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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
PA
451
Pinnacle Associates
New York
$289K
BHIA
452
Birch Hill Investment Advisors
Massachusetts
$287K
AssetMark Inc
453
AssetMark Inc
California
$281K
GFP
454
Gryphon Financial Partners
Ohio
$278K
QCM
455
Qsemble Capital Management
New York
$278K
CTC
456
Cetera Trust Company
Minnesota
$278K
JIC
457
Johnson Investment Counsel
Ohio
$273K
RFA
458
RTD Financial Advisors
Pennsylvania
$272K
CAM
459
Cozad Asset Management
Illinois
$269K
MOS
460
MGO One Seven
Ohio
$266K
MML Investors Services
461
MML Investors Services
Massachusetts
$265K
ACM
462
Advisors Capital Management
New Jersey
$262K
LNWTC
463
Laird Norton Wetherby Trust Company
Washington
$259K
NAMP
464
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$259K
SO
465
STRS Ohio
Ohio
$258K
PWA
466
Providence Wealth Advisors
Illinois
$258K
KIG
467
Kennedy Investment Group
New Jersey
$257K
VA
468
Vident Advisory
Georgia
$255K
IF
469
Intrua Financial
Texas
$254K
AG
470
Ascent Group
Virginia
$253K
MCM
471
MAI Capital Management
Ohio
$249K
PWM
472
PTM Wealth Management
United States
$243K
MFG
473
MidWestOne Financial Group
Iowa
$240K
FC
474
Fulcrum Capital
Washington
$240K
LSIA
475
LaSalle St. Investment Advisors
Illinois
$239K