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Essential Utilities

680 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, 205 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%)

11% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 230

Holders
680
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
VNA
576
Valley National Advisers
Pennsylvania
$23K
BSB
577
Bangor Savings Bank
Maine
$22.8K
P
578
Palladiem
Pennsylvania
$22.7K
WB
579
Webster Bank
Connecticut
$22.2K
DIP
580
DT Investment Partners
Pennsylvania
$21.6K
HWA
581
HHM Wealth Advisors
Tennessee
$21.5K
DAM
582
Delta Asset Management
Tennessee
$21.5K
SS
583
SBI Securities
Japan
$21.4K
TWD
584
True Wealth Design
Ohio
$21.1K
GXJ
585
Global X Japan
Japan
$20.8K
TSMHT
586
Thurston Springer Miller Herd & Titak
Indiana
$20K
LSA
587
Leonteq Securities AG
Switzerland
$19.7K
BC
588
Barrett & Company
Rhode Island
$19.2K
PWA
589
Physician Wealth Advisors
Utah
$19.2K
MCA
590
McGuire Capital Advisors
Oklahoma
$18.9K
RFP
591
Root Financial Partners
California
$18.7K
DWM
592
Darwin Wealth Management
Florida
$18.4K
BBHC
593
Brown Brothers Harriman & Co
New York
$18K
PWA
594
Provenance Wealth Advisors
Florida
$17.6K
WIM
595
Westside Investment Management
California
$17.6K
JWA
596
JFS Wealth Advisors
Pennsylvania
$17.1K
LFG
597
Larson Financial Group
Missouri
$16.3K
ME
598
McIlrath & Eck
Washington
$16.3K
PB
599
Pinnacle Bancorp
Nebraska
$16.2K
CSB
600
City State Bank
Iowa
$14.6K