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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
BHCM
326
Brevan Howard Capital Management
Jersey
$717K
SFI
327
Siemens Fonds Invest
Germany
$716K
AT
328
AMF Tjänstepension
Sweden
$713K
Prudential Financial
329
Prudential Financial
New Jersey
$711K
CGH
330
Crossmark Global Holdings
Texas
$702K
AC
331
Allstate Corporation
Illinois
$696K
DWM
332
Dakota Wealth Management
Florida
$685K
RIL
333
Rothschild Investment LLC
Illinois
$679K
ALMGDA
334
AG2R La Mondiale Gestion d'Actifs
France
$675K
KBC Group
335
KBC Group
Belgium
$673K
ST
336
Smithfield Trust
Pennsylvania
$663K
BAM
337
Belpointe Asset Management
Nevada
$658K
NAMNJ
338
NorthStar Asset Management (New Jersey)
New Jersey
$657K
SCM
339
Schnieders Capital Management
California
$655K
HM
340
Harvest Management
New York
$652K
SCM
341
Sterling Capital Management
North Carolina
$638K
EHC
342
Everett Harris & Co
California
$614K
ECM
343
Everence Capital Management
Indiana
$613K
BWM
344
Blossom Wealth Management
California
$609K
FFA
345
Farther Finance Advisors
California
$604K
BMSSC
346
B. Metzler seel. Sohn & Co
Germany
$597K
LIM
347
Loudon Investment Management
New Hampshire
$593K
MAS
348
Meeder Advisory Services
Ohio
$587K
CCC
349
Chesapeake Capital Corp
Florida
$583K
DADC
350
D.A. Davidson & Co
Montana
$583K