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Essential Utilities

692 hedge funds and large institutions have $8.66B invested in Essential Utilities in 2025 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 207 increasing their positions, 232 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: $9.08B → $8.66B (-$421M)

1.35% less ownership

Funds ownership: 81.14%79.79% (-1.4%)

11% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 232

Holders
692
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
ACM
626
Anfield Capital Management
California
$9.21K
FMII
627
Farmers & Merchants Investments Inc
Nebraska
$9.21K
BGAI
628
Bruce G. Allen Investments
Colorado
$8.52K
MAM
629
Meeder Asset Management
Ohio
$7.98K
TC
630
Trust Company
Kansas
$7.67K
AIC
631
Archer Investment Corporation
Indiana
$7.26K
GGI
632
Godsey & Gibb Inc
Virginia
$7.21K
CIA
633
Cape Investment Advisory
Georgia
$6.66K
CMA
634
Cedar Mountain Advisors
Oregon
$6.58K
IUHSA
635
Itau Unibanco Holding S.A.
Brazil
$6.56K
SWA
636
SOA Wealth Advisors
New York
$6.27K
OP
637
ORG Partners
Indiana
$6.14K
NECFA
638
New England Capital Financial Advisors
Connecticut
$6.02K
FFO
639
Fortitude Family Office
Arizona
$5.45K
CWM
640
Copia Wealth Management
Oregon
$5.29K
SL
641
Salomon & Ludwin
Virginia
$4.2K
KFAS
642
Keating Financial Advisory Services
Kansas
$4.18K
W
643
WealthCollab
Washington
$3.53K
RF
644
Rossby Financial
Florida
$3.5K
GAFA
645
Garton & Associates Financial Advisors
Kentucky
$3.44K
CSC
646
Caldwell Sutter Capital
California
$3.26K
TIM
647
Thompson Investment Management
Wisconsin
$3.11K
ZP
648
Zimmer Partners
New York
$3.07K
TCM
649
Tradewinds Capital Management
Washington
$3K
RWS
650
Retirement Wealth Solutions
Wisconsin
$2.92K