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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
CFP
501
Catalyst Financial Partners
Massachusetts
$200K
EB
502
Eastern Bank
Massachusetts
$194K
CF
503
Centaurus Financial
California
$182K
Fifth Third Bancorp
504
Fifth Third Bancorp
Ohio
$171K
UB
505
UMB Bank
Missouri
$167K
Bank Julius Baer & Co
506
Bank Julius Baer & Co
Switzerland
$165K
BL
507
BFSG LLC
California
$148K
PA
508
Parallel Advisors
California
$143K
EWA
509
EverSource Wealth Advisors
Alabama
$127K
GRP
510
Global Retirement Partners
California
$127K
HDIM
511
Hanson & Doremus Investment Management
Vermont
$121K
WT
512
Whittier Trust
California
$120K
EF
513
Entrust Financial
Pennsylvania
$120K
MCM
514
Manchester Capital Management
Vermont
$119K
TCOV
515
Trust Company of Vermont
Vermont
$116K
GAM
516
Guinness Asset Management
United Kingdom
$112K
HI
517
Harbour Investments
Wisconsin
$110K
CT
518
Colonial Trust
South Carolina
$104K
CBT
519
Crews Bank & Trust
Florida
$94.9K
IA
520
IFP Advisors
Florida
$92.8K
PTC
521
Private Trust Company
Ohio
$92.7K
CT
522
Clearstead Trust
Maine
$84.6K
AAP
523
Arax Advisory Partners
Colorado
$79.5K
KSB
524
Kennebec Savings Bank
Maine
$79.1K
TVWM
525
Tower View Wealth Management
Wisconsin
$78.8K