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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
SOMRS
201
State of Michigan Retirement System
Michigan
$2.57M
PAG
202
Private Advisor Group
New Jersey
$2.52M
Marshall Wace
203
Marshall Wace
United Kingdom
$2.49M
AIM
204
Arcadia Investment Management
Michigan
$2.48M
Thrivent Financial for Lutherans
205
Thrivent Financial for Lutherans
Minnesota
$2.46M
NMIMC
206
Northwestern Mutual Investment Management Company
Wisconsin
$2.43M
WSFS
207
Wilmington Savings Fund Society
Delaware
$2.41M
VLKIM
208
Van Lanschot Kempen Investment Management
Netherlands
$2.28M
GI
209
GAMCO Investors
Connecticut
$2.24M
WA
210
Waverly Advisors
Alabama
$2.2M
ETC
211
Exchange Traded Concepts
Oklahoma
$2.17M
OPERF
212
Oregon Public Employees Retirement Fund
Oregon
$2.16M
BFA
213
Benedict Financial Advisors
Georgia
$2.15M
AAM
214
Advisors Asset Management
Colorado
$2.13M
IA
215
Inspire Advisors
Idaho
$2.13M
Mercer Global Advisors
216
Mercer Global Advisors
Colorado
$2.11M
BA
217
Bridgewater Advisors
New York
$2.09M
Cerity Partners
218
Cerity Partners
New York
$2.06M
NMERB
219
New Mexico Educational Retirement Board
New Mexico
$2.05M
Osaic Holdings
220
Osaic Holdings
Arizona
$2.04M
SG Americas Securities
221
SG Americas Securities
New York
$2.03M
BBA
222
BLB&B Advisors
Pennsylvania
$2.03M
Nisa Investment Advisors
223
Nisa Investment Advisors
Missouri
$1.94M
SAM
224
Secure Asset Management
Michigan
$1.93M
BCIM
225
British Columbia Investment Management
British Columbia, Canada
$1.91M