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Essential Utilities

680 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, 205 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%)

11% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 230

Holders
680
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
IUHSA
626
Itau Unibanco Holding S.A.
Brazil
$6.56K
SWA
627
SOA Wealth Advisors
New York
$6.27K
OP
628
ORG Partners
Indiana
$6.14K
NECFA
629
New England Capital Financial Advisors
Connecticut
$6.02K
FFO
630
Fortitude Family Office
Arizona
$5.45K
CWM
631
Copia Wealth Management
Oregon
$5.29K
SL
632
Salomon & Ludwin
Virginia
$4.2K
KFAS
633
Keating Financial Advisory Services
Kansas
$4.18K
W
634
WealthCollab
Washington
$3.53K
RF
635
Rossby Financial
Florida
$3.5K
GAFA
636
Garton & Associates Financial Advisors
Kentucky
$3.44K
CSC
637
Caldwell Sutter Capital
California
$3.26K
TIM
638
Thompson Investment Management
Wisconsin
$3.11K
ZP
639
Zimmer Partners
New York
$3.07K
TCM
640
Tradewinds Capital Management
Washington
$3K
RWS
641
Retirement Wealth Solutions
Wisconsin
$2.92K
EW
642
Elyxium Wealth
California
$2.92K
TFA
643
Transamerica Financial Advisors
Florida
$2.8K
FG
644
Fairman Group
Pennsylvania
$2.46K
WPA
645
Wealth Preservation Advisors
Tennessee
$2.42K
S
646
Sachetta
Massachusetts
$2.19K
O
647
Ossiam
France
$2.07K
CFP
648
Comprehensive Financial Planning
Pennsylvania
$1.92K
BIA
649
Bell Investment Advisors
California
$1.69K
BWL
650
Bogart Wealth LLC
Virginia
$1.6K