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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
BIG
326
Brooklyn Investment Group
New York
$748K +$274K +6,960 +60%
DnB Asset Management
327
DnB Asset Management
Norway
$747K -$1.91M -48,618 -72%
CGH
328
Crossmark Global Holdings
Texas
$734K -$2.75K -70 -0.4%
HWM
329
HB Wealth Management
Georgia
$733K +$122K +3,106 +21%
KWM
330
Kiker Wealth Management
Georgia
$723K +$706K +17,945 New
Northwestern Mutual Wealth Management
331
Northwestern Mutual Wealth Management
Wisconsin
$720K -$955K -24,251 -58%
BAM
332
Belpointe Asset Management
Nevada
$699K +$7.24K +184 +1%
ST
333
Smithfield Trust
Pennsylvania
$696K
HSBC Holdings
334
HSBC Holdings
United Kingdom
$691K -$2.98M -75,738 -82%
Prudential Financial
335
Prudential Financial
New Jersey
$683K -$61.8K -1,571 -8%
ECM
336
Everence Capital Management
Indiana
$678K +$33.9K +862 +5%
GCM
337
Greenland Capital Management
New York
$669K -$17M -431,757 -96%
WANY
338
Wealthspire Advisors (New York)
New York
$664K -$115K -2,918 -15%
EHC
339
Everett Harris & Co
California
$644K
LIM
340
Loudon Investment Management
New Hampshire
$623K
CCC
341
Chesapeake Capital Corp
Florida
$612K
BWM
342
Blossom Wealth Management
California
$607K -$31.7K -805 -5%
MAS
343
Meeder Advisory Services
Ohio
$605K -$10.9K -277 -2%
BHCM
344
Brevan Howard Capital Management
Jersey
$597K -$152K -3,871 -21%
SFI
345
Siemens Fonds Invest
Germany
$593K -$153K -3,892 -21%
HWAM
346
Hennion & Walsh Asset Management
New Jersey
$592K +$7.68K +195 +1%
FPF
347
First Pacific Financial
Washington
$592K -$9.72K -247 -2%
WTC
348
WhitTier Trust Company
Nevada
$588K
Holocene Advisors
349
Holocene Advisors
New York
$585K -$4.31M -109,605 -88%
EH
350
Equitable Holdings
New York
$585K +$571K +14,516 New