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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
CFM
451
Catalyst Funds Management
Australia
$292K
FCM
452
Flagship Capital Management
Pennsylvania
$291K
TF
453
Tompkins Financial
New York
$290K
SSA
454
Schonfeld Strategic Advisors
New York
$289K
PA
455
Pinnacle Associates
New York
$289K
BHIA
456
Birch Hill Investment Advisors
Massachusetts
$287K
AssetMark Inc
457
AssetMark Inc
California
$281K
GFP
458
Gryphon Financial Partners
Ohio
$278K
QCM
459
Qsemble Capital Management
New York
$278K
CTC
460
Cetera Trust Company
Minnesota
$278K
JIC
461
Johnson Investment Counsel
Ohio
$273K
RFA
462
RTD Financial Advisors
Pennsylvania
$272K
CAM
463
Cozad Asset Management
Illinois
$269K
MOS
464
MGO One Seven
Ohio
$266K
MML Investors Services
465
MML Investors Services
Massachusetts
$265K
ACM
466
Advisors Capital Management
New Jersey
$262K
LNWTC
467
Laird Norton Wetherby Trust Company
Washington
$259K
NAMP
468
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$259K
SO
469
STRS Ohio
Ohio
$258K
PWA
470
Providence Wealth Advisors
Illinois
$258K
KIG
471
Kennedy Investment Group
New Jersey
$257K
VA
472
Vident Advisory
Georgia
$255K
IF
473
Intrua Financial
Texas
$254K
AG
474
Ascent Group
Virginia
$253K
SHFG
475
S Harris Financial Group
Texas
$253K