WTRG icon

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