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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
AIC
626
Archer Investment Corporation
Indiana
$7.26K
GGI
627
Godsey & Gibb Inc
Virginia
$7.21K
CIA
628
Cape Investment Advisory
Georgia
$6.66K
CMA
629
Cedar Mountain Advisors
Oregon
$6.58K
IUHSA
630
Itau Unibanco Holding S.A.
Brazil
$6.56K
SWA
631
SOA Wealth Advisors
New York
$6.27K
OP
632
ORG Partners
Indiana
$6.14K
NECFA
633
New England Capital Financial Advisors
Connecticut
$6.02K
FFO
634
Fortitude Family Office
Arizona
$5.45K
CWM
635
Copia Wealth Management
Oregon
$5.29K
SL
636
Salomon & Ludwin
Virginia
$4.2K
KFAS
637
Keating Financial Advisory Services
Kansas
$4.18K
W
638
WealthCollab
Washington
$3.53K
RF
639
Rossby Financial
Florida
$3.5K
GAFA
640
Garton & Associates Financial Advisors
Kentucky
$3.44K
CSC
641
Caldwell Sutter Capital
California
$3.26K
TIM
642
Thompson Investment Management
Wisconsin
$3.11K
ZP
643
Zimmer Partners
New York
$3.07K
TCM
644
Tradewinds Capital Management
Washington
$3K
RWS
645
Retirement Wealth Solutions
Wisconsin
$2.92K
EW
646
Elyxium Wealth
California
$2.92K
TFA
647
Transamerica Financial Advisors
Florida
$2.8K
FG
648
Fairman Group
Pennsylvania
$2.46K
WPA
649
Wealth Preservation Advisors
Tennessee
$2.42K
S
650
Sachetta
Massachusetts
$2.19K