WTRG icon

Essential Utilities

689 hedge funds and large institutions have $8.72B invested in Essential Utilities in 2026 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 217 increasing their positions, 245 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

0% less funds holding

Funds holding: 690689 (-1)

3.35% less ownership

Funds ownership: 79.76%76.41% (-3.4%)

11% less repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 245

Holders
689
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.7M
Puts
$1.88M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
201
Russell Investments Group
United Kingdom
$2.67M
CF
202
Covea Finance
France
$2.64M
Mercer Global Advisors
203
Mercer Global Advisors
Colorado
$2.62M
Thrivent Financial for Lutherans
204
Thrivent Financial for Lutherans
Minnesota
$2.59M
NMIMC
205
Northwestern Mutual Investment Management Company
Wisconsin
$2.55M
EFS
206
Econ Financial Services
Pennsylvania
$2.55M
AIM
207
Arcadia Investment Management
Michigan
$2.54M
HSA
208
Hussman Strategic Advisors
Maryland
$2.54M
KK
209
KLP Kapitalforvaltning
Norway
$2.51M
NMERB
210
New Mexico Educational Retirement Board
New Mexico
$2.39M
GI
211
GAMCO Investors
Connecticut
$2.38M
WA
212
Waverly Advisors
Alabama
$2.35M
OPERF
213
Oregon Public Employees Retirement Fund
Oregon
$2.34M
OAM
214
Ostrum Asset Management
France
$2.28M
BFA
215
Benedict Financial Advisors
Georgia
$2.14M
SAM
216
Secure Asset Management
Michigan
$2.14M
PAG
217
Private Advisor Group
New Jersey
$2.12M
Bank of Nova Scotia
218
Bank of Nova Scotia
Ontario, Canada
$2.04M
Carson Wealth (CWM LLC)
219
Carson Wealth (CWM LLC)
Nebraska
$2.03M
BA
220
Bridgewater Advisors
New York
$2.02M
AAM
221
Advisors Asset Management
Colorado
$1.98M
CP
222
CenterBook Partners
Connecticut
$1.91M
Marshall Wace
223
Marshall Wace
United Kingdom
$1.88M
HA
224
Heartland Advisors
Wisconsin
$1.85M
Osaic Holdings
225
Osaic Holdings
Arizona
$1.84M