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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
PTC
526
Private Trust Company
Ohio
$92.7K
CT
527
Clearstead Trust
Maine
$84.6K
AAP
528
Arax Advisory Partners
Colorado
$79.5K
KSB
529
Kennebec Savings Bank
Maine
$79.1K
TVWM
530
Tower View Wealth Management
Wisconsin
$78.8K
MUAMU
531
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$77K
CA
532
Clearstead Advisors
Ohio
$76.5K
SAG
533
SageView Advisory Group
California
$74.2K
GWM
534
Geneos Wealth Management
Colorado
$71.6K
MWM
535
Mascoma Wealth Management
New Hampshire
$67.7K
JGIA
536
Jackson Grant Investment Advisers
Connecticut
$65K
CT
537
Coastline Trust
Rhode Island
$64.9K
ADL
538
Asset Dedication LLC
California
$64.3K
TWC
539
TD Waterhouse Canada
Ontario, Canada
$63.2K
MPWT
540
MassMutual Private Wealth & Trust
Connecticut
$59.4K
SAM
541
Smartleaf Asset Management
Massachusetts
$58.2K
CA
542
CoreCap Advisors
Michigan
$55.4K
TC
543
Truvestments Capital
Florida
$54.3K
Los Angeles Capital Management
544
Los Angeles Capital Management
California
$51.2K
QC
545
Quent Capital
New York
$49.2K
Bessemer Group
546
Bessemer Group
New Jersey
$49K
VIS
547
Vega Investment Solutions
France
$44.1K
OCM
548
Orion Capital Management
California
$43.2K
BAM
549
Byrne Asset Management
New Jersey
$42.2K
CNBTD
550
Citizens National Bank Trust Department
Mississippi
$38.4K