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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
MFG
476
MidWestOne Financial Group
Iowa
$240K
FC
477
Fulcrum Capital
Washington
$240K
LSIA
478
LaSalle St. Investment Advisors
Illinois
$239K
WB
479
WesBanco Bank
West Virginia
$237K
PF
480
Phoenix Financial
Israel
$232K
SPC
481
Sigma Planning Corp
Michigan
$228K
RBC
482
Romano Brothers & Co
Illinois
$227K
CRIG
483
Charter Research & Investment Group
Connecticut
$227K
VSQM
484
V-Square Quantitative Management
Illinois
$226K
NFG
485
Nations Financial Group
Iowa
$225K
ECM
486
Evergreen Capital Management
Washington
$225K
DE
487
Diversified Enterprises
Delaware
$225K
TAFW
488
Tred Avon Family Wealth
Maryland
$223K
PA
489
Profund Advisors
Maryland
$220K
MWM
490
Modera Wealth Management
New Jersey
$216K
KWA
491
Kingswood Wealth Advisors
California
$215K
AIM
492
Anchor Investment Management
South Carolina
$214K
WHCI
493
W.H. Cornerstone Investments
Massachusetts
$212K
VCM
494
Virtue Capital Management
Tennessee
$212K
Mirae Asset Global Investments
495
Mirae Asset Global Investments
South Korea
$211K
MA
496
MONECO Advisors
Connecticut
$210K
SC
497
Syon Capital
California
$207K
LBC
498
Lowe Brockenbrough & Co
Virginia
$205K
TPCW
499
TD Private Client Wealth
New York
$204K
TWP
500
Tower Wealth Partners
Pennsylvania
$204K