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Essential Utilities

681 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, 206 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%)

10% less repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 230

Holders
681
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
CMA
626
Cedar Mountain Advisors
Oregon
$6.58K
IUHSA
627
Itau Unibanco Holding S.A.
Brazil
$6.56K
SWA
628
SOA Wealth Advisors
New York
$6.27K
OP
629
ORG Partners
Indiana
$6.14K
NECFA
630
New England Capital Financial Advisors
Connecticut
$6.02K
FFO
631
Fortitude Family Office
Arizona
$5.45K
CWM
632
Copia Wealth Management
Oregon
$5.29K
SL
633
Salomon & Ludwin
Virginia
$4.2K
KFAS
634
Keating Financial Advisory Services
Kansas
$4.18K
W
635
WealthCollab
Washington
$3.53K
RF
636
Rossby Financial
Florida
$3.5K
GAFA
637
Garton & Associates Financial Advisors
Kentucky
$3.44K
CSC
638
Caldwell Sutter Capital
California
$3.26K
TIM
639
Thompson Investment Management
Wisconsin
$3.11K
ZP
640
Zimmer Partners
New York
$3.07K
TCM
641
Tradewinds Capital Management
Washington
$3K
RWS
642
Retirement Wealth Solutions
Wisconsin
$2.92K
EW
643
Elyxium Wealth
California
$2.92K
TFA
644
Transamerica Financial Advisors
Florida
$2.8K
FG
645
Fairman Group
Pennsylvania
$2.46K
WPA
646
Wealth Preservation Advisors
Tennessee
$2.42K
S
647
Sachetta
Massachusetts
$2.19K
O
648
Ossiam
France
$2.07K
CFP
649
Comprehensive Financial Planning
Pennsylvania
$1.92K
BIA
650
Bell Investment Advisors
California
$1.69K