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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
AIM
476
Anchor Investment Management
South Carolina
$226K
KWA
477
Kingswood Wealth Advisors
California
$225K
TCIIS
478
TIAA-CREF Individual & Institutional Services
New York
$225K
ECM
479
Evergreen Capital Management
Washington
$224K
WHCI
480
W.H. Cornerstone Investments
Massachusetts
$224K
CCM
481
Coldstream Capital Management
Washington
$223K
AWM
482
Avior Wealth Management
Nebraska
$223K
CPIG
483
Chicago Partners Investment Group
Illinois
$220K
MWM
484
Modera Wealth Management
New Jersey
$218K
LBC
485
Lowe Brockenbrough & Co
Virginia
$215K
TWP
486
Tower Wealth Partners
Pennsylvania
$214K
PA
487
Pinnacle Associates
New York
$214K
BEI
488
Benjamin Edwards Inc
Missouri
$214K
HNB
489
Huntington National Bank
Ohio
$213K
KF
490
Krilogy Financial
Missouri
$212K
LWA
491
Ledgewood Wealth Advisors
New Hampshire
$210K
UF
492
Univest Financial
Pennsylvania
$209K
SWM
493
SeaCrest Wealth Management
New York
$208K
PA
494
Profund Advisors
Maryland
$207K
KWM
495
Kingsview Wealth Management
Oregon
$206K
MT
496
Midwest Trust
Kansas
$205K
UB
497
UMB Bank
Missouri
$204K
EB
498
Eastern Bank
Massachusetts
$204K
ECM
499
ExodusPoint Capital Management
New York
$203K
BHWM
500
Bar Harbor Wealth Management
New Hampshire
$202K