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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
BTI
551
Blue Trust Inc
Georgia
$33.6K
CIAM
552
Caitong International Asset Management
Hong Kong
$32.3K
CAL
553
Capital Advisors Ltd
Ohio
$32K
RDFA
554
Ritter Daniher Financial Advisory
Ohio
$31.7K
PFBT
555
Parkside Financial Bank & Trust
Missouri
$31.3K
FCT
556
First Community Trust
Iowa
$30.8K
NB
557
NBT Bank
New York
$30.7K
AA
558
Ancora Advisors
Ohio
$29.8K
AA
559
Addison Advisors
Vermont
$29.6K
PSB
560
Piscataqua Savings Bank
New Hampshire
$28.8K
AUB
561
Atlantic Union Bankshares
Virginia
$28.1K
VWA
562
VSM Wealth Advisory
Maryland
$27.6K
FAMI
563
Fideuram Asset Management (Ireland)
$27.1K
PGAM
564
Princeton Global Asset Management
New Jersey
$27K
BCM
565
Blume Capital Management
California
$26.9K
SC
566
SouthState Corp
Florida
$26.3K
HBW
567
Hazlett, Burt & Watson
West Virginia
$26K
CFD
568
Creative Financial Designs
Indiana
$25.8K
ANBT
569
American National Bank & Trust
Texas
$25.7K
FCAS
570
First Command Advisory Services
Texas
$25.5K
GA
571
GoalVest Advisory
New York
$25.3K
FPB
572
First PREMIER Bank
South Dakota
$25K
CTA
573
Colonial Trust Advisors
South Carolina
$24K
API
574
Asset Planning Inc
California
$24K
SIS
575
Strategic Investment Solutions
Illinois
$24K