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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
GVAG
401
Great Valley Advisor Group
Delaware
$412K
TWC
402
TD Waterhouse Canada
Ontario, Canada
$408K
CB
403
Community Bank
New York
$406K
IFWM
404
Institute for Wealth Management
Colorado
$402K
OAC
405
OMERS Administration Corp
Ontario, Canada
$390K
SCM
406
Sterling Capital Management
North Carolina
$386K
FAFN
407
First Affirmative Financial Network
Colorado
$386K
CTC
408
Central Trust Company
Missouri
$381K
MMM
409
Mendel Money Management
Illinois
$376K
FIA
410
Foundations Investment Advisors
Arizona
$374K
KeyBank National Association
411
KeyBank National Association
Ohio
$369K
MWM
412
Modern Wealth Management
Kansas
$367K
GEA
413
Glen Eagle Advisors
New Jersey
$367K
EWA
414
EP Wealth Advisors
California
$363K
CI
415
CX Institutional
Indiana
$353K
CA
416
Continuum Advisory
Idaho
$351K
PCA
417
Pallas Capital Advisors
Massachusetts
$350K
RAG
418
RIA Advisory Group
Iowa
$346K
OC
419
Oppenheimer & Co
New York
$342K
FSA
420
Financial Services Advisory
Maryland
$337K
RP
421
Rowlandmiller & Partners
Georgia
$337K
S
422
SignatureFD
Georgia
$336K
GT
423
Glenview Trust
Kentucky
$334K
NDSIB
424
North Dakota State Investment Board
North Dakota
$330K
CB
425
Commerce Bank
Missouri
$330K