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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
AIP
201
Ameritas Investment Partners
Nebraska
$2.62M
Russell Investments Group
202
Russell Investments Group
United Kingdom
$2.61M +$77.7K +2,036 +3%
SOMRS
203
State of Michigan Retirement System
Michigan
$2.54M -$64.9K -1,700 -2%
SAM
204
Synergy Asset Management
Washington
$2.53M -$564K -14,769 -18%
EIP
205
Energy Income Partners
Connecticut
$2.53M -$16.5M -432,434 -87%
Citadel Advisors
206
Citadel Advisors
Florida
$2.51M +$1.02M +26,699 +69%
NMIMC
207
Northwestern Mutual Investment Management Company
Wisconsin
$2.44M +$15.5K +407 +0.6%
Thrivent Financial for Lutherans
208
Thrivent Financial for Lutherans
Minnesota
$2.43M -$29.5K -773 -1%
Fifth Third Bancorp
209
Fifth Third Bancorp
Ohio
$2.43M -$248K -6,492 -9%
KCM
210
Kennedy Capital Management
Missouri
$2.42M +$1.12M +29,359 +87%
GI
211
GAMCO Investors
Connecticut
$2.32M +$56.4K +1,476 +2%
WA
212
Waverly Advisors
Alabama
$2.31M +$75.3K +1,973 +3%
NMERB
213
New Mexico Educational Retirement Board
New Mexico
$2.28M
OPERF
214
Oregon Public Employees Retirement Fund
Oregon
$2.24M +$22.9K +600 +1%
SAM
215
Secure Asset Management
Michigan
$2.24M +$199K +5,210 +10%
JG
216
Jain Global
New York
$2.15M +$2.14M +56,012 New
PCM
217
Prelude Capital Management
New York
$2.13M +$672K +17,590 +46%
BA
218
Bridgewater Advisors
New York
$2.06M +$11.9K +311 +0.6%
Pathstone Holdings
219
Pathstone Holdings
New Jersey
$2.06M +$635K +16,630 +45%
MC
220
Machina Capital
France
$1.97M +$1.43M +37,515 +268%
BFA
221
Benedict Financial Advisors
Georgia
$1.94M -$101K -2,633 -5%
Sumitomo Mitsui Trust Group
222
Sumitomo Mitsui Trust Group
Japan
$1.92M +$198K +5,173 +11%
ISS
223
Intesa Sanpaolo SpA.
Italy
$1.92M -$1.25M -32,619 -39%
AAM
224
Advisors Asset Management
Colorado
$1.86M -$26.7K -698 -1%
Osaic Holdings
225
Osaic Holdings
Arizona
$1.79M +$41.8K +1,094 +2%

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.