifs
France
$675K +$81.6K +2,075 +13%
KBC Group
338
KBC Group
Belgium
$673K
ST
339
Smithfield Trust
Pennsylvania
$663K
BAM
340
Belpointe Asset Management
Nevada
$658K -$4.45K -113 -0.7%
NAMNJ
341
NorthStar Asset Management (New Jersey)
New Jersey
$657K +$674K +17,117 New
SCM
342
Schnieders Capital Management
California
$655K +$672K +17,071 New
HM
343
Harvest Management
New York
$652K +$669K +17,000 New
SCM
344
Sterling Capital Management
North Carolina
$638K -$28.1K -713 -4%
EHC
345
Everett Harris & Co
California
$614K +$39.3K +1,000 +7%
ECM
346
Everence Capital Management
Indiana
$613K
BWM
347
Blossom Wealth Management
California
$609K -$74.2K -1,886 -11%
FFA
348
Farther Finance Advisors
California
$604K +$171K +4,351 +38%
BMSSC
349
B. Metzler seel. Sohn & Co
Germany
$597K
LIM
350
Loudon Investment Management
New Hampshire
$593K