WTRG icon

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
MWM
526
Mascoma Wealth Management
New Hampshire
$71.1K
JGIA
527
Jackson Grant Investment Advisers
Connecticut
$68.3K
CT
528
Coastline Trust
Rhode Island
$68.2K
SAM
529
Smartleaf Asset Management
Massachusetts
$66.8K
IA
530
IFP Advisors
Florida
$63K
CA
531
CoreCap Advisors
Michigan
$57.9K
TC
532
Truvestments Capital
Florida
$57.4K
MPWT
533
MassMutual Private Wealth & Trust
Connecticut
$55.6K
Bessemer Group
534
Bessemer Group
New Jersey
$52K
AAP
535
Arax Advisory Partners
Colorado
$50.2K
EPL
536
Essential Partners LLC
California
$49.7K
VIS
537
Vega Investment Solutions
France
$46.3K
OCM
538
Orion Capital Management
California
$45.3K
BAM
539
Byrne Asset Management
New Jersey
$44.3K
UOTTAIMCU
540
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$43.9K
TWIM
541
TIAA Wealth Investment Management
New York
$43K
RFP
542
Root Financial Partners
California
$41.5K
CNBTD
543
Citizens National Bank Trust Department
Mississippi
$40.3K
CCWM
544
Cassaday & Co Wealth Management
Virginia
$40K
VCM
545
Versant Capital Management
Arizona
$39.7K
CA
546
Clearstead Advisors
Ohio
$39.3K
MLA
547
MB, Levis & Associates
Pennsylvania
$38.3K
MHR
548
Matthew Hamilton Rosenberg
$38.1K
SIS
549
Sound Income Strategies
Florida
$35.5K
VERPA
550
Virginia Estate & Retirement Planning Advisors
Virginia
$35.4K