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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
APG Asset Management
126
APG Asset Management
Netherlands
$6.11M +$2.14M +56,113 +44%
BNP Paribas Asset Management
127
BNP Paribas Asset Management
France
$5.97M -$982K -25,714 -14%
SDIC
128
South Dakota Investment Council
South Dakota
$5.96M +$173K +4,531 +3%
QT
129
Quantbot Technologies
New York
$5.95M +$5.46M +143,079 +1,172%
Point72 Asset Management
130
Point72 Asset Management
Connecticut
$5.87M +$2.99M +78,379 +105%
WFG
131
Wills Financial Group
Virginia
$5.83M -$22.5K -590 -0.4%
CS
132
Candriam SCA
Luxembourg
$5.75M -$211K -5,537 -4%
SAM
133
Storebrand Asset Management
Norway
$5.58M -$1.74M -45,518 -24%
Bank of Montreal
134
Bank of Montreal
Ontario, Canada
$5.44M +$225K +5,895 +4%
Toronto Dominion Bank
135
Toronto Dominion Bank
Ontario, Canada
$5.41M -$11.9M -311,259 -69%
TD Asset Management
136
TD Asset Management
Ontario, Canada
$5.39M +$379K +9,925 +8%
GC
137
Guggenheim Capital
Illinois
$5.37M -$317K -8,309 -6%
State of Wisconsin Investment Board
138
State of Wisconsin Investment Board
Wisconsin
$5.35M -$585K -15,325 -10%
IC
139
IEQ Capital
California
$5.3M +$4.81M +125,871 +1,009%
P
140
PensionDanmark
Denmark
$5.28M +$2.81M +73,600 +114%
MIM
141
MetLife Investment Management
New Jersey
$5.23M -$99.6K -2,609 -2%
FISPB
142
Fideuram - Intesa Sanpaolo Private Banking
$5.11M +$2.06M +53,935 +68%
HPIA
143
Hamilton Point Investment Advisors
North Carolina
$5.01M -$47.2K -1,235 -0.9%
PFSRSONJ
144
Police & Firemen's Retirement System of New Jersey
New Jersey
$4.96M +$288K +7,539 +6%
CMP
145
Coston McIsaac & Partners
Maine
$4.91M +$238K +6,229 +5%
Baird Financial Group
146
Baird Financial Group
Wisconsin
$4.85M -$100K -2,630 -2%
AB
147
Amalgamated Bank
New York
$4.83M -$106K -2,784 -2%
AA
148
ALPS Advisors
Colorado
$4.81M +$142K +3,727 +3%
SEI Investments
149
SEI Investments
Pennsylvania
$4.77M -$214K -5,609 -4%
VanEck Associates
150
VanEck Associates
New York
$4.62M -$2.02M -52,803 -30%

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.