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BlackRock Utilities, Infrastructure & Power Opportunities Trust

65 hedge funds and large institutions have $79.8M invested in BlackRock Utilities, Infrastructure & Power Opportunities Trust in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 16

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

0.3% less ownership

Funds ownership: 15.97%15.67% (-0.3%)

2% less funds holding

Funds holding: 6665 (-1)

5% less capital invested

Capital invested by funds: $84.1M → $79.8M (-$4.31M)

Holders
65
Holders Change
-1
Holders Change %
-1.52%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
26
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$564K -$19.6K -854 -3%
KeyBank National Association
27
KeyBank National Association
Ohio
$530K
First Trust Advisors
28
First Trust Advisors
Illinois
$511K -$21.6K -941 -4%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$472K -$8.71K -379 -2%
DADC
30
D.A. Davidson & Co
Montana
$332K -$4.78K -208 -1%
TSMHT
31
Thurston Springer Miller Herd & Titak
Indiana
$317K +$5.05K +220 +2%
NA
32
NewEdge Advisors
Louisiana
$316K +$19.4K +844 +6%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$287K +$3.17K +138 +1%
JWCA
34
J.W. Cole Advisors
Florida
$285K +$289K +12,577 New
LSWP
35
Liberty Square Wealth Partners
Pennsylvania
$282K +$26.9K +1,172 +10%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$267K -$25.5K -1,110 -9%
CFGW
37
Chancellor Financial Group WB
Pennsylvania
$256K +$4.59K +200 +2%
HPC
38
HM Payson & Co
Maine
$226K
SIC
39
Sage Investment Counsel
Tennessee
$219K
KPWS
40
Kestra Private Wealth Services
Texas
$217K +$138 +6 +0.1%
MAG
41
M3 Advisory Group
Massachusetts
$216K +$3.88K +169 +2%
SWM
42
SeaCrest Wealth Management
New York
$212K +$69 +3 +0%
SPC
43
Sigma Planning Corp
Michigan
$212K
NS
44
NBC Securities
Alabama
$186K +$190K +8,255 +103,188%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$176K -$47.4K -2,065 -21%
CCM
46
Coldstream Capital Management
Washington
$131K +$133K +5,800 New
MA
47
Montag & Associates
Georgia
$108K +$57.5K +2,504 +111%
US Bancorp
48
US Bancorp
Minnesota
$107K
Comerica Bank
49
Comerica Bank
Texas
$106K
SPIA
50
Steward Partners Investment Advisory
New York
$25.2K +$25.5K +1,112 New

BUI Hedge Fund Activity: Q1 2025 in Review

65 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) for Q1 2025, worth a combined $79.8M — down 5.1% from $84.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BUI positions and 5 closed out — a net gain of 2 holders — while 26 added to existing stakes and 16 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $1.9M. The largest seller was Cornerstone Advisors, exiting entirely with an estimated $3.54M sold.

  • 65 institutional investors held BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) as of Q1 2025, down from 66 in Q4 2024.
  • Funds reported $79.8M of BlackRock Utilities, Infrastructure & Power Opportunities Trust stock for Q1 2025, down 5.1% quarter-over-quarter.
  • 7 funds opened new BlackRock Utilities, Infrastructure & Power Opportunities Trust positions in Q1 2025 and 5 closed out, a net change of +2 holders.
  • The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust buyer in Q1 2025 was Raymond James Financial, an estimated $1.9M added.
  • The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust seller in Q1 2025 was Cornerstone Advisors, an estimated $3.54M sold.

Based on aggregated 13F filings for Q1 2025.