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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
ZBNA
576
Zions Bancorporation, National Association
Utah
$23.6K
VNA
577
Valley National Advisers
Pennsylvania
$23K
BSB
578
Bangor Savings Bank
Maine
$22.8K
P
579
Palladiem
Pennsylvania
$22.7K
WB
580
Webster Bank
Connecticut
$22.2K
DIP
581
DT Investment Partners
Pennsylvania
$21.6K
HWA
582
HHM Wealth Advisors
Tennessee
$21.5K
DAM
583
Delta Asset Management
Tennessee
$21.5K
SS
584
SBI Securities
Japan
$21.4K
TWD
585
True Wealth Design
Ohio
$21.1K
GXJ
586
Global X Japan
Japan
$20.8K
TSMHT
587
Thurston Springer Miller Herd & Titak
Indiana
$20K
LSA
588
Leonteq Securities AG
Switzerland
$19.7K
BC
589
Barrett & Company
Rhode Island
$19.2K
PWA
590
Physician Wealth Advisors
Utah
$19.2K
MCA
591
McGuire Capital Advisors
Oklahoma
$18.9K
RFP
592
Root Financial Partners
California
$18.7K
DWM
593
Darwin Wealth Management
Florida
$18.4K
BBHC
594
Brown Brothers Harriman & Co
New York
$18K
PWA
595
Provenance Wealth Advisors
Florida
$17.6K
WIM
596
Westside Investment Management
California
$17.6K
JWA
597
JFS Wealth Advisors
Pennsylvania
$17.1K
LFG
598
Larson Financial Group
Missouri
$16.3K
ME
599
McIlrath & Eck
Washington
$16.3K
PB
600
Pinnacle Bancorp
Nebraska
$16.2K