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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
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$14.8M -$1.35M -35,241 -8%
JGUA
77
John G. Ullman & Associates
New York
$14.6M -$890K -23,317 -6%
DekaBank Deutsche Girozentrale
78
DekaBank Deutsche Girozentrale
Germany
$14.3M
TI
79
Trexquant Investment
Connecticut
$13.4M +$6.48M +169,591 +94%
Ameriprise
80
Ameriprise
Minnesota
$12.4M +$691K +18,101 +6%
AG
81
Algert Global
California
$12.3M +$12.3M +321,500 New
MAM
82
Magellan Asset Management
Australia
$12.3M +$956K +25,033 +8%
Natixis Advisors
83
Natixis Advisors
Massachusetts
$11.9M +$272K +7,127 +2%
MSE
84
MUFG Securities EMEA
United Kingdom
$11.7M +$6.63M +173,721 +132%
VF
85
Virtu Financial
New York
$11.7M +$3.15M +82,436 +37%
Retirement Systems of Alabama
86
Retirement Systems of Alabama
Alabama
$11.2M -$2.04M -53,557 -15%
Raymond James Financial
87
Raymond James Financial
Florida
$11.2M -$647K -16,936 -5%
Manulife (Manufacturers Life Insurance)
88
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.1M +$572K +14,976 +5%
Nomura Asset Management
89
Nomura Asset Management
Japan
$11.1M +$2.7M +70,661 +32%
Bank of Nova Scotia
90
Bank of Nova Scotia
Ontario, Canada
$10.9M +$8.94M +234,016 +463%
MSRPS
91
Maryland State Retirement & Pension System
Maryland
$10.9M +$609K +15,959 +6%
New York State Teachers Retirement System (NYSTRS)
92
New York State Teachers Retirement System (NYSTRS)
New York
$10.7M -$307K -8,043 -3%
CIMLRA
93
CBRE Investment Management Listed Real Assets
Pennsylvania
$10.5M -$1.02M -26,611 -9%
D.E. Shaw & Co
94
D.E. Shaw & Co
New York
$10.4M -$10.9M -286,297 -51%
Cetera Investment Advisers
95
Cetera Investment Advisers
Illinois
$10.1M +$585K +15,323 +6%
Stifel Financial
96
Stifel Financial
Missouri
$10M +$91.3K +2,391 +0.9%
IG
97
ING Group
Netherlands
$9.88M +$9.85M +258,000 New
State Board of Administration of Florida Retirement System
98
State Board of Administration of Florida Retirement System
Florida
$9.45M -$265K -6,930 -3%
CBU
99
CIBC Bancorp USA
Illinois
$9.41M +$8.32M +217,874 +783%
Assenagon Asset Management
100
Assenagon Asset Management
Luxembourg
$9.36M -$57.3M -1,500,452 -86%

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.