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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
MUAMU
526
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$77K
CA
527
Clearstead Advisors
Ohio
$76.5K
SAG
528
SageView Advisory Group
California
$74.2K
GWM
529
Geneos Wealth Management
Colorado
$71.6K
MWM
530
Mascoma Wealth Management
New Hampshire
$67.7K
JGIA
531
Jackson Grant Investment Advisers
Connecticut
$65K
CT
532
Coastline Trust
Rhode Island
$64.9K
ADL
533
Asset Dedication LLC
California
$64.3K
TWC
534
TD Waterhouse Canada
Ontario, Canada
$63.2K
MPWT
535
MassMutual Private Wealth & Trust
Connecticut
$59.4K
SAM
536
Smartleaf Asset Management
Massachusetts
$58.2K
CA
537
CoreCap Advisors
Michigan
$55.4K
TC
538
Truvestments Capital
Florida
$54.3K
Los Angeles Capital Management
539
Los Angeles Capital Management
California
$51.2K
QC
540
Quent Capital
New York
$49.2K
Bessemer Group
541
Bessemer Group
New Jersey
$49K
VIS
542
Vega Investment Solutions
France
$44.1K
OCM
543
Orion Capital Management
California
$43.2K
BAM
544
Byrne Asset Management
New Jersey
$42.2K
CNBTD
545
Citizens National Bank Trust Department
Mississippi
$38.4K
DT
546
DV Trading
Illinois
$38.4K
VCM
547
Versant Capital Management
Arizona
$37.1K
MHR
548
Matthew Hamilton Rosenberg
$36.3K
SIS
549
Sound Income Strategies
Florida
$34.7K
CCC
550
Chelsea Counsel Company
California
$34.5K