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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
VT
276
Vise Technologies
New York
$1.19M
SOADOR
277
State of Alaska Department of Revenue
Alaska
$1.15M +$15.9K +405 +1%
CBU
278
CIBC Bancorp USA
Illinois
$1.12M +$1.1M +27,825 New
LF
279
Lee Financial
Texas
$1.09M -$4.41K -112 -0.4%
CCM
280
Cullen Capital Management
New York
$1.08M +$67K +1,701 +7%
SG Americas Securities
281
SG Americas Securities
New York
$1.08M -$1.03M -26,134 -49%
PVI
282
Pine Valley Investments
New Jersey
$1.08M -$7.4K -188 -0.7%
Public Employees Retirement Association of Colorado
283
Public Employees Retirement Association of Colorado
Colorado
$1.07M
AW
284
Apricus Wealth
South Carolina
$1.06M
BC
285
Blackhill Capital
New Jersey
$1.05M
SIAP
286
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.04M -$39.4K -1,000 -4%
PWM
287
Perigon Wealth Management
California
$1.04M +$30.2K +768 +3%
PNFS
288
PW Nova Financial Services
Pennsylvania
$1.02M +$57.9K +1,470 +6%
SLAM
289
Swiss Life Asset Management
$1.02M -$2.73M -69,356 -73%
KFI
290
Key Financial Inc
Pennsylvania
$1.02M +$55.4K +1,407 +6%
PAMP
291
Polar Asset Management Partners
Ontario, Canada
$1.01M
RB
292
Rodgers Brothers
Pennsylvania
$999K -$53.1K -1,350 -5%
CFB
293
Cullen/Frost Bankers
Texas
$994K -$42.9K -1,089 -4%
SSA
294
Schonfeld Strategic Advisors
New York
$990K +$671K +17,039 +226%
UCFA
295
United Capital Financial Advisors
Texas
$988K +$547K +13,899 +131%
WAP
296
Wealthcare Advisory Partners
Pennsylvania
$977K -$89.2K -2,265 -9%
HIC
297
Hamrick Investment Counsel
Washington
$963K +$33.1K +842 +4%
ETC
298
Exchange Traded Concepts
Oklahoma
$961K -$1.29M -32,729 -58%
KFG
299
Kingdom Financial Group
Arizona
$932K -$5.2K -132 -0.6%
LAS
300
Lloyd Advisory Services
Georgia
$932K +$911K +23,137 New