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Essential Utilities

694 hedge funds and large institutions have $8.66B invested in Essential Utilities in 2025 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 207 increasing their positions, 232 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

306% more call options, than puts

Call options by funds: $8.9M | Put options by funds: $2.19M

34% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 83

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

2% more funds holding

Funds holding: 679694 (+15)

5% less capital invested

Capital invested by funds: $9.08B → $8.66B (-$421M)

1.36% less ownership

Funds ownership: 81.14%79.77% (-1.4%)

11% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 232

Holders
694
Holders Change
+15
Holders Change %
+2.21%
% of All Funds
8.4%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
111
Increased
207
Reduced
232
Closed
83
Calls
$8.9M
Puts
$2.19M
Net Calls
+$6.71M
Net Calls Change
-$2.78M

WTRG Hedge Fund Activity: Q4 2025 in Review

694 of the 8,263 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities (WTRG) for Q4 2025, worth a combined $8.66B — down 4.6% from $9.08B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new WTRG positions and 83 closed out — a net gain of 28 holders — while 207 added to existing stakes and 232 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $116M. The largest seller was Canada Pension Plan Investment Board, cutting an estimated $456M.

  • 694 institutional investors held Essential Utilities (WTRG) as of Q4 2025, up from 679 in Q3 2025.
  • Funds reported $8.66B of Essential Utilities stock for Q4 2025, down 4.6% quarter-over-quarter.
  • 111 funds opened new Essential Utilities positions in Q4 2025 and 83 closed out, a net change of +28 holders.
  • The largest Essential Utilities buyer in Q4 2025 was Susquehanna International Group, an estimated $116M added.
  • The largest Essential Utilities seller in Q4 2025 was Canada Pension Plan Investment Board, an estimated $456M sold.

Based on aggregated 13F filings for Q4 2025.