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