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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
GFA
676
Godfrey Financial Associates
New York
$498
CFM
677
Cornerstone Financial Management
Massachusetts
$498 +$496 +13 New
SHIM
678
Stone House Investment Management
Pennsylvania
$460
PS
679
Planning Strategies
Pennsylvania
$460 +$458 +12 New
FGC
680
Financial Gravity Companies
Texas
$383 +$382 +10 New
DF
681
Dunhill Financial
United Kingdom
$245
HFS
682
Hughes Financial Services
Virginia
$192 +$76 +2 +67%
DF
683
DecisionPoint Financial
Arizona
$191 +$191 +5 New
ACA
684
American Capital Advisory
Idaho
$154 -$153 -4 -50%
BCWM
685
Bartlett & Co Wealth Management
Ohio
$153 -$1.45K -38 -90%
NSIM
686
North Star Investment Management
Illinois
$153
RS
687
Rakuten Securities
Japan
$115 -$420 -11 -79%
3FI
688
3 Factor Indexing
California
$77
SA
689
Seneschal Advisors
Washington
$77
MCA
690
Maryland Capital Advisors
Maryland
$77 +$76 +2 New
PMFA
691
Plante Moran Financial Advisors
Michigan
$77 +$76 +2 New
MAM
692
Meeder Asset Management
Ohio
$38
RCM
693
Raleigh Capital Management
North Carolina
$38
BCV
694
Banque Cantonale Vaudoise
Switzerland
$9 -$1.34K -35 -13%
BPAMU
695
BTG Pactual Asset Management US
New York
-$8.77M -217,672 Closed
FAF
696
Fjarde Ap-fonden
Sweden
-$7.3M -181,286 Closed
WP
697
Woodline Partners
California
-$6.09M -151,351 Closed
JFG
698
Jefferies Financial Group
New York
-$5.39M -133,752 Closed
YIH
699
Y-Intercept (HK)
Hong Kong
-$4.55M -113,084 Closed
OQS
700
Occudo Quantitative Strategies
Florida
-$3.1M -81,263 Closed

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.