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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
Treasurer of the State of North Carolina
151
Treasurer of the State of North Carolina
North Carolina
$4.62M +$21.4K +560 +0.5%
TFA
152
Toth Financial Advisory
Virginia
$4.61M -$380K -9,953 -8%
JT
153
Jupiter Topco
New York
$4.53M +$4.51M +118,200 New
HPC
154
HM Payson & Co
Maine
$4.38M -$33.4K -875 -0.8%
DZ Bank
155
DZ Bank
Germany
$4.33M
HAI
156
Hennessy Advisors Inc
California
$4.3M +$458K +12,000 +12%
Vanguard Global Advisers
157
Vanguard Global Advisers
Pennsylvania
$4.13M -$345K -9,042 -8%
State of Tennessee, Department of Treasury
158
State of Tennessee, Department of Treasury
Tennessee
$4.1M -$73.5K -1,925 -2%
NIG
159
NFJ Investment Group
Texas
$4.05M
MOACM
160
Mutual of America Capital Management
New York
$4.03M -$121K -3,156 -3%
Cerity Partners
161
Cerity Partners
New York
$4.01M +$1.26M +33,091 +46%
First Manhattan
162
First Manhattan
New York
$3.87M -$409K -10,718 -10%
Mercer Global Advisors
163
Mercer Global Advisors
Colorado
$3.77M +$1.28M +33,531 +52%
FDCDDQ
164
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.73M +$100K +2,621 +3%
Brown Advisory
165
Brown Advisory
Maryland
$3.62M -$7.06K -185 -0.2%
HighTower Advisors
166
HighTower Advisors
Illinois
$3.53M -$293K -7,686 -8%
FNBTCON
167
First National Bank & Trust Co of Newtown
Pennsylvania
$3.48M -$210K -5,500 -6%
Cambridge Investment Research Advisors
168
Cambridge Investment Research Advisors
Iowa
$3.48M +$5.73K +150 +0.2%
BNP Paribas Financial Markets
169
BNP Paribas Financial Markets
France
$3.42M -$228K -5,975 -6%
Wealth Enhancement Advisory Services
170
Wealth Enhancement Advisory Services
Minnesota
$3.41M +$332K +8,698 +10%
AAP
171
Arax Advisory Partners
Colorado
$3.4M +$3.34M +87,556 +7,027%
IA
172
Inspire Advisors
Idaho
$3.36M +$546K +14,312 +19%
CM
173
CoreCommodity Management
Connecticut
$3.33M +$1.71M +44,727 +106%
KK
174
KLP Kapitalforvaltning
Norway
$3.29M +$897K +23,500 +38%
TRSOTSOK
175
Teachers Retirement System of the State of Kentucky
Kentucky
$3.25M

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.