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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
BCV
426
Banque Cantonale Vaudoise
Switzerland
$342K
CI
427
CX Institutional
Indiana
$340K
PA
428
Procyon Advisors
Connecticut
$336K
CA
429
Continuum Advisory
Idaho
$334K
HFS
430
Hantz Financial Services
Michigan
$330K
OC
431
Oppenheimer & Co
New York
$326K
TRCT
432
Tower Research Capital (TRC)
New York
$322K
HSA
433
HBK Sorce Advisory
Pennsylvania
$322K
CL
434
Choreo LLC
Illinois
$322K
RP
435
Rowlandmiller & Partners
Georgia
$320K
OIMU
436
Osmosis Investment Management UK
United Kingdom
$319K
GT
437
Glenview Trust
Kentucky
$317K
AC
438
Apella Capital
Connecticut
$317K
MFG
439
Merit Financial Group
Georgia
$313K
EM
440
ELCO Management
New York
$313K
EWA
441
EP Wealth Advisors
California
$309K
FBT
442
First Bankers Trust
Kentucky
$308K
AAG
443
Armstrong Advisory Group
Massachusetts
$304K
FTWA
444
Fifth Third Wealth Advisors
Ohio
$300K
GA
445
GSG Advisors
New Jersey
$299K
GT
446
Greenleaf Trust
Michigan
$298K
OBGC
447
O'Brien Greene & Co
Pennsylvania
$296K
PCA
448
Pallas Capital Advisors
Massachusetts
$296K
CFM
449
Catalyst Funds Management
Australia
$292K
FCM
450
Flagship Capital Management
Pennsylvania
$291K