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Essential Utilities

681 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, 206 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%)

10% less repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 230

Holders
681
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
EH
726
Equitable Holdings
New York
RCYC
727
Richard C. Young & Co
Rhode Island
AWA
728
Aaron Wealth Advisors
Illinois
SFS
729
Sowell Financial Services
Arkansas
CCMG
730
Clark Capital Management Group
Pennsylvania
BCA
731
Bay Colony Advisors
Massachusetts
KF
732
Krilogy Financial
Missouri
CFG
733
Certior Financial Group
Pennsylvania
HIP
734
HUB Investment Partners
Texas
LS
735
Livforsakringsbolaget Skandia
Sweden
UF
736
Univest Financial
Pennsylvania
LWA
737
Ledgewood Wealth Advisors
New Hampshire
BBVA
738
Banco Bilbao Vizcaya Argentaria
Spain
CIA
739
Caerus Investment Advisors
Texas
BHWM
740
Bar Harbor Wealth Management
New Hampshire
ASN
741
Advisory Services Network
Georgia
BC
742
Bayforest Capital
United Kingdom
GFWA
743
Grey Fox Wealth Advisors
Delaware
CI Investments Inc
744
CI Investments Inc
Ontario, Canada
GWSG
745
GPS Wealth Strategies Group
Colorado
ABWM
746
Alpine Bank Wealth Management
Colorado
PS
747
Principal Securities
Iowa
A
748
AlphaQuest
New York
MA
749
MCF Advisors
Kentucky
RA
750
Rise Advisors
New York