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Essential Utilities

696 hedge funds and large institutions have $8.57B invested in Essential Utilities in 2026 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 258 increasing their positions, 234 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more call options, than puts

Call options by funds: $6.41M | Put options by funds: $2.07M

18% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 66

10% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 234

2.35% more ownership

Funds ownership: 76.47%78.82% (+2.3%)

0% more funds holding

Funds holding: 696696 (0)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2% less capital invested

Capital invested by funds: $8.72B → $8.57B (-$154M)

Holders
696
Holders Change
Holders Change %
0%
% of All Funds
8.41%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
78
Increased
258
Reduced
234
Closed
66
Calls
$6.41M
Puts
$2.07M
Net Calls
+$4.34M
Net Calls Change
-$476K
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
226
Nisa Investment Advisors
Missouri
$1.76M +$97.5K +2,554 +6%
Victory Capital Management
227
Victory Capital Management
Texas
$1.75M +$1.38K +36 +0.1%
HA
228
Heartland Advisors
Wisconsin
$1.74M -$16.3K -426 -0.9%
IMPI
229
Ilmarinen Mutual Pension Insurance
Finland
$1.72M
TI
230
Tidal Investments
Wisconsin
$1.72M +$93.1K +2,439 +6%
CAPTRUST Financial Advisors
231
CAPTRUST Financial Advisors
North Carolina
$1.72M +$221K +5,780 +15%
ECM
232
ExodusPoint Capital Management
New York
$1.71M +$1.51M +39,626 +786%
TC
233
Trium Capital
United Kingdom
$1.71M +$497K +13,023 +41%
MP
234
Mangrove Partners
Connecticut
$1.65M
URS
235
Utah Retirement Systems
Utah
$1.65M -$94.8K -2,482 -5%
SCM
236
Shelton Capital Management
Colorado
$1.63M -$7.87K -206 -0.5%
WCBA
237
Weaver C. Barksdale & Associates
Tennessee
$1.62M -$2.02K -53 -0.1%
Focus Partners Wealth
238
Focus Partners Wealth
Massachusetts
$1.52M -$20.3K -532 -1%
GCA
239
Greenwood Capital Associates
South Carolina
$1.51M +$1.51M +39,464 New
RCM
240
Radnor Capital Management
Pennsylvania
$1.5M -$31.5K -825 -2%
SFA
241
Sequoia Financial Advisors
Ohio
$1.5M -$2.37K -62 -0.2%
GAM
242
Generali Asset Management
Italy
$1.49M -$219K -5,729 -13%
Vanguard Personalized Indexing Management
243
Vanguard Personalized Indexing Management
California
$1.47M -$116K -3,044 -7%
NA
244
NewEdge Advisors
Louisiana
$1.45M +$39.6K +1,038 +3%
OR
245
Olympiad Research
Connecticut
$1.45M
PAG
246
Private Advisor Group
New Jersey
$1.43M -$585K -15,322 -29%
CI
247
Capital Innovations
Wisconsin
$1.4M +$1.4M +36,596 New
JWCA
248
J.W. Cole Advisors
Florida
$1.39M +$21.3K +557 +2%
M&T Bank
249
M&T Bank
New York
$1.39M -$160K -4,186 -10%
SPIA
250
Steward Partners Investment Advisory
New York
$1.35M -$5.92K -155 -0.4%

WTRG Hedge Fund Activity: Q2 2026 in Review

696 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities (WTRG) for Q2 2026, worth a combined $8.57B — down 1.8% from $8.72B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new WTRG positions and 66 closed out — a net gain of 12 holders — while 258 added to existing stakes and 234 trimmed.

The largest buyer was BlackRock, adding an estimated $71.2M. The largest seller was Nordea Investment Management, cutting an estimated $90.4M.

  • 696 institutional investors held Essential Utilities (WTRG) as of Q2 2026, unchanged from Q1 2026.
  • Funds reported $8.57B of Essential Utilities stock for Q2 2026, down 1.8% quarter-over-quarter.
  • 78 funds opened new Essential Utilities positions in Q2 2026 and 66 closed out, a net change of +12 holders.
  • The largest Essential Utilities buyer in Q2 2026 was BlackRock, an estimated $71.2M added.
  • The largest Essential Utilities seller in Q2 2026 was Nordea Investment Management, an estimated $90.4M sold.

Based on aggregated 13F filings for Q2 2026.