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Essential Utilities

690 hedge funds and large institutions have $8.66B invested in Essential Utilities in 2025 Q4 according to their latest regulatory filings, with 109 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: $9.07B → $8.66B (-$416M)

1.3% less ownership

Funds ownership: 81.06%79.76% (-1.3%)

11% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 232

Holders
690
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
WIM
601
Westside Investment Management
California
$17.6K
JWA
602
JFS Wealth Advisors
Pennsylvania
$17.1K
LFG
603
Larson Financial Group
Missouri
$16.3K
ME
604
McIlrath & Eck
Washington
$16.3K
PB
605
Pinnacle Bancorp
Nebraska
$16.2K
CSB
606
City State Bank
Iowa
$14.6K
RF
607
Robbins Farley
New Hampshire
$14.4K
BONH
608
Bank of New Hampshire
New Hampshire
$14.4K
CWP
609
Concord Wealth Partners
Virginia
$14K
NMG
610
New Millennium Group
Utah
$13.6K
TCOT
611
Trust Company of Toledo
Ohio
$13.4K
SWIM
612
Smallwood Wealth Investment Management
New Jersey
$12.8K
HNB
613
Hilltop National Bank
Wyoming
$12.5K
C
614
Covestor
United Kingdom
$12K
WA
615
Westfuller Advisors
New York
$11.7K
GWSA
616
Global Wealth Strategies & Associates
Colorado
$11.5K
T. Rowe Price Investment Management
617
T. Rowe Price Investment Management
Maryland
$11K
GAAM
618
Guinness Atkinson Asset Management
California
$10.7K
SC
619
Swan Capital
Florida
$10.1K
PWPS
620
Pinnacle Wealth Planning Services
Ohio
$9.78K
PFSC
621
Peoples Financial Services Corp
Pennsylvania
$9.59K
EWP
622
Elevation Wealth Partners
California
$9.32K
PWMG
623
Private Wealth Management Group
New Jersey
$9.28K
ACM
624
Anfield Capital Management
California
$9.21K
FMII
625
Farmers & Merchants Investments Inc
Nebraska
$9.21K