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Essential Utilities

692 hedge funds and large institutions have $8.66B invested in Essential Utilities in 2025 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 207 increasing their positions, 232 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: $9.08B → $8.66B (-$421M)

1.35% less ownership

Funds ownership: 81.14%79.79% (-1.4%)

11% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 232

Holders
692
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
BBHC
601
Brown Brothers Harriman & Co
New York
$18K
PWA
602
Provenance Wealth Advisors
Florida
$17.6K
WIM
603
Westside Investment Management
California
$17.6K
JWA
604
JFS Wealth Advisors
Pennsylvania
$17.1K
LFG
605
Larson Financial Group
Missouri
$16.3K
ME
606
McIlrath & Eck
Washington
$16.3K
PB
607
Pinnacle Bancorp
Nebraska
$16.2K
CSB
608
City State Bank
Iowa
$14.6K
BONH
609
Bank of New Hampshire
New Hampshire
$14.4K
RF
610
Robbins Farley
New Hampshire
$14.4K
CWP
611
Concord Wealth Partners
Virginia
$14K
NMG
612
New Millennium Group
Utah
$13.6K
TCOT
613
Trust Company of Toledo
Ohio
$13.4K
SWIM
614
Smallwood Wealth Investment Management
New Jersey
$12.8K
HNB
615
Hilltop National Bank
Wyoming
$12.5K
C
616
Covestor
United Kingdom
$12K
WA
617
Westfuller Advisors
New York
$11.7K
GWSA
618
Global Wealth Strategies & Associates
Colorado
$11.5K
T. Rowe Price Investment Management
619
T. Rowe Price Investment Management
Maryland
$11K
GAAM
620
Guinness Atkinson Asset Management
California
$10.7K
SC
621
Swan Capital
Florida
$10.1K
PWPS
622
Pinnacle Wealth Planning Services
Ohio
$9.78K
PFSC
623
Peoples Financial Services Corp
Pennsylvania
$9.59K
EWP
624
Elevation Wealth Partners
California
$9.32K
PWMG
625
Private Wealth Management Group
New Jersey
$9.28K