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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

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
VCM
551
Versant Capital Management
Arizona
$39.7K
CA
552
Clearstead Advisors
Ohio
$39.3K
MLA
553
MB, Levis & Associates
Pennsylvania
$38.3K
MHR
554
Matthew Hamilton Rosenberg
$38.1K
CCC
555
Chelsea Counsel Company
California
$36.2K
SIS
556
Sound Income Strategies
Florida
$35.5K
VERPA
557
Virginia Estate & Retirement Planning Advisors
Virginia
$35.4K
PFBT
558
Parkside Financial Bank & Trust
Missouri
$35.3K
BTI
559
Blue Trust Inc
Georgia
$35.2K
Mitsubishi UFJ Asset Management
560
Mitsubishi UFJ Asset Management
Japan
$35.2K
KSB
561
Kennebec Savings Bank
Maine
$34.1K
RDFA
562
Ritter Daniher Financial Advisory
Ohio
$33.6K
CAL
563
Capital Advisors Ltd
Ohio
$33K
FCT
564
First Community Trust
Iowa
$32.3K
NB
565
NBT Bank
New York
$32.2K
AA
566
Ancora Advisors
Ohio
$31.3K
AA
567
Addison Advisors
Vermont
$31K
PSB
568
Piscataqua Savings Bank
New Hampshire
$30.2K
AUB
569
Atlantic Union Bankshares
Virginia
$29.8K
QC
570
Quent Capital
New York
$29.5K
VWA
571
VSM Wealth Advisory
Maryland
$29K
PGAM
572
Princeton Global Asset Management
New Jersey
$28.4K
GSWM
573
Golden State Wealth Management
California
$28.2K
DWP
574
Destiny Wealth Partners
Florida
$27.8K
SC
575
SouthState Corp
Florida
$27.6K