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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
DT
551
DV Trading
Illinois
$38.4K
VCM
552
Versant Capital Management
Arizona
$37.1K
EPL
553
Essential Partners LLC
California
$36.4K
MHR
554
Matthew Hamilton Rosenberg
$36.3K
SIS
555
Sound Income Strategies
Florida
$34.7K
CCC
556
Chelsea Counsel Company
California
$34.5K
BTI
557
Blue Trust Inc
Georgia
$33.6K
CAL
558
Capital Advisors Ltd
Ohio
$32K
RDFA
559
Ritter Daniher Financial Advisory
Ohio
$31.7K
PFBT
560
Parkside Financial Bank & Trust
Missouri
$31.3K
FCT
561
First Community Trust
Iowa
$30.8K
NB
562
NBT Bank
New York
$30.7K
AA
563
Ancora Advisors
Ohio
$29.8K
AA
564
Addison Advisors
Vermont
$29.6K
PSB
565
Piscataqua Savings Bank
New Hampshire
$28.8K
AUB
566
Atlantic Union Bankshares
Virginia
$28.1K
VWA
567
VSM Wealth Advisory
Maryland
$27.6K
FAMI
568
Fideuram Asset Management (Ireland)
$27.1K
PGAM
569
Princeton Global Asset Management
New Jersey
$27K
BCM
570
Blume Capital Management
California
$26.9K
SC
571
SouthState Corp
Florida
$26.3K
HBW
572
Hazlett, Burt & Watson
West Virginia
$26K
CFD
573
Creative Financial Designs
Indiana
$25.8K
ANBT
574
American National Bank & Trust
Texas
$25.7K
FCAS
575
First Command Advisory Services
Texas
$25.5K