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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
SC
651
Swan Capital
Florida
$2.78K
FG
652
Fairman Group
Pennsylvania
$2.58K
S
653
Sachetta
Massachusetts
$2.3K
CH
654
Cromwell Holdings
Wyoming
$2.17K
BFS
655
Bare Financial Services
Pennsylvania
$2.13K
IWS
656
Intentional Wealth Strategies
Colorado
$2.01K
SIM
657
Synergy Investment Management
Florida
$2.01K
CFP
658
Comprehensive Financial Planning
Pennsylvania
$2.01K
BIA
659
Bell Investment Advisors
California
$1.77K
BCWM
660
Bartlett & Co Wealth Management
Ohio
$1.59K
OCM
661
Osbon Capital Management
Massachusetts
$1.49K
AW
662
Ankerstar Wealth
Texas
$1.45K
DPW
663
DiNuzzo Private Wealth
Pennsylvania
$1.37K
SIC
664
SJS Investment Consulting
Ohio
$1.37K
SEP
665
Signature Equity Partners
Ohio
$1.37K
SG
666
Sankala Group
Colorado
$1.15K
BWL
667
Bogart Wealth LLC
Virginia
$1.12K
CPG
668
Cornerstone Planning Group
New Jersey
$1.09K
BHWM
669
Bay Harbor Wealth Management
Maryland
$1.05K
OAJ
670
Ogorek Anthony Joseph
New York
$1K
RWM
671
Rialto Wealth Management
New York
$886
MCM
672
MV Capital Management
Maryland
$846
TFA
673
Transamerica Financial Advisors
Florida
$805
SWM
674
Spire Wealth Management
Virginia
$805
VWM
675
Vermillion Wealth Management
Minnesota
$765