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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
MCM
476
MAI Capital Management
Ohio
$249K
PWM
477
PTM Wealth Management
United States
$243K
MFG
478
MidWestOne Financial Group
Iowa
$240K
FC
479
Fulcrum Capital
Washington
$240K
LSIA
480
LaSalle St. Investment Advisors
Illinois
$239K
WB
481
WesBanco Bank
West Virginia
$237K
PF
482
Phoenix Financial
Israel
$232K
SPC
483
Sigma Planning Corp
Michigan
$228K
RBC
484
Romano Brothers & Co
Illinois
$227K
CRIG
485
Charter Research & Investment Group
Connecticut
$227K
VSQM
486
V-Square Quantitative Management
Illinois
$226K
NFG
487
Nations Financial Group
Iowa
$225K
ECM
488
Evergreen Capital Management
Washington
$225K
DE
489
Diversified Enterprises
Delaware
$225K
TAFW
490
Tred Avon Family Wealth
Maryland
$223K
PA
491
Profund Advisors
Maryland
$220K
MWM
492
Modera Wealth Management
New Jersey
$216K
KWA
493
Kingswood Wealth Advisors
California
$215K
AIM
494
Anchor Investment Management
South Carolina
$214K
WHCI
495
W.H. Cornerstone Investments
Massachusetts
$212K
VCM
496
Virtue Capital Management
Tennessee
$212K
Mirae Asset Global Investments
497
Mirae Asset Global Investments
South Korea
$211K
MA
498
MONECO Advisors
Connecticut
$210K
SC
499
Syon Capital
California
$207K
LBC
500
Lowe Brockenbrough & Co
Virginia
$205K