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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
MUAMU
526
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$81K
CT
527
Clearstead Trust
Maine
$76K -$12.5K -317 -14%
GWM
528
Geneos Wealth Management
Colorado
$75.1K
SMBT
529
Southern Michigan Bank & Trust
Michigan
$72.5K +$70.9K +1,800 New
MWM
530
Mascoma Wealth Management
New Hampshire
$71.1K
BWA
531
Basecamp Wealth Advisors
Washington
$68.6K -$16.6K -421 -20%
JGIA
532
Jackson Grant Investment Advisers
Connecticut
$68.3K
CT
533
Coastline Trust
Rhode Island
$68.2K
SAM
534
Smartleaf Asset Management
Massachusetts
$66.8K +$4.53K +115 +8%
IA
535
IFP Advisors
Florida
$63K -$33.6K -854 -35%
ADL
536
Asset Dedication LLC
California
$62.1K -$5.35K -136 -8%
CA
537
CoreCap Advisors
Michigan
$57.9K -$354 -9 -0.6%
TC
538
Truvestments Capital
Florida
$57.4K +$394 +10 +0.7%
MPWT
539
MassMutual Private Wealth & Trust
Connecticut
$55.6K -$6.61K -168 -11%
Bessemer Group
540
Bessemer Group
New Jersey
$52K +$1.5K +38 +3%
AAP
541
Arax Advisory Partners
Colorado
$50.2K -$32.6K -827 -40%
EP
542
Essential Partners
California
$49.7K +$11.2K +284 +30%
VIS
543
Vega Investment Solutions
France
$46.3K
OCM
544
Orion Capital Management
California
$45.3K
BAM
545
Byrne Asset Management
New Jersey
$44.3K
UOTTAIMCU
546
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$43.9K +$42.9K +1,090 New
TWIM
547
TIAA Wealth Investment Management
New York
$43K +$41.4K +1,052 New
RFP
548
Root Financial Partners
California
$41.5K +$21.3K +542 +111%
CNBTD
549
Citizens National Bank Trust Department
Mississippi
$40.3K
CCWM
550
Cassaday & Co Wealth Management
Virginia
$40K +$39.1K +994 New