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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
Nomura Holdings
351
Nomura Holdings
Japan
$571K
KCM
352
Kathmere Capital Management
Pennsylvania
$557K
HWAM
353
Hennion & Walsh Asset Management
New Jersey
$557K
WTC
354
WhitTier Trust Company
Nevada
$553K
RFA
355
Resurgent Financial Advisors
Georgia
$553K
Truist Financial
356
Truist Financial
North Carolina
$549K
US Bancorp
357
US Bancorp
Minnesota
$546K
IIM
358
INTECH Investment Management
Florida
$546K
ISL
359
Ingalls & Snyder LLC
New York
$545K
YIH
360
Y-Intercept (HK)
Hong Kong
$533K
Rockefeller Capital Management
361
Rockefeller Capital Management
New York
$533K
PBK
362
Peoples Bank (Kansas)
Kansas
$529K
RDWM
363
Red Door Wealth Management
Tennessee
$519K
Janus Henderson Group
364
Janus Henderson Group
United Kingdom
$516K
WWM
365
Whalen Wealth Management
Nevada
$513K
Envestnet Portfolio Solutions
366
Envestnet Portfolio Solutions
Illinois
$512K
MGP
367
Metis Global Partners
California
$510K
FCBT
368
First Citizens Bank & Trust
North Carolina
$509K
JF
369
Jump Financial
Illinois
$500K
CL
370
CSS LLC
Illinois
$499K
ABLA
371
Alan B. Lancz & Associates
Ohio
$490K
CYG
372
Clean Yield Group
Vermont
$488K
TMAM
373
Tokio Marine Asset Management
Japan
$486K
Schroder Investment Management Group
374
Schroder Investment Management Group
United Kingdom
$481K
DO
375
denkapparat Operations
Germany
$481K