WTRG icon

Essential Utilities

679 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, 229 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)

1.26% less ownership

Funds ownership: 81.06%79.8% (-1.3%)

10% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 229

Holders
679
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
Wells Fargo
51
Wells Fargo
California
$25.6M
AllianceBernstein
52
AllianceBernstein
Tennessee
$25.1M
Deutsche Bank
53
Deutsche Bank
Germany
$23.7M
Principal Financial Group
54
Principal Financial Group
Iowa
$23.4M
GF
55
Gabelli Funds
New York
$22.5M
Sumitomo Mitsui Trust Group
56
Sumitomo Mitsui Trust Group
Japan
$21.7M
N
57
Nuveen
North Carolina
$21.5M
LP
58
LMR Partners
United Kingdom
$21.5M
COPPSERS
59
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$21.5M
CLGM
60
Capitolis Liquid Global Markets
New York
$21.2M
CLGML
61
CAPITOLIS LIQUID GLOBAL MARKETS LLC
New York
$21.2M
Barclays
62
Barclays
United Kingdom
$21.1M
FLPIM
63
F.L. Putnam Investment Management
Massachusetts
$20.9M
New York State Common Retirement Fund
64
New York State Common Retirement Fund
New York
$19.6M
Squarepoint
65
Squarepoint
New York
$19.3M
Wellington Management Group
66
Wellington Management Group
Massachusetts
$19.2M
EIP
67
Energy Income Partners
Connecticut
$18.9M
Jones Financial Companies
68
Jones Financial Companies
Missouri
$17.6M
Canada Life
69
Canada Life
Manitoba, Canada
$17.4M
GCM
70
Greenland Capital Management
New York
$17.2M
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$16.8M
JGUA
72
John G. Ullman & Associates
New York
$15.6M
Ameriprise
73
Ameriprise
Minnesota
$15.5M
Nomura Asset Management
74
Nomura Asset Management
Japan
$15.2M
Aviva
75
Aviva
United Kingdom
$14.9M