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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
CSB
601
City State Bank
Iowa
$14.6K
RF
602
Robbins Farley
New Hampshire
$14.4K
CWP
603
Concord Wealth Partners
Virginia
$14K
NMG
604
New Millennium Group
Utah
$13.6K
TCOT
605
Trust Company of Toledo
Ohio
$13.4K
SWIM
606
Smallwood Wealth Investment Management
New Jersey
$12.8K
HNB
607
Hilltop National Bank
Wyoming
$12.5K
C
608
Covestor
United Kingdom
$12K
WA
609
Westfuller Advisors
New York
$11.7K
GWSA
610
Global Wealth Strategies & Associates
Colorado
$11.5K
T. Rowe Price Investment Management
611
T. Rowe Price Investment Management
Maryland
$11K
GAAM
612
Guinness Atkinson Asset Management
California
$10.7K
SC
613
Swan Capital
Florida
$10.1K
PWPS
614
Pinnacle Wealth Planning Services
Ohio
$9.78K
PFSC
615
Peoples Financial Services Corp
Pennsylvania
$9.59K
EWP
616
Elevation Wealth Partners
California
$9.32K
PWMG
617
Private Wealth Management Group
New Jersey
$9.28K
ACM
618
Anfield Capital Management
California
$9.21K
FMII
619
Farmers & Merchants Investments Inc
Nebraska
$9.21K
BGAI
620
Bruce G. Allen Investments
Colorado
$8.52K
MAM
621
Meeder Asset Management
Ohio
$7.98K
TC
622
Trust Company
Kansas
$7.67K
AIC
623
Archer Investment Corporation
Indiana
$7.26K
GGI
624
Godsey & Gibb Inc
Virginia
$7.21K
CIA
625
Cape Investment Advisory
Georgia
$6.66K