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Essential Utilities

690 hedge funds and large institutions have $8.66B invested in Essential Utilities in 2025 Q4 according to their latest regulatory filings, with 109 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: $9.07B → $8.66B (-$416M)

1.3% less ownership

Funds ownership: 81.06%79.76% (-1.3%)

11% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 232

Holders
690
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
FG
651
Fairman Group
Pennsylvania
$2.46K
WPA
652
Wealth Preservation Advisors
Tennessee
$2.42K
S
653
Sachetta
Massachusetts
$2.19K
O
654
Ossiam
France
$2.07K
CFP
655
Comprehensive Financial Planning
Pennsylvania
$1.92K
BIA
656
Bell Investment Advisors
California
$1.69K
BWL
657
Bogart Wealth LLC
Virginia
$1.6K
ADBIC
658
A.D. Beadell Investment Counsel
Wisconsin
$1.43K
CH
659
Cromwell Holdings
Wyoming
$1.42K
OCM
660
Osbon Capital Management
Massachusetts
$1.42K
AW
661
Ankerstar Wealth
Texas
$1.38K
DPW
662
DiNuzzo Private Wealth
Pennsylvania
$1.3K
SEP
663
Signature Equity Partners
Ohio
$1.3K
SG
664
Sankala Group
Colorado
$1.12K
PWA
665
Principia Wealth Advisory
Texas
$1.07K
UIA
666
Ulland Investment Advisors
Minnesota
$1K
OAJ
667
Ogorek Anthony Joseph
New York
$1K
BFS
668
Bare Financial Services
Pennsylvania
$997
CIAM
669
Caitong International Asset Management
Hong Kong
$997
RWM
670
Rialto Wealth Management
New York
$883
MCM
671
MV Capital Management
Maryland
$768
SWM
672
Spire Wealth Management
Virginia
$767
BHWM
673
Bay Harbor Wealth Management
Maryland
$652
SIC
674
SJS Investment Consulting
Ohio
$576
MEG
675
Millstone Evans Group
Colorado
$537