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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
QCM
301
QRG Capital Management
Illinois
$921K +$119K +3,030 +15%
EI
302
Ethic Inc
New York
$907K +$29.2K +743 +3%
APC
303
Aspire Private Capital
North Carolina
$853K
SAM
304
Securian Asset Management
Minnesota
$840K +$12.2K +309 +2%
II
305
Inspire Investing
Idaho
$832K +$461K +11,714 +131%
HIW
306
Holos Integrated Wealth
Pennsylvania
$828K
William Blair & Company
307
William Blair & Company
Illinois
$825K +$16.2K +411 +2%
BBPWM
308
Blue Bell Private Wealth Management
Pennsylvania
$820K
AIM
309
Aigen Investment Management
New York
$815K +$797K +20,239 New
II
310
IFM Investors
Australia
$807K -$2.1M -53,437 -73%
SF
311
Summit Financial
New Jersey
$806K +$433 +11 +0.1%
RIL
312
Rothschild Investment LLC
Illinois
$802K +$87.5K +2,223 +13%
KOC
313
Koss-Olinger Consulting
Florida
$801K -$25.3K -642 -3%
FT
314
Fiduciary Trust
Massachusetts
$801K -$2.6K -66 -0.3%
HTC
315
Haverford Trust Company
Pennsylvania
$786K -$101K -2,577 -12%
QCG
316
Quadrant Capital Group
Ohio
$784K -$266K -6,753 -26%
VCM
317
Virtue Capital Management
Tennessee
$783K +$538K +13,671 +249%
Federated Hermes
318
Federated Hermes
Pennsylvania
$780K -$1.97K -50 -0.3%
SCM
319
Schnieders Capital Management
California
$778K +$88.6K +2,250 +13%
ACB
320
Aristotle Capital Boston
Massachusetts
$774K -$19.4K -493 -2%
PIM
321
Penobscot Investment Management
Massachusetts
$764K
CAM
322
Costello Asset Management
Pennsylvania
$764K -$3.31K -84 -0.4%
FFA
323
Farther Finance Advisors
California
$761K +$118K +2,992 +19%
STA
324
Summit Trail Advisors
New York
$757K +$256K +6,495 +53%
Lido Advisors
325
Lido Advisors
California
$751K -$208K -5,272 -22%