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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
WB
476
WesBanco Bank
West Virginia
$237K
PF
477
Phoenix Financial
Israel
$232K
SPC
478
Sigma Planning Corp
Michigan
$228K
RBC
479
Romano Brothers & Co
Illinois
$227K
CRIG
480
Charter Research & Investment Group
Connecticut
$227K
VSQM
481
V-Square Quantitative Management
Illinois
$226K
NFG
482
Nations Financial Group
Iowa
$225K
ECM
483
Evergreen Capital Management
Washington
$225K
DE
484
Diversified Enterprises
Delaware
$225K
TAFW
485
Tred Avon Family Wealth
Maryland
$223K
PA
486
Profund Advisors
Maryland
$220K
MWM
487
Modera Wealth Management
New Jersey
$216K
KWA
488
Kingswood Wealth Advisors
California
$215K
AIM
489
Anchor Investment Management
South Carolina
$214K
WHCI
490
W.H. Cornerstone Investments
Massachusetts
$212K
VCM
491
Virtue Capital Management
Tennessee
$212K
Mirae Asset Global Investments
492
Mirae Asset Global Investments
South Korea
$211K
MA
493
MONECO Advisors
Connecticut
$210K
SC
494
Syon Capital
California
$207K
LBC
495
Lowe Brockenbrough & Co
Virginia
$205K
TPCW
496
TD Private Client Wealth
New York
$204K
TWP
497
Tower Wealth Partners
Pennsylvania
$204K
HNB
498
Huntington National Bank
Ohio
$204K
BEI
499
Benjamin Edwards Inc
Missouri
$203K
JSW
500
Journey Strategic Wealth
New Jersey
$203K