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Essential Utilities

681 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, 206 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%)

10% less repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 230

Holders
681
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
PAG
201
Private Advisor Group
New Jersey
$2.52M
Marshall Wace
202
Marshall Wace
United Kingdom
$2.49M
AIM
203
Arcadia Investment Management
Michigan
$2.48M
Thrivent Financial for Lutherans
204
Thrivent Financial for Lutherans
Minnesota
$2.46M
NMIMC
205
Northwestern Mutual Investment Management Company
Wisconsin
$2.43M
WSFS
206
Wilmington Savings Fund Society
Delaware
$2.41M
VLKIM
207
Van Lanschot Kempen Investment Management
Netherlands
$2.28M
GI
208
GAMCO Investors
Connecticut
$2.24M
WA
209
Waverly Advisors
Alabama
$2.2M
ETC
210
Exchange Traded Concepts
Oklahoma
$2.17M
OPERF
211
Oregon Public Employees Retirement Fund
Oregon
$2.16M
BFA
212
Benedict Financial Advisors
Georgia
$2.15M
AAM
213
Advisors Asset Management
Colorado
$2.13M
IA
214
Inspire Advisors
Idaho
$2.13M
Mercer Global Advisors
215
Mercer Global Advisors
Colorado
$2.11M
BA
216
Bridgewater Advisors
New York
$2.09M
Cerity Partners
217
Cerity Partners
New York
$2.06M
NMERB
218
New Mexico Educational Retirement Board
New Mexico
$2.05M
Osaic Holdings
219
Osaic Holdings
Arizona
$2.04M
SG Americas Securities
220
SG Americas Securities
New York
$2.03M
BBA
221
BLB&B Advisors
Pennsylvania
$2.03M
Nisa Investment Advisors
222
Nisa Investment Advisors
Missouri
$1.94M
Corient Private Wealth
223
Corient Private Wealth
Florida
$1.93M
SAM
224
Secure Asset Management
Michigan
$1.93M
BCIM
225
British Columbia Investment Management
British Columbia, Canada
$1.91M