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Essential Utilities

687 hedge funds and large institutions have $8.65B invested in Essential Utilities in 2025 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 206 increasing their positions, 231 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 → $8.65B (-$424M)

1.38% less ownership

Funds ownership: 81.05%79.67% (-1.4%)

11% less repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 231

Holders
687
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
O
651
Ossiam
France
$2.07K
CFP
652
Comprehensive Financial Planning
Pennsylvania
$1.92K
BIA
653
Bell Investment Advisors
California
$1.69K
BWL
654
Bogart Wealth LLC
Virginia
$1.6K
ADBIC
655
A.D. Beadell Investment Counsel
Wisconsin
$1.43K
CH
656
Cromwell Holdings
Wyoming
$1.42K
OCM
657
Osbon Capital Management
Massachusetts
$1.42K
AW
658
Ankerstar Wealth
Texas
$1.38K
DPW
659
DiNuzzo Private Wealth
Pennsylvania
$1.3K
SEP
660
Signature Equity Partners
Ohio
$1.3K
SG
661
Sankala Group
Colorado
$1.12K
PWA
662
Principia Wealth Advisory
Texas
$1.07K
OAJ
663
Ogorek Anthony Joseph
New York
$1K
UIA
664
Ulland Investment Advisors
Minnesota
$1K
BFS
665
Bare Financial Services
Pennsylvania
$997
CIAM
666
Caitong International Asset Management
Hong Kong
$997
RWM
667
Rialto Wealth Management
New York
$883
MCM
668
MV Capital Management
Maryland
$768
SWM
669
Spire Wealth Management
Virginia
$767
BHWM
670
Bay Harbor Wealth Management
Maryland
$652
SIC
671
SJS Investment Consulting
Ohio
$576
MEG
672
Millstone Evans Group
Colorado
$537
FC
673
Financial Consulate
Maryland
$499
GFA
674
Godfrey Financial Associates
New York
$499
HIA
675
HFM Investment Advisors
New Jersey
$461