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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
S
426
SignatureFD
Georgia
$336K -$26.1K -663 -7%
GT
427
Glenview Trust
Kentucky
$334K +$709 +18 +0.2%
NDSIB
428
North Dakota State Investment Board
North Dakota
$330K -$62K -1,575 -16%
CB
429
Commerce Bank
Missouri
$330K -$62.4K -1,584 -16%
FTWA
430
Fifth Third Wealth Advisors
Ohio
$328K +$13.4K +340 +4%
AC
431
Apella Capital
Connecticut
$327K +$5.55K +141 +2%
KBC Group
432
KBC Group
Belgium
$327K -$371K -9,435 -54%
FBT
433
First Bankers Trust
Kentucky
$321K -$2.24K -57 -0.7%
GA
434
GSG Advisors
New Jersey
$314K +$472 +12 +0.2%
AAG
435
Armstrong Advisory Group
Massachusetts
$312K -$6.81K -173 -2%
OBGC
436
O'Brien Greene & Co
Pennsylvania
$311K
CL
437
Choreo LLC
Illinois
$309K -$27K -687 -8%
FCM
438
Flagship Capital Management
Pennsylvania
$306K
FC
439
Farringdon Capital
United Kingdom
$305K +$298K +7,572 New
TF
440
Tompkins Financial
New York
$305K
BHIA
441
Birch Hill Investment Advisors
Massachusetts
$301K
MCM
442
MAI Capital Management
Ohio
$301K +$38.3K +973 +15%
CTC
443
Cetera Trust Company
Minnesota
$291K
ACM
444
Advisors Capital Management
New Jersey
$290K +$14.8K +375 +5%
JIC
445
Johnson Investment Counsel
Ohio
$287K +$276 +7 +0.1%
RFA
446
RTD Financial Advisors
Pennsylvania
$286K
JSW
447
Journey Strategic Wealth
New Jersey
$283K +$68.1K +1,731 +33%
CAM
448
Cozad Asset Management
Illinois
$282K
VA
449
Vident Advisory
Georgia
$280K +$11.7K +297 +4%
AssetMark Inc
450
AssetMark Inc
California
$279K -$15.5K -393 -5%