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Essential Utilities

688 hedge funds and large institutions have $8.72B invested in Essential Utilities in 2026 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 217 increasing their positions, 245 reducing their positions, and 76 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% less funds holding

Funds holding: 690688 (-2)

3.35% less ownership

Funds ownership: 79.76%76.41% (-3.4%)

11% less repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 245

Holders
688
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
WWM
651
Western Wealth Management
Colorado
$2.01K
CFP
652
Comprehensive Financial Planning
Pennsylvania
$2.01K
BIA
653
Bell Investment Advisors
California
$1.77K
BCWM
654
Bartlett & Co Wealth Management
Ohio
$1.59K
OCM
655
Osbon Capital Management
Massachusetts
$1.49K
AW
656
Ankerstar Wealth
Texas
$1.45K
DPW
657
DiNuzzo Private Wealth
Pennsylvania
$1.37K
SIC
658
SJS Investment Consulting
Ohio
$1.37K
SEP
659
Signature Equity Partners
Ohio
$1.37K
SG
660
Sankala Group
Colorado
$1.15K
BWL
661
Bogart Wealth LLC
Virginia
$1.12K
CPG
662
Cornerstone Planning Group
New Jersey
$1.09K
BHWM
663
Bay Harbor Wealth Management
Maryland
$1.05K
OAJ
664
Ogorek Anthony Joseph
New York
$1K
RWM
665
Rialto Wealth Management
New York
$886
MCM
666
MV Capital Management
Maryland
$846
TFA
667
Transamerica Financial Advisors
Florida
$805
SWM
668
Spire Wealth Management
Virginia
$805
VWM
669
Vermillion Wealth Management
Minnesota
$765
MEG
670
Millstone Evans Group
Colorado
$564
RS
671
Rakuten Securities
Japan
$564
GFA
672
Godfrey Financial Associates
New York
$524
FC
673
Financial Consulate
Maryland
$524
CIAM
674
Caitong International Asset Management
Hong Kong
$483
SHIM
675
Stone House Investment Management
Pennsylvania
$483