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Essential Utilities

689 hedge funds and large institutions have $8.72B invested in Essential Utilities in 2026 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 217 increasing their positions, 245 reducing their positions, and 76 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 capital invested

Capital invested by funds: $ → $

0% less funds holding

Funds holding: 690689 (-1)

3.35% less ownership

Funds ownership: 79.76%76.41% (-3.4%)

11% less repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 245

Holders
689
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.7M
Puts
$1.88M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
II
301
Inspire Investing
Idaho
$832K
HIW
302
Holos Integrated Wealth
Pennsylvania
$828K
William Blair & Company
303
William Blair & Company
Illinois
$825K
BBPWM
304
Blue Bell Private Wealth Management
Pennsylvania
$820K
AIM
305
Aigen Investment Management
New York
$815K
II
306
IFM Investors
Australia
$807K
SF
307
Summit Financial
New Jersey
$806K
RIL
308
Rothschild Investment LLC
Illinois
$802K
KOC
309
Koss-Olinger Consulting
Florida
$801K
FT
310
Fiduciary Trust
Massachusetts
$801K
HTC
311
Haverford Trust Company
Pennsylvania
$786K
QCG
312
Quadrant Capital Group
Ohio
$784K
VCM
313
Virtue Capital Management
Tennessee
$783K
Federated Hermes
314
Federated Hermes
Pennsylvania
$780K
SCM
315
Schnieders Capital Management
California
$778K
ACB
316
Aristotle Capital Boston
Massachusetts
$774K
PIM
317
Penobscot Investment Management
Massachusetts
$764K
CAM
318
Costello Asset Management
Pennsylvania
$764K
FFA
319
Farther Finance Advisors
California
$761K
STA
320
Summit Trail Advisors
New York
$757K
Lido Advisors
321
Lido Advisors
California
$751K
BIG
322
Brooklyn Investment Group
New York
$748K
DnB Asset Management
323
DnB Asset Management
Norway
$747K
CGH
324
Crossmark Global Holdings
Texas
$734K
HWM
325
HB Wealth Management
Georgia
$733K