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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
MHR
551
Matthew Hamilton Rosenberg
$36.3K
SIS
552
Sound Income Strategies
Florida
$34.7K
CCC
553
Chelsea Counsel Company
California
$34.5K
BTI
554
Blue Trust Inc
Georgia
$33.6K
CAL
555
Capital Advisors Ltd
Ohio
$32K
RDFA
556
Ritter Daniher Financial Advisory
Ohio
$31.7K
PFBT
557
Parkside Financial Bank & Trust
Missouri
$31.3K
FCT
558
First Community Trust
Iowa
$30.8K
NB
559
NBT Bank
New York
$30.7K
AA
560
Ancora Advisors
Ohio
$29.8K
AA
561
Addison Advisors
Vermont
$29.6K
PSB
562
Piscataqua Savings Bank
New Hampshire
$28.8K
AUB
563
Atlantic Union Bankshares
Virginia
$28.1K
VWA
564
VSM Wealth Advisory
Maryland
$27.6K
FAMI
565
Fideuram Asset Management (Ireland)
$27.1K
PGAM
566
Princeton Global Asset Management
New Jersey
$27K
BCM
567
Blume Capital Management
California
$26.9K
SC
568
SouthState Corp
Florida
$26.3K
HBW
569
Hazlett, Burt & Watson
West Virginia
$26K
CFD
570
Creative Financial Designs
Indiana
$25.8K
ANBT
571
American National Bank & Trust
Texas
$25.7K
FCAS
572
First Command Advisory Services
Texas
$25.5K
GA
573
GoalVest Advisory
New York
$25.3K
FPB
574
First PREMIER Bank
South Dakota
$25K
CTA
575
Colonial Trust Advisors
South Carolina
$24K