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Essential Utilities

696 hedge funds and large institutions have $8.57B invested in Essential Utilities in 2026 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 258 increasing their positions, 234 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more call options, than puts

Call options by funds: $6.41M | Put options by funds: $2.07M

18% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 66

10% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 234

2.35% more ownership

Funds ownership: 76.47%78.82% (+2.3%)

0% more funds holding

Funds holding: 696696 (0)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2% less capital invested

Capital invested by funds: $8.72B → $8.57B (-$154M)

Holders
696
Holders Change
Holders Change %
0%
% of All Funds
8.41%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
78
Increased
258
Reduced
234
Closed
66
Calls
$6.41M
Puts
$2.07M
Net Calls
+$4.34M
Net Calls Change
-$476K
Name Holding Trade Value Shares
Change
Change in
Stake
DPIM
26
Duff & Phelps Investment Management
Illinois
$78.7M -$5.12M -134,101 -6%
Charles Schwab
27
Charles Schwab
California
$76.3M +$247K +6,457 +0.3%
Fidelity International
28
Fidelity International
Bermuda
$74.7M -$80.7K -2,113 -0.1%
Empower Advisory Group
29
Empower Advisory Group
Colorado
$71.7M +$2.41M +63,036 +3%
Vanguard Fiduciary Trust
30
Vanguard Fiduciary Trust
Pennsylvania
$68.7M +$1.28M +33,425 +2%
NAM
31
Nexpoint Asset Management
Texas
$68.2M +$68M +1,780,349 New
AQR Capital Management
32
AQR Capital Management
Connecticut
$68M +$23.6M +618,696 +53%
Qube Research & Technologies (QRT)
33
Qube Research & Technologies (QRT)
United Kingdom
$68M -$57.4M -1,504,554 -46%
LP
34
LMR Partners
United Kingdom
$62.4M +$41.5M +1,087,463 +201%
UBS Group
35
UBS Group
Switzerland
$58.4M +$17.1M +448,314 +42%
Citigroup
36
Citigroup
New York
$57.6M +$23.8M +623,904 +71%
GAM
37
Gotham Asset Management
New York
$55.3M +$20.3M +530,422 +58%
Franklin Resources
38
Franklin Resources
California
$53M +$630K +16,502 +1%
Ensign Peak Advisors
39
Ensign Peak Advisors
Utah
$51.5M -$107K -2,790 -0.2%
AllianceBernstein
40
AllianceBernstein
Tennessee
$51.1M +$13.8M +360,742 +40%
EIP
41
Epoch Investment Partners
New York
$49.1M +$3.53M +92,432 +8%
MF
42
Magnetar Financial
Illinois
$48.2M +$2.08M +54,561 +5%
SG Americas Securities
43
SG Americas Securities
New York
$47.8M +$46.6M +1,220,825 +4,538%
Jane Street
44
Jane Street
New York
$47.3M -$41.1M -1,076,079 -47%
UBS AM
45
UBS AM
Illinois
$43.4M +$1.88M +49,216 +5%
Grantham, Mayo, Van Otterloo & Co (GMO)
46
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$37.6M +$8.84M +231,432 +31%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$37.1M +$9.31M +243,960 +34%
Bank of America
48
Bank of America
North Carolina
$34.5M -$21.9M -573,659 -39%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$31.5M -$317K -8,310 -1%
Squarepoint
50
Squarepoint
New York
$31M +$4.53M +118,543 +17%

WTRG Hedge Fund Activity: Q2 2026 in Review

696 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities (WTRG) for Q2 2026, worth a combined $8.57B — down 1.8% from $8.72B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new WTRG positions and 66 closed out — a net gain of 12 holders — while 258 added to existing stakes and 234 trimmed.

The largest buyer was BlackRock, adding an estimated $71.2M. The largest seller was Nordea Investment Management, cutting an estimated $90.4M.

  • 696 institutional investors held Essential Utilities (WTRG) as of Q2 2026, unchanged from Q1 2026.
  • Funds reported $8.57B of Essential Utilities stock for Q2 2026, down 1.8% quarter-over-quarter.
  • 78 funds opened new Essential Utilities positions in Q2 2026 and 66 closed out, a net change of +12 holders.
  • The largest Essential Utilities buyer in Q2 2026 was BlackRock, an estimated $71.2M added.
  • The largest Essential Utilities seller in Q2 2026 was Nordea Investment Management, an estimated $90.4M sold.

Based on aggregated 13F filings for Q2 2026.