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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
WPC
501
Wedmont Private Capital
Pennsylvania
$201K +$199K +5,207 New
MUAMU
502
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$192K +$115K +3,000 +150%
CF
503
Centaurus Financial
California
$191K +$153 +4 +0.1%
HNB
504
Huntington National Bank
Ohio
$185K -$17.8K -467 -9%
UB
505
UMB Bank
Missouri
$182K -$12.6K -330 -7%
EWA
506
EverSource Wealth Advisors
Alabama
$181K +$6.64K +174 +4%
CA
507
Clearstead Advisors
Ohio
$180K +$142K +3,720 +382%
CI
508
Corient IA
Florida
$170K
N
509
Natixis
France
$169K -$2.65M -69,423 -94%
Bank Julius Baer & Co
510
Bank Julius Baer & Co
Switzerland
$165K
CA
511
CoreCap Advisors
Michigan
$164K +$108K +2,833 +197%
GRP
512
Global Retirement Partners
California
$143K +$142K +3,731 New
SSG
513
Summit Securities Group
New York
$136K +$135K +3,546 New
Daiwa Securities Group
514
Daiwa Securities Group
Japan
$132K +$28.7K +752 +28%
PTC
515
Private Trust Company
Ohio
$131K +$28.3K +742 +28%
MTCM
516
Mint Tower Capital Management
Netherlands
$128K
ERSOT
517
Employees Retirement System of Texas
Texas
$122K +$122K +3,183 New
TCOV
518
Trust Company of Vermont
Vermont
$121K +$121K +3,165 New
EF
519
Entrust Financial
Pennsylvania
$121K +$535 +14 +0.4%
WT
520
Whittier Trust
California
$121K
HDIM
521
Hanson & Doremus Investment Management
Vermont
$120K
MCM
522
Manchester Capital Management
Vermont
$120K +$687 +18 +0.6%
CT
523
Colonial Trust
South Carolina
$95.4K -$8.21K -215 -8%
CBT
524
Crews Bank & Trust
Florida
$94.7K
AIM
525
Axiom Investment Management
New York
$93.3K

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.