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Essential Utilities

671 hedge funds and large institutions have $8.7B invested in Essential Utilities in 2025 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 241 increasing their positions, 201 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
671
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.8M
Puts
$5.48M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWIM
601
Smallwood Wealth Investment Management
New Jersey
$13.2K
SW
602
SVB Wealth
Massachusetts
$12.9K
HWM
603
Hemington Wealth Management
Virginia
$12K
CB
604
CNB Bank
Pennsylvania
$11.9K
NC
605
NewSquare Capital
Pennsylvania
$11.5K
FCG
606
Financial Connections Group
California
$11K
HFS
607
Hantz Financial Services
Michigan
$10K
MC
608
Montag & Caldwell
Georgia
$9.88K
PFSC
609
Peoples Financial Services Corp
Pennsylvania
$9.88K
PWMG
610
Private Wealth Management Group
New Jersey
$9.57K
DWM
611
Darwin Wealth Management
Florida
$8.17K
TC
612
Trust Company
Kansas
$7.91K
GGI
613
Godsey & Gibb Inc
Virginia
$7.43K
FMII
614
Farmers & Merchants Investments Inc
Nebraska
$7.31K
GJIA
615
Glass Jacobson Investment Advisors
Maryland
$7.26K
BF
616
BOK Financial
Oklahoma
$7K
KWM
617
Kiker Wealth Management
Georgia
$6.92K
CIA
618
Cape Investment Advisory
Georgia
$6.86K
CMA
619
Cedar Mountain Advisors
Oregon
$6.6K
HCP
620
Hexagon Capital Partners
Arkansas
$6.33K
NECFA
621
New England Capital Financial Advisors
Connecticut
$6.21K
A
622
AlphaQuest
New York
$6.01K
IUHSA
623
Itau Unibanco Holding S.A.
Brazil
$6K
TH
624
TCTC Holdings
Texas
$5.53K
CWM
625
Copia Wealth Management
Oregon
$5.46K