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Essential Utilities

690 hedge funds and large institutions have $8.66B invested in Essential Utilities in 2025 Q4 according to their latest regulatory filings, with 109 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: $9.07B → $8.66B (-$416M)

1.3% less ownership

Funds ownership: 81.06%79.76% (-1.3%)

11% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 232

Holders
690
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
Capstone Investment Advisors
726
Capstone Investment Advisors
New York
HIS
727
Horizon Investment Services
Indiana
NP
728
NorthRock Partners
Minnesota
AG
729
AIA Group
Hong Kong
IWC
730
Integrated Wealth Concepts
Massachusetts
FRA
731
Frank Rimerman Advisors
California
SWM
732
SeaCrest Wealth Management
New York
NAAA
733
New Age Alpha Advisors
New York
EH
734
Equitable Holdings
New York
RCYC
735
Richard C. Young & Co
Rhode Island
AWA
736
Aaron Wealth Advisors
Illinois
SFS
737
Sowell Financial Services
Arkansas
CCMG
738
Clark Capital Management Group
Pennsylvania
BCA
739
Bay Colony Advisors
Massachusetts
KF
740
Krilogy Financial
Missouri
CFG
741
Certior Financial Group
Pennsylvania
HIP
742
HUB Investment Partners
Texas
LS
743
Livforsakringsbolaget Skandia
Sweden
UF
744
Univest Financial
Pennsylvania
LWA
745
Ledgewood Wealth Advisors
New Hampshire
BBVA
746
Banco Bilbao Vizcaya Argentaria
Spain
CIA
747
Caerus Investment Advisors
Texas
BHWM
748
Bar Harbor Wealth Management
New Hampshire
ASN
749
Advisory Services Network
Georgia
BC
750
Bayforest Capital
United Kingdom