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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
RBC
451
Romano Brothers & Co
Illinois
$267K
PWM
452
PTM Wealth Management
United States
$266K
SHFG
453
S Harris Financial Group
Texas
$265K
CL
454
CSS LLC
Illinois
$262K
NAMP
455
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$262K
AG
456
Ascent Group
Virginia
$259K
HI
457
Harbour Investments
Wisconsin
$254K
LSIA
458
LaSalle St. Investment Advisors
Illinois
$252K
SPC
459
Sigma Planning Corp
Michigan
$252K
FC
460
Fulcrum Capital
Washington
$252K
NB
461
Nicolet Bankshares
Wisconsin
$252K
EPW
462
Evolve Private Wealth
California
$249K
LNWTC
463
Laird Norton Wetherby Trust Company
Washington
$246K
MML Investors Services
464
MML Investors Services
Massachusetts
$245K
IF
465
Intrua Financial
Texas
$244K
SC
466
Syon Capital
California
$242K
GT
467
Greenleaf Trust
Michigan
$242K
CRIG
468
Charter Research & Investment Group
Connecticut
$239K
NFG
469
Nations Financial Group
Iowa
$236K
DE
470
Diversified Enterprises
Delaware
$236K
TAFW
471
Tred Avon Family Wealth
Maryland
$234K
CC
472
Centiva Capital
New York
$233K
MA
473
MONECO Advisors
Connecticut
$232K
TPCW
474
TD Private Client Wealth
New York
$229K
SCP
475
Sivia Capital Partners
California
$227K