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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
HNB
501
Huntington National Bank
Ohio
$204K
BEI
502
Benjamin Edwards Inc
Missouri
$203K
JSW
503
Journey Strategic Wealth
New Jersey
$203K
CFP
504
Catalyst Financial Partners
Massachusetts
$200K
EB
505
Eastern Bank
Massachusetts
$194K
CF
506
Centaurus Financial
California
$182K
Fifth Third Bancorp
507
Fifth Third Bancorp
Ohio
$171K
UB
508
UMB Bank
Missouri
$167K
Bank Julius Baer & Co
509
Bank Julius Baer & Co
Switzerland
$165K
BL
510
BFSG LLC
California
$148K
PA
511
Parallel Advisors
California
$143K
EWA
512
EverSource Wealth Advisors
Alabama
$127K
GRP
513
Global Retirement Partners
California
$127K
HDIM
514
Hanson & Doremus Investment Management
Vermont
$121K
WT
515
Whittier Trust
California
$120K
EF
516
Entrust Financial
Pennsylvania
$120K
MCM
517
Manchester Capital Management
Vermont
$119K
TCOV
518
Trust Company of Vermont
Vermont
$116K
GAM
519
Guinness Asset Management
United Kingdom
$112K
HI
520
Harbour Investments
Wisconsin
$110K
CT
521
Colonial Trust
South Carolina
$104K
CBT
522
Crews Bank & Trust
Florida
$94.9K
IA
523
IFP Advisors
Florida
$92.8K
PTC
524
Private Trust Company
Ohio
$92.7K
CT
525
Clearstead Trust
Maine
$84.6K