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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
TF
451
Tompkins Financial
New York
$290K
SSA
452
Schonfeld Strategic Advisors
New York
$289K
PA
453
Pinnacle Associates
New York
$289K
BHIA
454
Birch Hill Investment Advisors
Massachusetts
$287K
AssetMark Inc
455
AssetMark Inc
California
$281K
GFP
456
Gryphon Financial Partners
Ohio
$278K
QCM
457
Qsemble Capital Management
New York
$278K
CTC
458
Cetera Trust Company
Minnesota
$278K
JIC
459
Johnson Investment Counsel
Ohio
$273K
RFA
460
RTD Financial Advisors
Pennsylvania
$272K
CAM
461
Cozad Asset Management
Illinois
$269K
MOS
462
MGO One Seven
Ohio
$266K
MML Investors Services
463
MML Investors Services
Massachusetts
$265K
ACM
464
Advisors Capital Management
New Jersey
$262K
LNWTC
465
Laird Norton Wetherby Trust Company
Washington
$259K
NAMP
466
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$259K
SO
467
STRS Ohio
Ohio
$258K
PWA
468
Providence Wealth Advisors
Illinois
$258K
KIG
469
Kennedy Investment Group
New Jersey
$257K
VA
470
Vident Advisory
Georgia
$255K
IF
471
Intrua Financial
Texas
$254K
AG
472
Ascent Group
Virginia
$253K
SHFG
473
S Harris Financial Group
Texas
$253K
MCM
474
MAI Capital Management
Ohio
$249K
PWM
475
PTM Wealth Management
United States
$243K