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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
Schroder Investment Management Group
376
Schroder Investment Management Group
United Kingdom
$481K
DO
377
denkapparat Operations
Germany
$481K
VIM
378
Vinva Investment Management
Australia
$479K
CG
379
Caprock Group
Idaho
$473K
PI
380
PineBridge Investments
New York
$473K
STA
381
Summit Trail Advisors
New York
$472K
IC
382
IEQ Capital
California
$467K
MSS
383
Mitchell Sinkler & Starr
Pennsylvania
$462K
RIM
384
Rakuten Investment Management
Japan
$460K
KeyBank National Association
385
KeyBank National Association
Ohio
$458K
Royal London Asset Management
386
Royal London Asset Management
United Kingdom
$452K
PIM
387
Pullen Investment Management
Florida
$451K
P
388
&Partners
Tennessee
$450K
FTC
389
Farmers Trust Company
Ohio
$450K
BIG
390
Brooklyn Investment Group
New York
$449K
AFG
391
Atomi Financial Group
New York
$445K
WA
392
WealthTrust Axiom
Pennsylvania
$438K
QWM
393
Quaker Wealth Management
New Jersey
$432K
SA
394
Sanctuary Advisors
Indiana
$430K
BWP
395
Bernardo Wealth Planning
Pennsylvania
$426K
SHFA
396
SS&H Financial Advisors
Michigan
$425K
ECM
397
EagleClaw Capital Management
Massachusetts
$424K
CTC
398
Central Trust Company
Missouri
$419K
CBA
399
Coastal Bridge Advisors
Connecticut
$416K
DWT
400
Dorsey & Whitney Trust
South Dakota
$415K