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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

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% 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
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
Truist Financial
351
Truist Financial
North Carolina
$583K
RFA
352
Resurgent Financial Advisors
Georgia
$580K
DADC
353
D.A. Davidson & Co
Montana
$577K
KCM
354
Kathmere Capital Management
Pennsylvania
$576K
ISL
355
Ingalls & Snyder LLC
New York
$572K
US Bancorp
356
US Bancorp
Minnesota
$571K
FBFS
357
First Business Financial Services
Wisconsin
$570K
Rockefeller Capital Management
358
Rockefeller Capital Management
New York
$569K
AWCI
359
Alpine Woods Capital Investors
New York
$567K
MC
360
Machina Capital
France
$565K
MFG
361
Merit Financial Group
Georgia
$558K
Envestnet Portfolio Solutions
362
Envestnet Portfolio Solutions
Illinois
$549K
PBK
363
Peoples Bank (Kansas)
Kansas
$547K
DFCM
364
Dark Forest Capital Management
Puerto Rico
$546K
FCBT
365
First Citizens Bank & Trust
North Carolina
$545K
RDWM
366
Red Door Wealth Management
Tennessee
$545K
IWC
367
Integrated Wealth Concepts
Massachusetts
$542K
ALMGDA
368
AG2R La Mondiale Gestion d'Actifs
France
$533K
Schroder Investment Management Group
369
Schroder Investment Management Group
United Kingdom
$530K
ABLA
370
Alan B. Lancz & Associates
Ohio
$515K
CYG
371
Clean Yield Group
Vermont
$513K
IC
372
IEQ Capital
California
$502K
VI
373
Versor Investments
New York
$500K
PIM
374
Pullen Investment Management
Florida
$499K
CIA
375
Compass Ion Advisors
Pennsylvania
$494K