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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
GIBU
401
Gulf International Bank (UK)
United Kingdom
$410K
UCFA
402
United Capital Financial Advisors
Texas
$408K
AWM
403
AE Wealth Management
Kansas
$407K
BAMF
404
BI Asset Management Fondsmaeglerselskab
Denmark
$405K
BFG
405
Bleakley Financial Group
New Jersey
$402K
FMWA
406
Forvis Mazars Wealth Advisors
Missouri
$401K
GVAG
407
Great Valley Advisor Group
Delaware
$392K
IFWM
408
Institute for Wealth Management
Colorado
$386K
CIC
409
Chase Investment Counsel
Virginia
$385K
SI
410
Seeds Investor
New York
$379K
CB
411
Commerce Bank
Missouri
$375K
NDSIB
412
North Dakota State Investment Board
North Dakota
$375K
CWM
413
CIBC World Markets
New York
$373K
MMM
414
Mendel Money Management
Illinois
$358K
FIA
415
Foundations Investment Advisors
Arizona
$358K
OAC
416
OMERS Administration Corp
Ontario, Canada
$357K
Teacher Retirement System of Texas
417
Teacher Retirement System of Texas
Texas
$356K
VI
418
Vestcor Inc
New Brunswick, Canada
$355K
GEA
419
Glen Eagle Advisors
New Jersey
$353K
MWM
420
Modern Wealth Management
Kansas
$346K
S
421
SignatureFD
Georgia
$345K
RAG
422
RIA Advisory Group
Iowa
$344K
II
423
Inspire Investing
Idaho
$344K
BCV
424
Banque Cantonale Vaudoise
Switzerland
$342K
CI
425
CX Institutional
Indiana
$340K