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Essential Utilities

690 hedge funds and large institutions have $8.66B invested in Essential Utilities in 2025 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 207 increasing their positions, 232 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 → $8.66B (-$416M)

1.3% less ownership

Funds ownership: 81.06%79.76% (-1.3%)

11% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 232

Holders
690
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
CCC
351
Chesapeake Capital Corp
Florida
$583K
DADC
352
D.A. Davidson & Co
Montana
$583K
HWM
353
HB Wealth Management
Georgia
$579K
FPF
354
First Pacific Financial
Washington
$573K
Nomura Holdings
355
Nomura Holdings
Japan
$571K
KCM
356
Kathmere Capital Management
Pennsylvania
$557K
HWAM
357
Hennion & Walsh Asset Management
New Jersey
$557K
WTC
358
WhitTier Trust Company
Nevada
$553K
RFA
359
Resurgent Financial Advisors
Georgia
$553K
Truist Financial
360
Truist Financial
North Carolina
$549K
US Bancorp
361
US Bancorp
Minnesota
$546K
IIM
362
INTECH Investment Management
Florida
$546K
ISL
363
Ingalls & Snyder LLC
New York
$545K
YIH
364
Y-Intercept (HK)
Hong Kong
$533K
Rockefeller Capital Management
365
Rockefeller Capital Management
New York
$533K
PBK
366
Peoples Bank (Kansas)
Kansas
$529K
RDWM
367
Red Door Wealth Management
Tennessee
$519K
Janus Henderson Group
368
Janus Henderson Group
United Kingdom
$516K
WWM
369
Whalen Wealth Management
Nevada
$513K
Envestnet Portfolio Solutions
370
Envestnet Portfolio Solutions
Illinois
$512K
MGP
371
Metis Global Partners
California
$510K
FCBT
372
First Citizens Bank & Trust
North Carolina
$509K
JF
373
Jump Financial
Illinois
$500K
CL
374
CSS LLC
Illinois
$499K
ABLA
375
Alan B. Lancz & Associates
Ohio
$490K