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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
VIM
376
Vinva Investment Management
Australia
$479K
CG
377
Caprock Group
Idaho
$473K
PI
378
PineBridge Investments
New York
$473K
STA
379
Summit Trail Advisors
New York
$472K
IC
380
IEQ Capital
California
$467K
MSS
381
Mitchell Sinkler & Starr
Pennsylvania
$462K
RIM
382
Rakuten Investment Management
Japan
$460K
KeyBank National Association
383
KeyBank National Association
Ohio
$458K
Royal London Asset Management
384
Royal London Asset Management
United Kingdom
$452K
PIM
385
Pullen Investment Management
Florida
$451K
P
386
&Partners
Tennessee
$450K
FTC
387
Farmers Trust Company
Ohio
$450K
BIG
388
Brooklyn Investment Group
New York
$449K
AFG
389
Atomi Financial Group
New York
$445K
WA
390
WealthTrust Axiom
Pennsylvania
$438K
QWM
391
Quaker Wealth Management
New Jersey
$432K
SA
392
Sanctuary Advisors
Indiana
$430K
BWP
393
Bernardo Wealth Planning
Pennsylvania
$426K
SHFA
394
SS&H Financial Advisors
Michigan
$425K
ECM
395
EagleClaw Capital Management
Massachusetts
$424K
CTC
396
Central Trust Company
Missouri
$419K
CBA
397
Coastal Bridge Advisors
Connecticut
$416K
DWT
398
Dorsey & Whitney Trust
South Dakota
$415K
IAA
399
Independent Advisor Alliance
North Carolina
$414K
GI
400
GAMMA Investing
California
$413K