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Essential Utilities

690 hedge funds and large institutions have $8.66B invested in Essential Utilities in 2025 Q4 according to their latest regulatory filings, with 109 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: $9.07B → $8.66B (-$416M)

1.3% less ownership

Funds ownership: 81.06%79.76% (-1.3%)

11% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 232

Holders
690
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
CBA
401
Coastal Bridge Advisors
Connecticut
$416K
DWT
402
Dorsey & Whitney Trust
South Dakota
$415K
IAA
403
Independent Advisor Alliance
North Carolina
$414K
GI
404
GAMMA Investing
California
$413K
GIBU
405
Gulf International Bank (UK)
United Kingdom
$410K
UCFA
406
United Capital Financial Advisors
Texas
$408K
AWM
407
AE Wealth Management
Kansas
$407K
BAMF
408
BI Asset Management Fondsmaeglerselskab
Denmark
$405K
BFG
409
Bleakley Financial Group
New Jersey
$402K
FMWA
410
Forvis Mazars Wealth Advisors
Missouri
$401K
GVAG
411
Great Valley Advisor Group
Delaware
$392K
IFWM
412
Institute for Wealth Management
Colorado
$386K
CIC
413
Chase Investment Counsel
Virginia
$385K
SI
414
Seeds Investor
New York
$379K
CB
415
Commerce Bank
Missouri
$375K
NDSIB
416
North Dakota State Investment Board
North Dakota
$375K
CWM
417
CIBC World Markets
New York
$373K
MMM
418
Mendel Money Management
Illinois
$358K
FIA
419
Foundations Investment Advisors
Arizona
$358K
OAC
420
OMERS Administration Corp
Ontario, Canada
$357K
Teacher Retirement System of Texas
421
Teacher Retirement System of Texas
Texas
$356K
VI
422
Vestcor Inc
New Brunswick, Canada
$355K
GEA
423
Glen Eagle Advisors
New Jersey
$353K
MWM
424
Modern Wealth Management
Kansas
$346K
S
425
SignatureFD
Georgia
$345K