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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
BAM
551
Byrne Asset Management
New Jersey
$42.2K
CNBTD
552
Citizens National Bank Trust Department
Mississippi
$38.4K
DT
553
DV Trading
Illinois
$38.4K
VCM
554
Versant Capital Management
Arizona
$37.1K
EP
555
Essential Partners
California
$36.4K
MHR
556
Matthew Hamilton Rosenberg
$36.3K
SIS
557
Sound Income Strategies
Florida
$34.7K
CCC
558
Chelsea Counsel Company
California
$34.5K
BTI
559
Blue Trust Inc
Georgia
$33.6K
CAL
560
Capital Advisors Ltd
Ohio
$32K
RDFA
561
Ritter Daniher Financial Advisory
Ohio
$31.7K
PFBT
562
Parkside Financial Bank & Trust
Missouri
$31.3K
FCT
563
First Community Trust
Iowa
$30.8K
NB
564
NBT Bank
New York
$30.7K
AA
565
Ancora Advisors
Ohio
$29.8K
AA
566
Addison Advisors
Vermont
$29.6K
PSB
567
Piscataqua Savings Bank
New Hampshire
$28.8K
AUB
568
Atlantic Union Bankshares
Virginia
$28.1K
VWA
569
VSM Wealth Advisory
Maryland
$27.6K
FAMI
570
Fideuram Asset Management (Ireland)
$27.1K
PGAM
571
Princeton Global Asset Management
New Jersey
$27K
BCM
572
Blume Capital Management
California
$26.9K
SC
573
SouthState Corp
Florida
$26.3K
HBW
574
Hazlett, Burt & Watson
West Virginia
$26K
CFD
575
Creative Financial Designs
Indiana
$25.8K