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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
CIC
401
Chase Investment Counsel
Virginia
$423K +$18.2K +462 +5%
FMWA
402
Forvis Mazars Wealth Advisors
Missouri
$421K
SA
403
Sanctuary Advisors
Indiana
$420K -$30.8K -783 -7%
SI
404
Seeds Investor
New York
$419K +$29.1K +740 +7%
GVAG
405
Great Valley Advisor Group
Delaware
$412K +$1.22K +31 +0.3%
TWC
406
TD Waterhouse Canada
Ontario, Canada
$408K +$331K +8,403 +510%
CB
407
Community Bank
New York
$406K -$606K -15,385 -60%
IFWM
408
Institute for Wealth Management
Colorado
$402K -$3.54K -90 -0.9%
OAC
409
OMERS Administration Corp
Ontario, Canada
$390K +$14.7K +373 +4%
SCM
410
Sterling Capital Management
North Carolina
$386K -$277K -7,043 -42%
FAFN
411
First Affirmative Financial Network
Colorado
$386K +$377K +9,577 New
CTC
412
Central Trust Company
Missouri
$381K -$57.7K -1,465 -13%
MMM
413
Mendel Money Management
Illinois
$376K
FIA
414
Foundations Investment Advisors
Arizona
$374K -$1.61K -41 -0.4%
KeyBank National Association
415
KeyBank National Association
Ohio
$369K -$109K -2,772 -23%
MWM
416
Modern Wealth Management
Kansas
$367K +$551 +14 +0.2%
GEA
417
Glen Eagle Advisors
New Jersey
$367K -$3.94K -100 -1%
EWA
418
EP Wealth Advisors
California
$363K +$37.4K +950 +12%
CI
419
CX Institutional
Indiana
$353K -$3.94K -100 -1%
CA
420
Continuum Advisory
Idaho
$351K +$276 +7 +0.1%
PCA
421
Pallas Capital Advisors
Massachusetts
$350K +$38.7K +982 +13%
RAG
422
RIA Advisory Group
Iowa
$346K -$14.4K -367 -4%
OC
423
Oppenheimer & Co
New York
$342K -$669 -17 -0.2%
FSA
424
Financial Services Advisory
Maryland
$337K +$329K +8,370 New
RP
425
Rowlandmiller & Partners
Georgia
$337K +$354 +9 +0.1%