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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
DWM
601
Darwin Wealth Management
Florida
$13K -$5.38K -141 -29%
SWIM
602
Smallwood Wealth Investment Management
New Jersey
$12.8K
HNB
603
Hilltop National Bank
Wyoming
$12.5K
WA
604
Westfuller Advisors
New York
$11.9K +$115 +3 +1%
RF
605
Rossby Financial
Florida
$11.6K +$3.02K +79 +35%
ANBT
606
American National Bank & Trust
Texas
$11.2K
PWPS
607
Pinnacle Wealth Planning Services
Ohio
$11.1K +$1.34K +35 +14%
GAAM
608
Guinness Atkinson Asset Management
California
$10.6K
CCM
609
Chilton Capital Management
Texas
$9.85K +$9.81K +257 New
FMII
610
Farmers & Merchants Investments Inc
Nebraska
$9.58K
PFSC
611
Peoples Financial Services Corp
Pennsylvania
$9.58K
TWIM
612
TIAA Wealth Investment Management
New York
$9.27K -$30.9K -810 -77%
PWMG
613
Private Wealth Management Group
New Jersey
$8.89K
SS
614
SBI Securities
Japan
$8.7K -$3.06K -80 -26%
LSA
615
Leonteq Securities AG
Switzerland
$8.2K -$11.7K -307 -59%
WETS
616
Wealth Enhancement Trust Services
South Dakota
$8.04K +$8.02K +210 New
C
617
Covestor
United Kingdom
$8K +$229 +6 +3%
IAS
618
IMA Advisory Services
Colorado
$7.89K +$7.87K +206 New
CFO
619
CVA Family Office
Colorado
$7.85K -$1.91K -50 -20%
AIC
620
Archer Investment Corporation
Indiana
$7.39K +$76 +2 +1%
GGI
621
Godsey & Gibb Inc
Virginia
$7.2K
KFAS
622
Keating Financial Advisory Services
Kansas
$7.01K
CMA
623
Cedar Mountain Advisors
Oregon
$6.68K +$38 +1 +0.6%
CIA
624
Cape Investment Advisory
Georgia
$6.65K +$6.64K +174 New
FFO
625
Fortitude Family Office
Arizona
$6.63K -$6K -157 -48%

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.