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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
EW
651
Elyxium Wealth
California
$2.92K
TFA
652
Transamerica Financial Advisors
Florida
$2.8K
FG
653
Fairman Group
Pennsylvania
$2.46K
WPA
654
Wealth Preservation Advisors
Tennessee
$2.42K
S
655
Sachetta
Massachusetts
$2.19K
O
656
Ossiam
France
$2.07K
CFP
657
Comprehensive Financial Planning
Pennsylvania
$1.92K
BIA
658
Bell Investment Advisors
California
$1.69K
BWL
659
Bogart Wealth LLC
Virginia
$1.6K
ADBIC
660
A.D. Beadell Investment Counsel
Wisconsin
$1.43K
CH
661
Cromwell Holdings
Wyoming
$1.42K
OCM
662
Osbon Capital Management
Massachusetts
$1.42K
AW
663
Ankerstar Wealth
Texas
$1.38K
DPW
664
DiNuzzo Private Wealth
Pennsylvania
$1.3K
SEP
665
Signature Equity Partners
Ohio
$1.3K
SG
666
Sankala Group
Colorado
$1.12K
PWA
667
Principia Wealth Advisory
Texas
$1.07K
OAJ
668
Ogorek Anthony Joseph
New York
$1K
UIA
669
Ulland Investment Advisors
Minnesota
$1K
BFS
670
Bare Financial Services
Pennsylvania
$997
CIAM
671
Caitong International Asset Management
Hong Kong
$997
RWM
672
Rialto Wealth Management
New York
$883
MCM
673
MV Capital Management
Maryland
$768
SWM
674
Spire Wealth Management
Virginia
$767
BHWM
675
Bay Harbor Wealth Management
Maryland
$652