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