We are live on ! Find out more
WTRG icon

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
CIC
401
Chase Investment Counsel
Virginia
$423K
FMWA
402
Forvis Mazars Wealth Advisors
Missouri
$421K
SA
403
Sanctuary Advisors
Indiana
$420K
SI
404
Seeds Investor
New York
$419K
GVAG
405
Great Valley Advisor Group
Delaware
$412K
TWC
406
TD Waterhouse Canada
Ontario, Canada
$408K
CB
407
Community Bank
New York
$406K
IFWM
408
Institute for Wealth Management
Colorado
$402K
OAC
409
OMERS Administration Corp
Ontario, Canada
$390K
SCM
410
Sterling Capital Management
North Carolina
$386K
FAFN
411
First Affirmative Financial Network
Colorado
$386K
CTC
412
Central Trust Company
Missouri
$381K
MMM
413
Mendel Money Management
Illinois
$376K
FIA
414
Foundations Investment Advisors
Arizona
$374K
KeyBank National Association
415
KeyBank National Association
Ohio
$369K
MWM
416
Modern Wealth Management
Kansas
$367K
GEA
417
Glen Eagle Advisors
New Jersey
$367K
EWA
418
EP Wealth Advisors
California
$363K
CI
419
CX Institutional
Indiana
$353K
CA
420
Continuum Advisory
Idaho
$351K
PCA
421
Pallas Capital Advisors
Massachusetts
$350K
RAG
422
RIA Advisory Group
Iowa
$346K
OC
423
Oppenheimer & Co
New York
$342K
FSA
424
Financial Services Advisory
Maryland
$337K
RP
425
Rowlandmiller & Partners
Georgia
$337K