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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
ADBIC
651
A.D. Beadell Investment Counsel
Wisconsin
$1.43K
CH
652
Cromwell Holdings
Wyoming
$1.42K
AW
653
Ankerstar Wealth
Texas
$1.38K
DPW
654
DiNuzzo Private Wealth
Pennsylvania
$1.3K
SEP
655
Signature Equity Partners
Ohio
$1.3K
PWA
656
Principia Wealth Advisory
Texas
$1.07K
OAJ
657
Ogorek Anthony Joseph
New York
$1K
UIA
658
Ulland Investment Advisors
Minnesota
$1K
BFS
659
Bare Financial Services
Pennsylvania
$997
RWM
660
Rialto Wealth Management
New York
$883
MCM
661
MV Capital Management
Maryland
$768
SWM
662
Spire Wealth Management
Virginia
$767
BHWM
663
Bay Harbor Wealth Management
Maryland
$652
SIC
664
SJS Investment Consulting
Ohio
$576
MEG
665
Millstone Evans Group
Colorado
$537
FC
666
Financial Consulate
Maryland
$499
GFA
667
Godfrey Financial Associates
New York
$499
HIA
668
HFM Investment Advisors
New Jersey
$461
SHIM
669
Stone House Investment Management
Pennsylvania
$460
TPBG
670
Turning Point Benefit Group
Maryland
$345
ACA
671
American Capital Advisory
Idaho
$307
DF
672
Dunhill Financial
United Kingdom
$246
NSIM
673
North Star Investment Management
Illinois
$153
HFS
674
Hughes Financial Services
Virginia
$115
RS
675
Rakuten Securities
Japan
$77