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