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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
BlackRock
1
BlackRock
New York
$1.28B +$71.2M +1,863,880 +6%
Vanguard Portfolio Management
2
Vanguard Portfolio Management
Pennsylvania
$626M -$5.67M -148,565 -0.9%
State Street
3
State Street
Massachusetts
$503M +$26.3M +687,688 +6%
Vanguard Capital Management
4
Vanguard Capital Management
Pennsylvania
$490M +$4.6M +120,517 +1%
Norges Bank
5
Norges Bank
Norway
$249M +$248M +6,489,675 New
Geode Capital Management
6
Geode Capital Management
Massachusetts
$202M +$2.13M +55,890 +1%
Nordea Investment Management
7
Nordea Investment Management
Sweden
$197M -$90.4M -2,367,235 -32%
Amundi
8
Amundi
France
$166M -$7.87M -206,168 -5%
Millennium Management
9
Millennium Management
New York
$159M +$3.46M +90,520 +2%
AA
10
AQR Arbitrage
Connecticut
$148M +$27.5M +720,838 +23%
Legal & General Group
11
Legal & General Group
United Kingdom
$134M +$3.64M +95,371 +3%
Goldman Sachs
12
Goldman Sachs
New York
$130M +$21.4M +559,317 +20%
Northern Trust
13
Northern Trust
Illinois
$126M +$3.74M +97,899 +3%
Morgan Stanley
14
Morgan Stanley
New York
$126M +$2.2M +57,681 +2%
AP
15
Antipodes Partners
Australia
$125M +$9.45M +247,471 +8%
Balyasny Asset Management
16
Balyasny Asset Management
Illinois
$124M +$5.38M +140,917 +5%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$115M +$4.77M +124,883 +4%
JP Morgan Chase
18
JP Morgan Chase
New York
$106M +$21.4M +561,748 +26%
Pictet Asset Management
19
Pictet Asset Management
Switzerland
$96.7M -$41.3M -1,081,409 -30%
BTW
20
Boston Trust Walden
Massachusetts
$94.4M -$687K -17,987 -0.7%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$92.5M -$4.18M -109,402 -4%
Invesco
22
Invesco
Georgia
$92M -$71.3M -1,868,550 -44%
NAMI
23
Nomura Asset Management International
Pennsylvania
$85.9M -$4.22M -110,480 -5%
First Trust Advisors
24
First Trust Advisors
Illinois
$80.2M +$6.9M +180,720 +9%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$79.9M +$30.7M +804,561 +63%

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.