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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
Charles Schwab
26
Charles Schwab
California
$80M +$2.59M +65,878 +3%
Fidelity International
27
Fidelity International
Bermuda
$78.6M +$9.22M +234,115 +14%
First Trust Advisors
28
First Trust Advisors
Illinois
$77M -$87.8M -2,231,098 -54%
Empower Advisory Group
29
Empower Advisory Group
Colorado
$72.8M +$4.73M +120,105 +7%
VFT
30
Vanguard Fiduciary Trust
Pennsylvania
$70.9M +$69.3M +1,760,933 New
Assenagon Asset Management
31
Assenagon Asset Management
Luxembourg
$70.3M +$59M +1,499,450 +611%
T. Rowe Price Associates
32
T. Rowe Price Associates
Maryland
$61.7M +$51M +1,296,496 +548%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$59.9M -$58.5M -1,487,093 -50%
Bank of America
34
Bank of America
North Carolina
$59.3M +$5.22M +132,566 +10%
Tudor Investment Corp
35
Tudor Investment Corp
Connecticut
$55.8M +$54.6M +1,385,895 New
Franklin Resources
36
Franklin Resources
California
$55M -$115K -2,919 -0.2%
Ensign Peak Advisors
37
Ensign Peak Advisors
Utah
$54.2M -$15.8M -401,248 -23%
Arrowstreet Capital
38
Arrowstreet Capital
Massachusetts
$51.6M +$47.3M +1,201,879 +1,500%
MF
39
Magnetar Financial
Illinois
$48.5M +$181K +4,595 +0.4%
EIP
40
Epoch Investment Partners
New York
$47.9M +$2.09M +53,107 +5%
AQR Capital Management
41
AQR Capital Management
Connecticut
$46.6M +$4.96M +126,112 +12%
UBS AM
42
UBS AM
Illinois
$43.7M -$47.1M -1,197,612 -52%
UBS Group
43
UBS Group
Switzerland
$43.4M -$1.11M -28,250 -3%
GAM
44
Gotham Asset Management
New York
$36.8M -$1.14M -28,940 -3%
Citigroup
45
Citigroup
New York
$35.4M -$765K -19,423 -2%
AllianceBernstein
46
AllianceBernstein
Tennessee
$34.8M +$10M +254,594 +39%
N
47
Nuveen
North Carolina
$34.4M +$11.6M +295,161 +53%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$33.4M -$1.11M -28,296 -3%
GKIM
49
GW&K Investment Management
Massachusetts
$32.2M -$569K -14,456 -2%
Jones Financial Companies
50
Jones Financial Companies
Missouri
$30.9M +$12.1M +308,537 +67%