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Essential Utilities

680 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, 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%)

11% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 230

Holders
680
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
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$5.33M
MIM
127
MetLife Investment Management
New Jersey
$5.3M
TFA
128
Toth Financial Advisory
Virginia
$5.17M
Baird Financial Group
129
Baird Financial Group
Wisconsin
$5.11M
HPIA
130
Hamilton Point Investment Advisors
North Carolina
$5.09M
First Manhattan
131
First Manhattan
New York
$4.99M
AAIS
132
ABN AMRO Investment Solutions
$4.92M
AA
133
ALPS Advisors
Colorado
$4.89M
OAM
134
Ostrum Asset Management
France
$4.89M
American Century Companies
135
American Century Companies
Missouri
$4.86M
NI
136
Nuance Investments
Missouri
$4.83M
AB
137
Amalgamated Bank
New York
$4.79M
Holocene Advisors
138
Holocene Advisors
New York
$4.76M
SEI Investments
139
SEI Investments
Pennsylvania
$4.66M
PFSRSONJ
140
Police & Firemen's Retirement System of New Jersey
New Jersey
$4.62M
Zurich Cantonal Bank
141
Zurich Cantonal Bank
Switzerland
$4.54M
MOACM
142
Mutual of America Capital Management
New York
$4.52M
Balyasny Asset Management
143
Balyasny Asset Management
Illinois
$4.52M
Treasurer of the State of North Carolina
144
Treasurer of the State of North Carolina
North Carolina
$4.51M
TAF
145
Tredje AP-fonden
Sweden
$4.51M
ISS
146
Intesa Sanpaolo SpA.
Italy
$4.5M
HPC
147
HM Payson & Co
Maine
$4.47M
CMP
148
Coston McIsaac & Partners
Maine
$4.42M
Mitsubishi UFJ Trust & Banking
149
Mitsubishi UFJ Trust & Banking
Japan
$4.31M
State of Tennessee, Department of Treasury
150
State of Tennessee, Department of Treasury
Tennessee
$4.22M