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Essential Utilities

687 hedge funds and large institutions have $8.65B invested in Essential Utilities in 2025 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 206 increasing their positions, 231 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 → $8.65B (-$424M)

1.38% less ownership

Funds ownership: 81.05%79.67% (-1.4%)

11% less repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 231

Holders
687
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
ME
601
McIlrath & Eck
Washington
$16.3K
PB
602
Pinnacle Bancorp
Nebraska
$16.2K
CSB
603
City State Bank
Iowa
$14.6K
RF
604
Robbins Farley
New Hampshire
$14.4K
BONH
605
Bank of New Hampshire
New Hampshire
$14.4K
CWP
606
Concord Wealth Partners
Virginia
$14K
NMG
607
New Millennium Group
Utah
$13.6K
TCOT
608
Trust Company of Toledo
Ohio
$13.4K
SWIM
609
Smallwood Wealth Investment Management
New Jersey
$12.8K
HNB
610
Hilltop National Bank
Wyoming
$12.5K
C
611
Covestor
United Kingdom
$12K
WA
612
Westfuller Advisors
New York
$11.7K
GWSA
613
Global Wealth Strategies & Associates
Colorado
$11.5K
T. Rowe Price Investment Management
614
T. Rowe Price Investment Management
Maryland
$11K
GAAM
615
Guinness Atkinson Asset Management
California
$10.7K
SC
616
Swan Capital
Florida
$10.1K
PWPS
617
Pinnacle Wealth Planning Services
Ohio
$9.78K
PFSC
618
Peoples Financial Services Corp
Pennsylvania
$9.59K
EWP
619
Elevation Wealth Partners
California
$9.32K
PWMG
620
Private Wealth Management Group
New Jersey
$9.28K
ACM
621
Anfield Capital Management
California
$9.21K
FMII
622
Farmers & Merchants Investments Inc
Nebraska
$9.21K
BGAI
623
Bruce G. Allen Investments
Colorado
$8.52K
MAM
624
Meeder Asset Management
Ohio
$7.98K
TC
625
Trust Company
Kansas
$7.67K