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Essential Utilities

678 hedge funds and large institutions have $9.08B invested in Essential Utilities in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 273 increasing their positions, 179 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

193% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $4.92M

53% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 179

11% more capital invested

Capital invested by funds: $8.2B → $9.08B (+$880M)

2.44% more ownership

Funds ownership: 78.7%81.14% (+2.4%)

9% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 79

1% less funds holding

Funds holding: 682678 (-4)

Holders
678
Holders Change
-4
Holders Change %
-0.59%
% of All Funds
8.9%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
86
Increased
273
Reduced
179
Closed
79
Calls
$14.4M
Puts
$4.92M
Net Calls
+$9.49M
Net Calls Change
+$674K
Name Holding Trade Value Shares
Change
Change in
Stake
LSA
601
Leonteq Securities AG
Switzerland
$14K +$1.75K +46 +15%
TCOT
602
Trust Company of Toledo
Ohio
$14K
SWIM
603
Smallwood Wealth Investment Management
New Jersey
$13.3K
SS
604
SBI Securities
Japan
$13.3K -$915 -24 -7%
C
605
Covestor
United Kingdom
$13K -$1.37K -36 -10%
HWM
606
Hemington Wealth Management
Virginia
$13K -$839 -22 -6%
HNB
607
Hilltop National Bank
Wyoming
$13K
WA
608
Westfuller Advisors
New York
$12.1K +$11.5K +302 New
T. Rowe Price Investment Management
609
T. Rowe Price Investment Management
Maryland
$12K +$10.7K +280 New
FF
610
Friedenthal Financial
New Jersey
$12K
SWA
611
SOA Wealth Advisors
New York
$11.3K +$114 +3 +1%
BCV
612
Banque Cantonale Vaudoise
Switzerland
$11K
SC
613
Swan Capital
Florida
$10.5K -$5.3K -139 -35%
PFSC
614
Peoples Financial Services Corp
Pennsylvania
$9.97K
PWMG
615
Private Wealth Management Group
New Jersey
$9.66K
ACM
616
Anfield Capital Management
California
$9.58K
MAM
617
Meeder Asset Management
Ohio
$9.3K +$8.88K +233 New
FDCP
618
Foster Dykema Cabot & Partners
Massachusetts
$9.18K +$8.77K +230 New
FMII
619
Farmers & Merchants Investments Inc
Nebraska
$8.98K +$762 +20 +10%
BGAI
620
Bruce G. Allen Investments
Colorado
$8.86K -$4.46K -117 -35%
TC
621
Trust Company
Kansas
$7.98K
BF
622
BOK Financial
Oklahoma
$7.54K +$457 +12 +7%
GGI
623
Godsey & Gibb Inc
Virginia
$7.5K
AIC
624
Archer Investment Corporation
Indiana
$7.49K -$248K -6,496 -97%
CMA
625
Cedar Mountain Advisors
Oregon
$6.78K +$76 +2 +1%