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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
TYCC
176
Texas Yale Capital Corp
Florida
$3.22M
WSFS
177
Wilmington Savings Fund Society
Delaware
$3.22M -$50.7K -1,328 -2%
Wellington Management Group
178
Wellington Management Group
Massachusetts
$3.22M -$16.3M -427,597 -84%
CI
179
Cambiar Investors
Colorado
$3.21M -$21.3K -559 -0.7%
Zurich Cantonal Bank
180
Zurich Cantonal Bank
Switzerland
$3.19M +$498K +13,055 +19%
LSERS
181
Louisiana State Employees Retirement System
Louisiana
$3.18M +$38.2K +1,000 +1%
TC
182
Trilogy Capital
California
$3.18M +$70K +1,833 +2%
AM
183
AGF Management
Ontario, Canada
$3.14M -$485K -12,704 -13%
Envestnet Asset Management
184
Envestnet Asset Management
Illinois
$3.11M +$368K +9,637 +13%
PAMP
185
Polar Asset Management Partners
Ontario, Canada
$3.09M +$2.13M +55,780 +223%
Ohio Public Employees Retirement System (OPERS)
186
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.09M -$34.4K -901 -1%
YCM
187
Yousif Capital Management
Michigan
$3.09M -$176K -4,613 -5%
ADBIC
188
A.D. Beadell Investment Counsel
Wisconsin
$3.07M +$131K +3,430 +4%
Man Group
189
Man Group
United Kingdom
$3.06M +$3.05M +80,000 New
OL
190
Odyssean LLC
Connecticut
$3.04M +$3.03M +79,254 New
State of New Jersey Common Pension Fund D
191
State of New Jersey Common Pension Fund D
New Jersey
$3.01M
Vontobel Holding
192
Vontobel Holding
Switzerland
$3M -$740K -19,382 -20%
GLA
193
Great Lakes Advisors
Illinois
$2.99M +$2.98M +78,045 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
194
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.99M +$2.98M +78,000 New
BA
195
Bridgewater Associates
Connecticut
$2.97M +$98.4K +2,578 +3%
AAIS
196
ABN AMRO Investment Solutions
$2.91M -$956K -25,050 -25%
ASRS
197
Arizona State Retirement System
Arizona
$2.85M -$133K -3,493 -4%
JCM
198
Jacobi Capital Management
Pennsylvania
$2.8M +$38.7K +1,014 +1%
GT
199
Glenmede Trust
Pennsylvania
$2.73M -$719K -18,843 -21%
AIC
200
Aurora Investment Counsel
Georgia
$2.63M -$78.3K -2,051 -3%

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.