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Essential Utilities

692 hedge funds and large institutions have $8.66B invested in Essential Utilities in 2025 Q4 according to their latest regulatory filings, with 110 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: $9.08B → $8.66B (-$421M)

1.35% less ownership

Funds ownership: 81.14%79.79% (-1.4%)

11% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 232

Holders
692
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
ABLA
376
Alan B. Lancz & Associates
Ohio
$490K
CYG
377
Clean Yield Group
Vermont
$488K
TMAM
378
Tokio Marine Asset Management
Japan
$486K
Schroder Investment Management Group
379
Schroder Investment Management Group
United Kingdom
$481K
DO
380
denkapparat Operations
Germany
$481K
VIM
381
Vinva Investment Management
Australia
$479K
CG
382
Caprock Group
Idaho
$473K
PI
383
PineBridge Investments
New York
$473K
STA
384
Summit Trail Advisors
New York
$472K
IC
385
IEQ Capital
California
$467K
MSS
386
Mitchell Sinkler & Starr
Pennsylvania
$462K
RIM
387
Rakuten Investment Management
Japan
$460K
KeyBank National Association
388
KeyBank National Association
Ohio
$458K
Royal London Asset Management
389
Royal London Asset Management
United Kingdom
$452K
PIM
390
Pullen Investment Management
Florida
$451K
P
391
&Partners
Tennessee
$450K
FTC
392
Farmers Trust Company
Ohio
$450K
BIG
393
Brooklyn Investment Group
New York
$449K
AFG
394
Atomi Financial Group
New York
$445K
WA
395
WealthTrust Axiom
Pennsylvania
$438K
QWM
396
Quaker Wealth Management
New Jersey
$432K
SA
397
Sanctuary Advisors
Indiana
$430K
BWP
398
Bernardo Wealth Planning
Pennsylvania
$426K
SHFA
399
SS&H Financial Advisors
Michigan
$425K
ECM
400
EagleClaw Capital Management
Massachusetts
$424K