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Essential Utilities

692 hedge funds and large institutions have $8.66B invested in Essential Utilities in 2025 Q4 according to their latest regulatory filings, with 110 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: $9.08B → $8.66B (-$421M)

1.35% less ownership

Funds ownership: 81.14%79.79% (-1.4%)

11% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 232

Holders
692
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
IA
526
IFP Advisors
Florida
$92.8K
PTC
527
Private Trust Company
Ohio
$92.7K
CT
528
Clearstead Trust
Maine
$84.6K
BWA
529
Basecamp Wealth Advisors
Washington
$81.5K
AAP
530
Arax Advisory Partners
Colorado
$79.5K
KSB
531
Kennebec Savings Bank
Maine
$79.1K
TVWM
532
Tower View Wealth Management
Wisconsin
$78.8K
MUAMU
533
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$77K
CA
534
Clearstead Advisors
Ohio
$76.5K
SAG
535
SageView Advisory Group
California
$74.2K
GWM
536
Geneos Wealth Management
Colorado
$71.6K
MWM
537
Mascoma Wealth Management
New Hampshire
$67.7K
JGIA
538
Jackson Grant Investment Advisers
Connecticut
$65K
CT
539
Coastline Trust
Rhode Island
$64.9K
ADL
540
Asset Dedication LLC
California
$64.3K
TWC
541
TD Waterhouse Canada
Ontario, Canada
$63.2K
MPWT
542
MassMutual Private Wealth & Trust
Connecticut
$59.4K
SAM
543
Smartleaf Asset Management
Massachusetts
$58.2K
CA
544
CoreCap Advisors
Michigan
$55.4K
TC
545
Truvestments Capital
Florida
$54.3K
Los Angeles Capital Management
546
Los Angeles Capital Management
California
$51.2K
QC
547
Quent Capital
New York
$49.2K
Bessemer Group
548
Bessemer Group
New Jersey
$49K
VIS
549
Vega Investment Solutions
France
$44.1K
OCM
550
Orion Capital Management
California
$43.2K