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

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% 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
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
MUAMU
526
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$81K
CT
527
Clearstead Trust
Maine
$76K
GWM
528
Geneos Wealth Management
Colorado
$75.1K
SMBT
529
Southern Michigan Bank & Trust
Michigan
$72.5K
MWM
530
Mascoma Wealth Management
New Hampshire
$71.1K
BWA
531
Basecamp Wealth Advisors
Washington
$68.6K
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
IA
535
IFP Advisors
Florida
$63K
ADL
536
Asset Dedication LLC
California
$62.1K
CA
537
CoreCap Advisors
Michigan
$57.9K
TC
538
Truvestments Capital
Florida
$57.4K
MPWT
539
MassMutual Private Wealth & Trust
Connecticut
$55.6K
Bessemer Group
540
Bessemer Group
New Jersey
$52K
AAP
541
Arax Advisory Partners
Colorado
$50.2K
EP
542
Essential Partners
California
$49.7K
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
TWIM
547
TIAA Wealth Investment Management
New York
$43K
RFP
548
Root Financial Partners
California
$41.5K
CNBTD
549
Citizens National Bank Trust Department
Mississippi
$40.3K
CCWM
550
Cassaday & Co Wealth Management
Virginia
$40K