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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
AIP
201
Ameritas Investment Partners
Nebraska
$2.62M
DnB Asset Management
202
DnB Asset Management
Norway
$2.58M
SOMRS
203
State of Michigan Retirement System
Michigan
$2.57M
PAG
204
Private Advisor Group
New Jersey
$2.52M
Marshall Wace
205
Marshall Wace
United Kingdom
$2.49M
AIM
206
Arcadia Investment Management
Michigan
$2.48M
Thrivent Financial for Lutherans
207
Thrivent Financial for Lutherans
Minnesota
$2.46M
NMIMC
208
Northwestern Mutual Investment Management Company
Wisconsin
$2.43M
WSFS
209
Wilmington Savings Fund Society
Delaware
$2.41M
VLKIM
210
Van Lanschot Kempen Investment Management
Netherlands
$2.28M
GI
211
GAMCO Investors
Connecticut
$2.24M
WA
212
Waverly Advisors
Alabama
$2.2M
ETC
213
Exchange Traded Concepts
Oklahoma
$2.17M
OPERF
214
Oregon Public Employees Retirement Fund
Oregon
$2.16M
BFA
215
Benedict Financial Advisors
Georgia
$2.15M
AAM
216
Advisors Asset Management
Colorado
$2.13M
IA
217
Inspire Advisors
Idaho
$2.13M
Mercer Global Advisors
218
Mercer Global Advisors
Colorado
$2.11M
BA
219
Bridgewater Advisors
New York
$2.09M
Cerity Partners
220
Cerity Partners
New York
$2.06M
NMERB
221
New Mexico Educational Retirement Board
New Mexico
$2.05M
Osaic Holdings
222
Osaic Holdings
Arizona
$2.04M
SG Americas Securities
223
SG Americas Securities
New York
$2.03M
BBA
224
BLB&B Advisors
Pennsylvania
$2.03M
Nisa Investment Advisors
225
Nisa Investment Advisors
Missouri
$1.94M