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Essential Utilities

678 hedge funds and large institutions have $9.08B invested in Essential Utilities in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 273 increasing their positions, 179 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

193% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $4.92M

53% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 179

11% more capital invested

Capital invested by funds: $8.2B → $9.08B (+$880M)

2.44% more ownership

Funds ownership: 78.7%81.14% (+2.4%)

9% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 79

1% less funds holding

Funds holding: 682678 (-4)

Holders
678
Holders Change
-4
Holders Change %
-0.59%
% of All Funds
8.9%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
86
Increased
273
Reduced
179
Closed
79
Calls
$14.4M
Puts
$4.92M
Net Calls
+$9.49M
Net Calls Change
+$674K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
551
IFP Advisors
Florida
$43.5K +$305 +8 +0.7%
CNBTD
552
Citizens National Bank Trust Department
Mississippi
$39.9K -$9.53K -250 -20%
CCC
553
Chelsea Counsel Company
California
$35.9K
SIS
554
Sound Income Strategies
Florida
$35.3K -$68.9K -1,808 -67%
BTI
555
Blue Trust Inc
Georgia
$34.9K -$4.84K -127 -13%
KSB
556
Kennebec Savings Bank
Maine
$33.8K
CAL
557
Capital Advisors Ltd
Ohio
$33K
WB
558
Webster Bank
Connecticut
$32.9K
FCT
559
First Community Trust
Iowa
$32K
NB
560
NBT Bank
New York
$31.9K
AA
561
Addison Advisors
Vermont
$30.8K
MA
562
MCF Advisors
Kentucky
$30.1K
PSB
563
Piscataqua Savings Bank
New Hampshire
$29.9K
PFBT
564
Parkside Financial Bank & Trust
Missouri
$29.6K +$76 +2 +0.3%
AUB
565
Atlantic Union Bankshares
Virginia
$29.2K +$25.7K +675 +1,164%
VWA
566
VSM Wealth Advisory
Maryland
$28.7K
PGAM
567
Princeton Global Asset Management
New Jersey
$28.1K
SC
568
SouthState Corp
Florida
$28K
PE
569
Point72 Europe
United Kingdom
$27.3K +$26.1K +684 New
ANBT
570
American National Bank & Trust
Texas
$26.8K +$25.6K +671 New
FCAS
571
First Command Advisory Services
Texas
$26.6K
FPB
572
First PREMIER Bank
South Dakota
$26K
API
573
Asset Planning Inc
California
$24.9K
CTA
574
Colonial Trust Advisors
South Carolina
$24.9K
SIS
575
Strategic Investment Solutions
Illinois
$24.7K +$191 +5 +0.8%