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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
GKIM
51
GW&K Investment Management
Massachusetts
$30.2M -$426K -11,156 -1%
Jones Financial Companies
52
Jones Financial Companies
Missouri
$29.3M -$242K -6,349 -0.8%
Allianz Asset Management
53
Allianz Asset Management
Germany
$28.3M +$5.5K +144 +0%
ProShare Advisors
54
ProShare Advisors
Maryland
$27.1M +$815K +21,334 +3%
Nuveen
55
Nuveen
North Carolina
$26.2M -$6.54M -171,352 -20%
Adage Capital Partners
56
Adage Capital Partners
Massachusetts
$25.3M +$3.56M +93,299 +16%
Principal Financial Group
57
Principal Financial Group
Iowa
$24.7M +$481K +12,591 +2%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$24.3M -$32.6M -854,666 -57%
GF
59
Gabelli Funds
New York
$23.5M +$974K +25,500 +4%
AAMU
60
AEGON Asset Management (UK)
United Kingdom
$23.1M -$727K -19,040 -3%
California Public Employees Retirement System
61
California Public Employees Retirement System
California
$22.8M -$493K -12,921 -2%
Wells Fargo
62
Wells Fargo
California
$22.7M -$873K -22,876 -4%
Verition Fund Management
63
Verition Fund Management
Connecticut
$21.2M +$18.2M +476,746 +627%
CLGM
64
Capitolis Liquid Global Markets
New York
$21.1M
Swiss National Bank
65
Swiss National Bank
Switzerland
$20.7M -$779K -20,400 -4%
SSA
66
Schonfeld Strategic Advisors
New York
$20.2M +$19.2M +503,900 +2,050%
Canada Pension Plan Investment Board
67
Canada Pension Plan Investment Board
Ontario, Canada
$19.4M +$10.7M +279,500 +123%
T. Rowe Price Associates
68
T. Rowe Price Associates
Maryland
$18.8M -$39.8M -1,043,524 -68%
FLPIM
69
F.L. Putnam Investment Management
Massachusetts
$17.8M +$2.09M +54,865 +13%
KC
70
Kintayl Capital
New York
$17.7M +$3.96M +103,675 +29%
COPPSERS
71
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$17.5M -$1.8M -47,102 -9%
LPL Financial
72
LPL Financial
California
$15.6M +$2.54M +66,471 +20%
M
73
Mirova
France
$15.3M +$229K +5,996 +2%
Canada Life
74
Canada Life
Manitoba, Canada
$15.1M -$216K -5,650 -1%
New York State Common Retirement Fund
75
New York State Common Retirement Fund
New York
$15.1M -$832K -21,800 -5%

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.