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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
Truist Financial
351
Truist Financial
North Carolina
$583K +$5.98K +152 +1%
RFA
352
Resurgent Financial Advisors
Georgia
$580K
DADC
353
D.A. Davidson & Co
Montana
$577K -$34.1K -866 -6%
KCM
354
Kathmere Capital Management
Pennsylvania
$576K -$9.17K -233 -2%
ISL
355
Ingalls & Snyder LLC
New York
$572K
US Bancorp
356
US Bancorp
Minnesota
$571K -$2.01K -51 -0.4%
FBFS
357
First Business Financial Services
Wisconsin
$570K +$557K +14,146 New
Rockefeller Capital Management
358
Rockefeller Capital Management
New York
$569K +$9.01K +229 +2%
AWCI
359
Alpine Woods Capital Investors
New York
$567K -$2.71M -68,856 -83%
MC
360
Machina Capital
France
$565K +$552K +14,019 New
MFG
361
Merit Financial Group
Georgia
$558K +$223K +5,677 +69%
Envestnet Portfolio Solutions
362
Envestnet Portfolio Solutions
Illinois
$549K +$10.9K +277 +2%
PBK
363
Peoples Bank (Kansas)
Kansas
$547K -$8.9K -226 -2%
DFCM
364
Dark Forest Capital Management
Puerto Rico
$546K +$533K +13,552 New
FCBT
365
First Citizens Bank & Trust
North Carolina
$545K +$10.2K +259 +2%
RDWM
366
Red Door Wealth Management
Tennessee
$545K -$551 -14 -0.1%
IWC
367
Integrated Wealth Concepts
Massachusetts
$542K +$530K +13,471 New
ALMGDA
368
AG2R La Mondiale Gestion d'Actifs
France
$533K -$171K -4,349 -25%
Schroder Investment Management Group
369
Schroder Investment Management Group
United Kingdom
$530K +$15.5K +394 +3%
ABLA
370
Alan B. Lancz & Associates
Ohio
$515K
CYG
371
Clean Yield Group
Vermont
$513K
IC
372
IEQ Capital
California
$502K +$11.1K +283 +2%
VI
373
Versor Investments
New York
$500K -$979K -24,878 -67%
PIM
374
Pullen Investment Management
Florida
$499K +$24.4K +620 +5%
CIA
375
Compass Ion Advisors
Pennsylvania
$494K +$482K +12,257 New