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
CFD
576
Creative Financial Designs
Indiana
$27.3K
EWM
577
Evolution Wealth Management
Florida
$26.9K
FCAS
578
First Command Advisory Services
Texas
$26.8K
FPB
579
First PREMIER Bank
South Dakota
$26K
HBW
580
Hazlett, Burt & Watson
West Virginia
$26K
Mirae Asset Global Investments
581
Mirae Asset Global Investments
South Korea
$25.5K
API
582
Asset Planning Inc
California
$25.2K
CTA
583
Colonial Trust Advisors
South Carolina
$25.2K
ZBNA
584
Zions Bancorporation, National Association
Utah
$24.8K
P
585
Palladiem
Pennsylvania
$24.2K
BSB
586
Bangor Savings Bank
Maine
$24.1K
VNA
587
Valley National Advisers
Pennsylvania
$24K
DIP
588
DT Investment Partners
Pennsylvania
$22.7K
HWA
589
HHM Wealth Advisors
Tennessee
$22.6K
DAM
590
Delta Asset Management
Tennessee
$22.6K
TWD
591
True Wealth Design
Ohio
$22.3K
TSMHT
592
Thurston Springer Miller Herd & Titak
Indiana
$21.2K
LSA
593
Leonteq Securities AG
Switzerland
$21K
PB
594
Prosperity Bancshares
Texas
$20.2K
BC
595
Barrett & Company
Rhode Island
$20.1K
PWA
596
Physician Wealth Advisors
Utah
$20.1K
MCA
597
McGuire Capital Advisors
Oklahoma
$19.9K
DWM
598
Darwin Wealth Management
Florida
$19.4K
BBHC
599
Brown Brothers Harriman & Co
New York
$18.8K
WIM
600
Westside Investment Management
California
$18.6K