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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
GA
576
GoalVest Advisory
New York
$25.3K
FPB
577
First PREMIER Bank
South Dakota
$25K
API
578
Asset Planning Inc
California
$24K
CTA
579
Colonial Trust Advisors
South Carolina
$24K
SIS
580
Strategic Investment Solutions
Illinois
$24K
ZBNA
581
Zions Bancorporation, National Association
Utah
$23.6K
VNA
582
Valley National Advisers
Pennsylvania
$23K
BSB
583
Bangor Savings Bank
Maine
$22.8K
P
584
Palladiem
Pennsylvania
$22.7K
WB
585
Webster Bank
Connecticut
$22.2K
DIP
586
DT Investment Partners
Pennsylvania
$21.6K
HWA
587
HHM Wealth Advisors
Tennessee
$21.5K
DAM
588
Delta Asset Management
Tennessee
$21.5K
SS
589
SBI Securities
Japan
$21.4K
TWD
590
True Wealth Design
Ohio
$21.1K
GXJ
591
Global X Japan
Japan
$20.8K
TSMHT
592
Thurston Springer Miller Herd & Titak
Indiana
$20K
LSA
593
Leonteq Securities AG
Switzerland
$19.7K
PWA
594
Physician Wealth Advisors
Utah
$19.2K
BC
595
Barrett & Company
Rhode Island
$19.2K
MCA
596
McGuire Capital Advisors
Oklahoma
$18.9K
RFP
597
Root Financial Partners
California
$18.7K
DWM
598
Darwin Wealth Management
Florida
$18.4K
BBHC
599
Brown Brothers Harriman & Co
New York
$18K
PWA
600
Provenance Wealth Advisors
Florida
$17.6K