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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
PA
526
Parallel Advisors
California
$86.2K -$59.3K -1,552 -41%
FB
527
First Bancorp
Maine
$83.3K +$83K +2,174 New
TVWM
528
Tower View Wealth Management
Wisconsin
$80.1K +$725 +19 +0.9%
ABWM
529
Alpine Bank Wealth Management
Colorado
$79.8K +$79.5K +2,082 New
NAS
530
Nykredit A/S
Denmark
$77.5K +$77.2K +2,023 New
BWA
531
Basecamp Wealth Advisors
Washington
$73.4K +$8.17K +214 +13%
GWM
532
Geneos Wealth Management
Colorado
$72.4K +$955 +25 +1%
SMBT
533
Southern Michigan Bank & Trust
Michigan
$69K
MWM
534
Mascoma Wealth Management
New Hampshire
$67.7K
VCM
535
Versant Capital Management
Arizona
$67.3K +$29.4K +769 +78%
JGIA
536
Jackson Grant Investment Advisers
Connecticut
$64.9K
CT
537
Coastline Trust
Rhode Island
$64.9K
SAM
538
Smartleaf Asset Management
Massachusetts
$62.6K
CT
539
Clearstead Trust
Maine
$59K -$13.2K -347 -18%
ADL
540
Asset Dedication LLC
California
$59K
TC
541
Truvestments Capital
Florida
$54K -$573 -15 -1%
BAM
542
Byrne Asset Management
New Jersey
$47.9K +$5.73K +150 +14%
OCM
543
Orion Capital Management
California
$43.1K
MPWT
544
MassMutual Private Wealth & Trust
Connecticut
$42.5K -$10.3K -271 -20%
CAL
545
Capital Advisors Ltd
Ohio
$42K +$10.4K +272 +33%
UOTTAIMCU
546
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$41.8K
Bessemer Group
547
Bessemer Group
New Jersey
$41K -$8.82K -231 -18%
TC
548
Trust Company
Kansas
$40.4K +$23.9K +625 +145%
CFD
549
Creative Financial Designs
Indiana
$39.3K +$13.3K +348 +51%
CIAM
550
Caitong International Asset Management
Hong Kong
$38.7K +$38.1K +998 +8,317%

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.