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Essential Utilities

692 hedge funds and large institutions have $8.66B invested in Essential Utilities in 2025 Q4 according to their latest regulatory filings, with 110 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: $9.08B → $8.66B (-$421M)

1.35% less ownership

Funds ownership: 81.14%79.79% (-1.4%)

11% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 232

Holders
692
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
ACM
726
Aquatic Capital Management
Illinois
ALAM
727
Asahi Life Asset Management
Japan
Capstone Investment Advisors
728
Capstone Investment Advisors
New York
HIS
729
Horizon Investment Services
Indiana
NP
730
NorthRock Partners
Minnesota
AG
731
AIA Group
Hong Kong
IWC
732
Integrated Wealth Concepts
Massachusetts
FRA
733
Frank Rimerman Advisors
California
SWM
734
SeaCrest Wealth Management
New York
NAAA
735
New Age Alpha Advisors
New York
EH
736
Equitable Holdings
New York
RCYC
737
Richard C. Young & Co
Rhode Island
AWA
738
Aaron Wealth Advisors
Illinois
SFS
739
Sowell Financial Services
Arkansas
CCMG
740
Clark Capital Management Group
Pennsylvania
BCA
741
Bay Colony Advisors
Massachusetts
KF
742
Krilogy Financial
Missouri
CFG
743
Certior Financial Group
Pennsylvania
HIP
744
HUB Investment Partners
Texas
LS
745
Livforsakringsbolaget Skandia
Sweden
UF
746
Univest Financial
Pennsylvania
LWA
747
Ledgewood Wealth Advisors
New Hampshire
BBVA
748
Banco Bilbao Vizcaya Argentaria
Spain
CIA
749
Caerus Investment Advisors
Texas
BHWM
750
Bar Harbor Wealth Management
New Hampshire