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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
BFS
651
Bare Financial Services
Pennsylvania
$1.04K -$2.67K -70 -73%
NFSG
652
Newbridge Financial Services Group
Florida
$1.04K
OAJ
653
Ogorek Anthony Joseph
New York
$1K
UIA
654
Ulland Investment Advisors
Minnesota
$1K
CCM
655
Cloud Capital Management
Washington
$1K +$991 +26 New
RWM
656
Rialto Wealth Management
New York
$918 -$152 -4 -15%
MCM
657
MV Capital Management
Maryland
$798 +$267 +7 +54%
GA
658
Guerra Advisors
Florida
$798 +$762 +20 New
SWM
659
Spire Wealth Management
Virginia
$798 +$762 +20 New
HWA
660
Heartwood Wealth Advisors
Virginia
$758 +$724 +19 New
BHWM
661
Bay Harbor Wealth Management
Maryland
$638 +$191 +5 +45%
SIC
662
SJS Investment Consulting
Ohio
$599
MEG
663
Millstone Evans Group
Colorado
$559
STB
664
S&T Bank
Pennsylvania
$559 +$534 +14 New
HIA
665
HFM Investment Advisors
New Jersey
$479
SHIM
666
Stone House Investment Management
Pennsylvania
$479
ACA
667
American Capital Advisory
Idaho
$479 +$76 +2 +20%
TPBG
668
Turning Point Benefit Group
Maryland
$349 +$343 +9 New
QL
669
Quarry LP
New York
$160 -$116K -3,051 -100%
NSIM
670
North Star Investment Management
Illinois
$160
MHR
671
Matthew Hamilton Rosenberg
$120 -$1.98K -52 -95%
RS
672
Rakuten Securities
Japan
$80
SA
673
Seneschal Advisors
Washington
$80 +$76 +2 New
FGAM
674
Financial Gravity Asset Management
Texas
$40 +$38 +1 New
NC
675
North Capital
Utah
$40 +$38 +1 New