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Essential Utilities

692 hedge funds and large institutions have $8.66B invested in Essential Utilities in 2025 Q4 according to their latest regulatory filings, with 110 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: $9.08B → $8.66B (-$421M)

1.35% less ownership

Funds ownership: 81.14%79.79% (-1.4%)

11% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 232

Holders
692
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
SHFG
476
S Harris Financial Group
Texas
$253K
MCM
477
MAI Capital Management
Ohio
$249K
PWM
478
PTM Wealth Management
United States
$243K
FC
479
Fulcrum Capital
Washington
$240K
MFG
480
MidWestOne Financial Group
Iowa
$240K
LSIA
481
LaSalle St. Investment Advisors
Illinois
$239K
WB
482
WesBanco Bank
West Virginia
$237K
PF
483
Phoenix Financial
Israel
$232K
SPC
484
Sigma Planning Corp
Michigan
$228K
RBC
485
Romano Brothers & Co
Illinois
$227K
CRIG
486
Charter Research & Investment Group
Connecticut
$227K
VSQM
487
V-Square Quantitative Management
Illinois
$226K
NFG
488
Nations Financial Group
Iowa
$225K
ECM
489
Evergreen Capital Management
Washington
$225K
DE
490
Diversified Enterprises
Delaware
$225K
TAFW
491
Tred Avon Family Wealth
Maryland
$223K
PA
492
Profund Advisors
Maryland
$220K
MWM
493
Modera Wealth Management
New Jersey
$216K
KWA
494
Kingswood Wealth Advisors
California
$215K
AIM
495
Anchor Investment Management
South Carolina
$214K
WHCI
496
W.H. Cornerstone Investments
Massachusetts
$212K
VCM
497
Virtue Capital Management
Tennessee
$212K
Mirae Asset Global Investments
498
Mirae Asset Global Investments
South Korea
$211K
MA
499
MONECO Advisors
Connecticut
$210K
SC
500
Syon Capital
California
$207K