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BlackRock Utilities, Infrastructure & Power Opportunities Trust

62 hedge funds and large institutions have $99.1M invested in BlackRock Utilities, Infrastructure & Power Opportunities Trust in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 19

7% more capital invested

Capital invested by funds: $92.9M → $99.1M (+$6.15M)

0.76% more ownership

Funds ownership: 15.89%16.65% (+0.76%)

6% less funds holding

Funds holding: 6662 (-4)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
62
Holders Change
-4
Holders Change %
-6.06%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
24
Reduced
19
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$619K -$12.6K -476 -2%
FFA
27
Farther Finance Advisors
California
$617K +$953 +36 +0.2%
KeyBank National Association
28
KeyBank National Association
Ohio
$612K
First Trust Advisors
29
First Trust Advisors
Illinois
$580K -$4.98K -188 -0.8%
BRWA
30
B. Riley Wealth Advisors
Florida
$510K -$46.6K -1,760 -8%
LCM
31
Liberty Capital Management
Michigan
$486K
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$460K +$31.3K +1,182 +7%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$409K -$104K -3,943 -20%
PS
34
Principal Securities
Iowa
$355K -$20.1K -760 -5%
NA
35
NewEdge Advisors
Louisiana
$345K -$48K -1,812 -12%
JWCA
36
J.W. Cole Advisors
Florida
$340K +$5.06K +191 +1%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$339K +$3.26K +123 +1%
DADC
38
D.A. Davidson & Co
Montana
$329K -$34.5K -1,302 -9%
LSWP
39
Liberty Square Wealth Partners
Pennsylvania
$315K -$2.97K -112 -0.9%
CFGW
40
Chancellor Financial Group WB
Pennsylvania
$301K +$19.9K +750 +7%
Truist Financial
41
Truist Financial
North Carolina
$262K +$265K +10,000 New
SWM
42
SeaCrest Wealth Management
New York
$260K +$5.35K +202 +2%
MAG
43
M3 Advisory Group
Massachusetts
$257K +$3.94K +149 +2%
KPWS
44
Kestra Private Wealth Services
Texas
$246K -$6.01K -227 -2%
ISL
45
Ingalls & Snyder LLC
New York
$220K +$222K +8,400 New
NS
46
NBC Securities
Alabama
$216K
US Bancorp
47
US Bancorp
Minnesota
$124K
Comerica Bank
48
Comerica Bank
Texas
$122K
SPIA
49
Steward Partners Investment Advisory
New York
$55.6K
CAM
50
Creekmur Asset Management
Illinois
$43.6K +$25.2K +952 +134%

BUI Hedge Fund Activity: Q3 2025 in Review

62 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) for Q3 2025, worth a combined $99.1M — up 6.6% from $92.9M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of BUI and 5 opened new positions — a net loss of 4 holders — while 19 trimmed existing stakes and 24 added.

The largest buyer was LPL Financial, adding an estimated $2.02M. The largest seller was Consolidated Portfolio Review Corp, exiting entirely with an estimated $855K sold.

  • 62 institutional investors held BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) as of Q3 2025, down from 66 in Q2 2025.
  • Funds reported $99.1M of BlackRock Utilities, Infrastructure & Power Opportunities Trust stock for Q3 2025, up 6.6% quarter-over-quarter.
  • 5 funds opened new BlackRock Utilities, Infrastructure & Power Opportunities Trust positions in Q3 2025 and 9 closed out, a net change of -4 holders.
  • The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust buyer in Q3 2025 was LPL Financial, an estimated $2.02M added.
  • The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust seller in Q3 2025 was Consolidated Portfolio Review Corp, an estimated $855K sold.

Based on aggregated 13F filings for Q3 2025.