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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
HWM
351
HB Wealth Management
Georgia
$579K
FPF
352
First Pacific Financial
Washington
$573K
Nomura Holdings
353
Nomura Holdings
Japan
$571K
KCM
354
Kathmere Capital Management
Pennsylvania
$557K
HWAM
355
Hennion & Walsh Asset Management
New Jersey
$557K
WTC
356
WhitTier Trust Company
Nevada
$553K
RFA
357
Resurgent Financial Advisors
Georgia
$553K
Truist Financial
358
Truist Financial
North Carolina
$549K
US Bancorp
359
US Bancorp
Minnesota
$546K
IIM
360
INTECH Investment Management
Florida
$546K
ISL
361
Ingalls & Snyder LLC
New York
$545K
YIH
362
Y-Intercept (HK)
Hong Kong
$533K
Rockefeller Capital Management
363
Rockefeller Capital Management
New York
$533K
PBK
364
Peoples Bank (Kansas)
Kansas
$529K
RDWM
365
Red Door Wealth Management
Tennessee
$519K
Janus Henderson Group
366
Janus Henderson Group
United Kingdom
$516K
WWM
367
Whalen Wealth Management
Nevada
$513K
Envestnet Portfolio Solutions
368
Envestnet Portfolio Solutions
Illinois
$512K
MGP
369
Metis Global Partners
California
$510K
FCBT
370
First Citizens Bank & Trust
North Carolina
$509K
JF
371
Jump Financial
Illinois
$500K
CL
372
CSS LLC
Illinois
$499K
ABLA
373
Alan B. Lancz & Associates
Ohio
$490K
CYG
374
Clean Yield Group
Vermont
$488K
TMAM
375
Tokio Marine Asset Management
Japan
$486K