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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
PWA
451
Providence Wealth Advisors
Illinois
$278K
MOS
452
MGO One Seven
Ohio
$271K -$8.42K -214 -3%
KIG
453
Kennedy Investment Group
New Jersey
$270K +$945 +24 +0.4%
SO
454
STRS Ohio
Ohio
$270K -$394 -10 -0.1%
RBC
455
Romano Brothers & Co
Illinois
$267K +$28K +711 +12%
PWM
456
PTM Wealth Management
United States
$266K +$2.17K +55 +0.9%
SHFG
457
S Harris Financial Group
Texas
$265K
CL
458
CSS LLC
Illinois
$262K -$256K -6,499 -50%
NAMP
459
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$262K -$9.84K -250 -4%
AG
460
Ascent Group
Virginia
$259K -$5.9K -150 -2%
HI
461
Harbour Investments
Wisconsin
$254K +$136K +3,452 +121%
LSIA
462
LaSalle St. Investment Advisors
Illinois
$252K +$512 +13 +0.2%
SPC
463
Sigma Planning Corp
Michigan
$252K +$12.4K +315 +5%
FC
464
Fulcrum Capital
Washington
$252K
NB
465
Nicolet Bankshares
Wisconsin
$252K +$246K +6,250 New
EPW
466
Evolve Private Wealth
California
$249K +$244K +6,194 New
LNWTC
467
Laird Norton Wetherby Trust Company
Washington
$246K -$26.1K -663 -10%
MML Investors Services
468
MML Investors Services
Massachusetts
$245K -$32.5K -825 -12%
IF
469
Intrua Financial
Texas
$244K -$22.6K -573 -9%
SC
470
Syon Capital
California
$242K +$24.1K +613 +11%
GT
471
Greenleaf Trust
Michigan
$242K -$69.5K -1,765 -23%
CRIG
472
Charter Research & Investment Group
Connecticut
$239K
NFG
473
Nations Financial Group
Iowa
$236K
DE
474
Diversified Enterprises
Delaware
$236K +$197 +5 +0.1%
TAFW
475
Tred Avon Family Wealth
Maryland
$234K