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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
RF
601
Robbins Farley
New Hampshire
$14.4K
CWP
602
Concord Wealth Partners
Virginia
$14K
NMG
603
New Millennium Group
Utah
$13.6K
TCOT
604
Trust Company of Toledo
Ohio
$13.4K
SWIM
605
Smallwood Wealth Investment Management
New Jersey
$12.8K
HNB
606
Hilltop National Bank
Wyoming
$12.5K
C
607
Covestor
United Kingdom
$12K
WA
608
Westfuller Advisors
New York
$11.7K
GWSA
609
Global Wealth Strategies & Associates
Colorado
$11.5K
T. Rowe Price Investment Management
610
T. Rowe Price Investment Management
Maryland
$11K
GAAM
611
Guinness Atkinson Asset Management
California
$10.7K
SC
612
Swan Capital
Florida
$10.1K
PWPS
613
Pinnacle Wealth Planning Services
Ohio
$9.78K
PFSC
614
Peoples Financial Services Corp
Pennsylvania
$9.59K
EWP
615
Elevation Wealth Partners
California
$9.32K
PWMG
616
Private Wealth Management Group
New Jersey
$9.28K
ACM
617
Anfield Capital Management
California
$9.21K
FMII
618
Farmers & Merchants Investments Inc
Nebraska
$9.21K
BGAI
619
Bruce G. Allen Investments
Colorado
$8.52K
MAM
620
Meeder Asset Management
Ohio
$7.98K
TC
621
Trust Company
Kansas
$7.67K
AIC
622
Archer Investment Corporation
Indiana
$7.26K
GGI
623
Godsey & Gibb Inc
Virginia
$7.21K
CIA
624
Cape Investment Advisory
Georgia
$6.66K
CMA
625
Cedar Mountain Advisors
Oregon
$6.58K