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
UB
501
UMB Bank
Missouri
$204K +$28K +711 +16%
EB
502
Eastern Bank
Massachusetts
$204K
ECM
503
ExodusPoint Capital Management
New York
$203K +$198K +5,040 New
BHWM
504
Bar Harbor Wealth Management
New Hampshire
$202K +$198K +5,019 New
CF
505
Centaurus Financial
California
$201K +$9.96K +253 +5%
PA
506
Procyon Advisors
Connecticut
$201K -$148K -3,764 -43%
HIP
507
HUB Investment Partners
Texas
$201K +$196K +4,986 New
GAM
508
Guinness Asset Management
United Kingdom
$195K +$76.7K +1,949 +67%
EWA
509
EverSource Wealth Advisors
Alabama
$183K +$49.2K +1,250 +38%
CI
510
Corient IA
Florida
$179K +$175K +4,440 New
Bank Julius Baer & Co
511
Bank Julius Baer & Co
Switzerland
$173K
BL
512
BFSG LLC
California
$153K -$2.48K -63 -2%
PA
513
Parallel Advisors
California
$153K +$2.91K +74 +2%
ASN
514
Advisory Services Network
Georgia
$140K +$137K +3,483 New
MTCM
515
Mint Tower Capital Management
Netherlands
$134K -$3.15M -80,000 -96%
WT
516
Whittier Trust
California
$128K
HDIM
517
Hanson & Doremus Investment Management
Vermont
$127K
EF
518
Entrust Financial
Pennsylvania
$127K +$472 +12 +0.4%
MCM
519
Manchester Capital Management
Vermont
$125K +$197 +5 +0.2%
CT
520
Colonial Trust
South Carolina
$109K
Daiwa Securities Group
521
Daiwa Securities Group
Japan
$109K -$933K -23,705 -90%
PTC
522
Private Trust Company
Ohio
$108K +$10.1K +257 +11%
CBT
523
Crews Bank & Trust
Florida
$99.6K
AIM
524
Axiom Investment Management
New York
$98.1K +$95.9K +2,436 New
TVWM
525
Tower View Wealth Management
Wisconsin
$83.5K +$709 +18 +0.9%