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Essential Utilities

694 hedge funds and large institutions have $8.72B invested in Essential Utilities in 2026 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 218 increasing their positions, 250 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more call options, than puts

Call options by funds: $6.7M | Put options by funds: $1.88M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

20% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 74

1% more capital invested

Capital invested by funds: $8.66B → $8.72B (+$64.8M)

0% more funds holding

Funds holding: 692694 (+2)

3.32% less ownership

Funds ownership: 79.79%76.47% (-3.3%)

13% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 250

Holders
694
Holders Change
+2
Holders Change %
+0.29%
% of All Funds
8.55%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
89
Increased
218
Reduced
250
Closed
74
Calls
$6.7M
Puts
$1.88M
Net Calls
+$4.82M
Net Calls Change
-$1.89M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.27B -$109M -2,775,514 -8%
VPM
2
Vanguard Portfolio Management
Pennsylvania
$664M +$649M +16,489,351 New
VCM
3
Vanguard Capital Management
Pennsylvania
$510M +$498M +12,661,679 New
State Street
4
State Street
Massachusetts
$501M -$55.2M -1,401,693 -10%
Nordea Investment Management
5
Nordea Investment Management
Sweden
$302M -$5.48M -139,299 -2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$210M -$381K -9,672 -0.2%
Amundi
7
Amundi
France
$183M -$70.7M -1,796,142 -28%
Invesco
8
Invesco
Georgia
$172M +$12.1M +306,797 +8%
Millennium Management
9
Millennium Management
New York
$164M +$111M +2,807,270 +224%
Pictet Asset Management
10
Pictet Asset Management
Switzerland
$145M -$36.8M -934,526 -21%
Legal & General Group
11
Legal & General Group
United Kingdom
$137M -$29.1M -740,215 -18%
Qube Research & Technologies (QRT)
12
Qube Research & Technologies (QRT)
United Kingdom
$132M +$129M +3,278,684 New
Morgan Stanley
13
Morgan Stanley
New York
$130M -$7.92M -201,221 -6%
Northern Trust
14
Northern Trust
Illinois
$129M -$1.65M -41,800 -1%
AA
15
AQR Arbitrage
Connecticut
$126M +$86.1M +2,188,335 +231%
Balyasny Asset Management
16
Balyasny Asset Management
Illinois
$124M +$117M +2,970,868 +2,523%
AP
17
Antipodes Partners
Australia
$122M -$10.1M -256,100 -8%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$116M +$4.18M +106,252 +4%
Goldman Sachs
19
Goldman Sachs
New York
$114M +$49.8M +1,264,511 +80%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$102M -$8.83M -224,208 -8%
BTW
21
Boston Trust Walden
Massachusetts
$99.9M -$3.04M -77,242 -3%
NAMI
22
Nomura Asset Management International
Pennsylvania
$94.8M -$62.4M -1,586,400 -40%
Jane Street
23
Jane Street
New York
$93M -$6.9M -175,344 -7%
JP Morgan Chase
24
JP Morgan Chase
New York
$90M -$60.9M -1,546,201 -41%
DPIM
25
Duff & Phelps Investment Management
Illinois
$88.1M +$4.05K +103 +0%