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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
KWM
326
Kiker Wealth Management
Georgia
$723K
Northwestern Mutual Wealth Management
327
Northwestern Mutual Wealth Management
Wisconsin
$720K
BAM
328
Belpointe Asset Management
Nevada
$699K
ST
329
Smithfield Trust
Pennsylvania
$696K
HSBC Holdings
330
HSBC Holdings
United Kingdom
$691K
Prudential Financial
331
Prudential Financial
New Jersey
$683K
ECM
332
Everence Capital Management
Indiana
$678K
GCM
333
Greenland Capital Management
New York
$669K
WANY
334
Wealthspire Advisors (New York)
New York
$664K
EHC
335
Everett Harris & Co
California
$644K
LIM
336
Loudon Investment Management
New Hampshire
$623K
CCC
337
Chesapeake Capital Corp
Florida
$612K
BWM
338
Blossom Wealth Management
California
$607K
MAS
339
Meeder Advisory Services
Ohio
$605K
BHCM
340
Brevan Howard Capital Management
Jersey
$597K
SFI
341
Siemens Fonds Invest
Germany
$593K
HWAM
342
Hennion & Walsh Asset Management
New Jersey
$592K
FPF
343
First Pacific Financial
Washington
$592K
WTC
344
WhitTier Trust Company
Nevada
$588K
Holocene Advisors
345
Holocene Advisors
New York
$585K
EH
346
Equitable Holdings
New York
$585K
Truist Financial
347
Truist Financial
North Carolina
$583K
RFA
348
Resurgent Financial Advisors
Georgia
$580K
DADC
349
D.A. Davidson & Co
Montana
$577K
KCM
350
Kathmere Capital Management
Pennsylvania
$576K