We are live on ! Find out more
WTRG icon

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
CC
476
Centiva Capital
New York
$233K +$228K +5,794 New
MA
477
MONECO Advisors
Connecticut
$232K +$10.8K +275 +5%
TPCW
478
TD Private Client Wealth
New York
$229K +$13.9K +354 +7%
SCP
479
Sivia Capital Partners
California
$227K +$222K +5,631 New
AIM
480
Anchor Investment Management
South Carolina
$226K +$1.38K +35 +0.6%
KWA
481
Kingswood Wealth Advisors
California
$225K -$315 -8 -0.1%
TCIIS
482
TIAA-CREF Individual & Institutional Services
New York
$225K +$220K +5,578 New
ECM
483
Evergreen Capital Management
Washington
$224K -$11.6K -295 -5%
WHCI
484
W.H. Cornerstone Investments
Massachusetts
$224K +$1.53K +39 +0.7%
CCM
485
Coldstream Capital Management
Washington
$223K +$218K +5,543 New
AWM
486
Avior Wealth Management
Nebraska
$223K +$218K +5,540 New
CPIG
487
Chicago Partners Investment Group
Illinois
$220K +$222K +5,649 New
MWM
488
Modera Wealth Management
New Jersey
$218K -$8.78K -223 -4%
LBC
489
Lowe Brockenbrough & Co
Virginia
$215K
TWP
490
Tower Wealth Partners
Pennsylvania
$214K
PA
491
Pinnacle Associates
New York
$214K -$87.6K -2,225 -30%
BEI
492
Benjamin Edwards Inc
Missouri
$214K
HNB
493
Huntington National Bank
Ohio
$213K -$1.14K -29 -0.5%
KF
494
Krilogy Financial
Missouri
$212K +$216K +5,479 New
LWA
495
Ledgewood Wealth Advisors
New Hampshire
$210K +$205K +5,206 New
UF
496
Univest Financial
Pennsylvania
$209K +$204K +5,179 New
SWM
497
SeaCrest Wealth Management
New York
$208K +$203K +5,159 New
PA
498
Profund Advisors
Maryland
$207K -$23.5K -596 -10%
KWM
499
Kingsview Wealth Management
Oregon
$206K +$201K +5,111 New
MT
500
Midwest Trust
Kansas
$205K +$200K +5,081 New