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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
DWM
576
Darwin Wealth Management
Florida
$24.2K +$14.5K +381 +169%
BSB
577
Bangor Savings Bank
Maine
$23.5K +$191 +5 +0.9%
VNA
578
Valley National Advisers
Pennsylvania
$23K
DIP
579
DT Investment Partners
Pennsylvania
$22.5K
HWA
580
HHM Wealth Advisors
Tennessee
$22.4K
DAM
581
Delta Asset Management
Tennessee
$22.3K
BC
582
Barrett & Company
Rhode Island
$19.9K
PWA
583
Physician Wealth Advisors
Utah
$19.9K +$19.1K +500 New
RA
584
Rise Advisors
New York
$19.2K
BBHC
585
Brown Brothers Harriman & Co
New York
$18.7K
RFP
586
Root Financial Partners
California
$18.7K +$17.8K +468 New
PWA
587
Provenance Wealth Advisors
Florida
$18.3K
WIM
588
Westside Investment Management
California
$17.6K +$8.65K +227 +100%
ME
589
McIlrath & Eck
Washington
$16.9K
PB
590
Pinnacle Bancorp
Nebraska
$16.9K
LFG
591
Larson Financial Group
Missouri
$16.6K -$229 -6 -1%
HBW
592
Hazlett, Burt & Watson
West Virginia
$16K -$3.81K -100 -20%
CT
593
Caldwell Trust
Florida
$16K
GXJ
594
Global X Japan
Japan
$15.6K +$5.37K +141 +56%
JWA
595
JFS Wealth Advisors
Pennsylvania
$15.6K -$496 -13 -3%
CSB
596
City State Bank
Iowa
$15.2K
BONH
597
Bank of New Hampshire
New Hampshire
$15K
RF
598
Robbins Farley
New Hampshire
$15K
CWP
599
Concord Wealth Partners
Virginia
$14.4K +$114 +3 +0.8%
NMG
600
New Millennium Group
Utah
$14.1K +$114 +3 +0.9%