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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
AAP
526
Arax Advisory Partners
Colorado
$79.5K
KSB
527
Kennebec Savings Bank
Maine
$79.1K
TVWM
528
Tower View Wealth Management
Wisconsin
$78.8K
MUAMU
529
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$77K
CA
530
Clearstead Advisors
Ohio
$76.5K
SAG
531
SageView Advisory Group
California
$74.2K
GWM
532
Geneos Wealth Management
Colorado
$71.6K
MWM
533
Mascoma Wealth Management
New Hampshire
$67.7K
JGIA
534
Jackson Grant Investment Advisers
Connecticut
$65K
CT
535
Coastline Trust
Rhode Island
$64.9K
ADL
536
Asset Dedication LLC
California
$64.3K
TWC
537
TD Waterhouse Canada
Ontario, Canada
$63.2K
MPWT
538
MassMutual Private Wealth & Trust
Connecticut
$59.4K
SAM
539
Smartleaf Asset Management
Massachusetts
$58.2K
CA
540
CoreCap Advisors
Michigan
$55.4K
TC
541
Truvestments Capital
Florida
$54.3K
Los Angeles Capital Management
542
Los Angeles Capital Management
California
$51.2K
QC
543
Quent Capital
New York
$49.2K
Bessemer Group
544
Bessemer Group
New Jersey
$49K
VIS
545
Vega Investment Solutions
France
$44.1K
OCM
546
Orion Capital Management
California
$43.2K
BAM
547
Byrne Asset Management
New Jersey
$42.2K
CNBTD
548
Citizens National Bank Trust Department
Mississippi
$38.4K
DT
549
DV Trading
Illinois
$38.4K
VCM
550
Versant Capital Management
Arizona
$37.1K