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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
CTC
401
Central Trust Company
Missouri
$419K
CBA
402
Coastal Bridge Advisors
Connecticut
$416K
DWT
403
Dorsey & Whitney Trust
South Dakota
$415K
IAA
404
Independent Advisor Alliance
North Carolina
$414K
GI
405
GAMMA Investing
California
$413K
GIBU
406
Gulf International Bank (UK)
United Kingdom
$410K
UCFA
407
United Capital Financial Advisors
Texas
$408K
AWM
408
AE Wealth Management
Kansas
$407K
BAMF
409
BI Asset Management Fondsmaeglerselskab
Denmark
$405K
BFG
410
Bleakley Financial Group
New Jersey
$402K
FMWA
411
Forvis Mazars Wealth Advisors
Missouri
$401K
GVAG
412
Great Valley Advisor Group
Delaware
$392K
IFWM
413
Institute for Wealth Management
Colorado
$386K
CIC
414
Chase Investment Counsel
Virginia
$385K
SI
415
Seeds Investor
New York
$379K
CB
416
Commerce Bank
Missouri
$375K
NDSIB
417
North Dakota State Investment Board
North Dakota
$375K
CWM
418
CIBC World Markets
New York
$373K
MMM
419
Mendel Money Management
Illinois
$358K
FIA
420
Foundations Investment Advisors
Arizona
$358K
OAC
421
OMERS Administration Corp
Ontario, Canada
$357K
Teacher Retirement System of Texas
422
Teacher Retirement System of Texas
Texas
$356K
VI
423
Vestcor Inc
New Brunswick, Canada
$355K
GEA
424
Glen Eagle Advisors
New Jersey
$353K
MWM
425
Modern Wealth Management
Kansas
$346K