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Essential Utilities

678 hedge funds and large institutions have $9.08B invested in Essential Utilities in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 273 increasing their positions, 179 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

193% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $4.92M

53% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 179

11% more capital invested

Capital invested by funds: $8.2B → $9.08B (+$880M)

2.44% more ownership

Funds ownership: 78.7%81.14% (+2.4%)

9% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 79

1% less funds holding

Funds holding: 682678 (-4)

Holders
678
Holders Change
-4
Holders Change %
-0.59%
% of All Funds
8.9%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
86
Increased
273
Reduced
179
Closed
79
Calls
$14.4M
Puts
$4.92M
Net Calls
+$9.49M
Net Calls Change
+$674K
Name Holding Trade Value Shares
Change
Change in
Stake
IUHSA
626
Itau Unibanco Holding S.A.
Brazil
$6.3K
NECFA
627
New England Capital Financial Advisors
Connecticut
$6.26K
TFA
628
Transamerica Financial Advisors
Florida
$5.87K +$5.6K +147 New
JWM
629
JPL Wealth Management
Colorado
$5.79K +$5.53K +145 New
CWM
630
Copia Wealth Management
Oregon
$5.51K
SL
631
Salomon & Ludwin
Virginia
$4.37K +$4.23K +111 New
W
632
WealthCollab
Washington
$3.67K
RWS
633
Retirement Wealth Solutions
Wisconsin
$3.51K +$3.35K +88 New
CSC
634
Caldwell Sutter Capital
California
$3.39K
TIM
635
Thompson Investment Management
Wisconsin
$3.23K +$3.09K +81 New
FFO
636
Fortitude Family Office
Arizona
$3.19K +$496 +13 +19%
TCM
637
Tradewinds Capital Management
Washington
$3.09K +$38 +1 +1%
RDFA
638
Ritter Daniher Financial Advisory
Ohio
$2.67K +$2.55K +67 New
WPA
639
Wealth Preservation Advisors
Tennessee
$2.51K
RF
640
Rossby Financial
Florida
$2.48K +$1.75K +46 +256%
ZBNA
641
Zions Bancorporation, National Association
Utah
$2.47K +$2.36K +62 New
S
642
Sachetta
Massachusetts
$2.27K
CFP
643
Comprehensive Financial Planning
Pennsylvania
$2K
CPG
644
Cornerstone Planning Group
New Jersey
$1.86K +$114 +3 +7%
BIA
645
Bell Investment Advisors
California
$1.76K -$496 -13 -23%
BWL
646
Bogart Wealth LLC
Virginia
$1.65K
CH
647
Cromwell Holdings
Wyoming
$1.48K
DPW
648
DiNuzzo Private Wealth
Pennsylvania
$1.34K -$76 -2 -6%
PWA
649
Principia Wealth Advisory
Texas
$1.08K -$724 -19 -41%
MG
650
Mather Group
Illinois
$1.08K +$1.03K +27 New