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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

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% 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
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
PWA
451
Providence Wealth Advisors
Illinois
$278K
MOS
452
MGO One Seven
Ohio
$271K
KIG
453
Kennedy Investment Group
New Jersey
$270K
SO
454
STRS Ohio
Ohio
$270K
RBC
455
Romano Brothers & Co
Illinois
$267K
PWM
456
PTM Wealth Management
United States
$266K
SHFG
457
S Harris Financial Group
Texas
$265K
CL
458
CSS LLC
Illinois
$262K
NAMP
459
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$262K
AG
460
Ascent Group
Virginia
$259K
HI
461
Harbour Investments
Wisconsin
$254K
LSIA
462
LaSalle St. Investment Advisors
Illinois
$252K
SPC
463
Sigma Planning Corp
Michigan
$252K
FC
464
Fulcrum Capital
Washington
$252K
NB
465
Nicolet Bankshares
Wisconsin
$252K
EPW
466
Evolve Private Wealth
California
$249K
LNWTC
467
Laird Norton Wetherby Trust Company
Washington
$246K
MML Investors Services
468
MML Investors Services
Massachusetts
$245K
IF
469
Intrua Financial
Texas
$244K
SC
470
Syon Capital
California
$242K
GT
471
Greenleaf Trust
Michigan
$242K
CRIG
472
Charter Research & Investment Group
Connecticut
$239K
NFG
473
Nations Financial Group
Iowa
$236K
DE
474
Diversified Enterprises
Delaware
$236K
TAFW
475
Tred Avon Family Wealth
Maryland
$234K