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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

257% more call options, than puts

Call options by funds: $6.7M | Put options by funds: $1.88M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

20% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 74

1% more capital invested

Capital invested by funds: $8.66B → $8.72B (+$64.8M)

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
+2
Holders Change %
+0.29%
% of All Funds
8.55%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
89
Increased
218
Reduced
250
Closed
74
Calls
$6.7M
Puts
$1.88M
Net Calls
+$4.82M
Net Calls Change
-$1.89M
Name Holding Trade Value Shares
Change
Change in
Stake
Grantham, Mayo, Van Otterloo & Co (GMO)
51
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$30.2M +$29.5M +748,814 New
Fidelity Investments
52
Fidelity Investments
Massachusetts
$29.2M +$17.3M +439,282 +154%
Allianz Asset Management
53
Allianz Asset Management
Germany
$28.3M -$24.6M -625,793 -47%
Squarepoint
54
Squarepoint
New York
$27.8M +$7.46M +189,460 +38%
ProShare Advisors
55
ProShare Advisors
Maryland
$27.6M -$5.66M -143,675 -17%
Principal Financial Group
56
Principal Financial Group
Iowa
$25.4M +$801K +20,360 +3%
AAMU
57
AEGON Asset Management (UK)
United Kingdom
$25.1M -$7.06M -179,390 -22%
Wells Fargo
58
Wells Fargo
California
$24.8M -$2.07M -52,566 -8%
California Public Employees Retirement System
59
California Public Employees Retirement System
California
$24.5M -$6.2M -157,556 -21%
GF
60
Gabelli Funds
New York
$23.7M +$86.6K +2,200 +0.4%
Adage Capital Partners
61
Adage Capital Partners
Massachusetts
$22.9M +$22.3M +567,799 New
Swiss National Bank
62
Swiss National Bank
Switzerland
$22.6M -$7.35M -186,600 -25%
D.E. Shaw & Co
63
D.E. Shaw & Co
New York
$22.5M +$22M +558,549 New
CLGM
64
Capitolis Liquid Global Markets
New York
$22.2M
LP
65
LMR Partners
United Kingdom
$21.8M -$725K -18,412 -3%
Wellington Management Group
66
Wellington Management Group
Massachusetts
$20.6M +$408K +10,370 +2%
COPPSERS
67
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$20.3M -$2.21M -56,263 -10%
EIP
68
Energy Income Partners
Connecticut
$20.1M +$270K +6,856 +1%
Toronto Dominion Bank
69
Toronto Dominion Bank
Ontario, Canada
$18.2M -$43.3M -1,099,186 -71%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$16.9M -$646K -16,422 -4%
New York State Common Retirement Fund
71
New York State Common Retirement Fund
New York
$16.8M -$3.71M -94,358 -18%
FLPIM
72
F.L. Putnam Investment Management
Massachusetts
$16.5M -$5.31M -134,876 -25%
JGUA
73
John G. Ullman & Associates
New York
$16.3M -$74.8K -1,901 -0.5%
Canada Life
74
Canada Life
Manitoba, Canada
$16.2M -$2.07M -52,582 -12%
M
75
Mirova
France
$15.8M +$15.5M +392,726 New