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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
API
576
Asset Planning Inc
California
$24K
SIS
577
Strategic Investment Solutions
Illinois
$24K
ZBNA
578
Zions Bancorporation, National Association
Utah
$23.6K
VNA
579
Valley National Advisers
Pennsylvania
$23K
BSB
580
Bangor Savings Bank
Maine
$22.8K
P
581
Palladiem
Pennsylvania
$22.7K
WB
582
Webster Bank
Connecticut
$22.2K
DIP
583
DT Investment Partners
Pennsylvania
$21.6K
HWA
584
HHM Wealth Advisors
Tennessee
$21.5K
DAM
585
Delta Asset Management
Tennessee
$21.5K
SS
586
SBI Securities
Japan
$21.4K
TWD
587
True Wealth Design
Ohio
$21.1K
GXJ
588
Global X Japan
Japan
$20.8K
TSMHT
589
Thurston Springer Miller Herd & Titak
Indiana
$20K
LSA
590
Leonteq Securities AG
Switzerland
$19.7K
BC
591
Barrett & Company
Rhode Island
$19.2K
PWA
592
Physician Wealth Advisors
Utah
$19.2K
MCA
593
McGuire Capital Advisors
Oklahoma
$18.9K
RFP
594
Root Financial Partners
California
$18.7K
DWM
595
Darwin Wealth Management
Florida
$18.4K
BBHC
596
Brown Brothers Harriman & Co
New York
$18K
PWA
597
Provenance Wealth Advisors
Florida
$17.6K
WIM
598
Westside Investment Management
California
$17.6K
JWA
599
JFS Wealth Advisors
Pennsylvania
$17.1K
LFG
600
Larson Financial Group
Missouri
$16.3K