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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
Morgan Stanley
1
Morgan Stanley
New York
$14.2M -$917K -39,891 -6%
Ameriprise
2
Ameriprise
Minnesota
$10.5M +$1.19M +51,684 +13%
Bank of America
3
Bank of America
North Carolina
$10M +$180K +7,841 +2%
Raymond James Financial
4
Raymond James Financial
Florida
$7.16M +$1.9M +82,672 +35%
Invesco
5
Invesco
Georgia
$5.02M -$421K -18,338 -8%
NRI
6
NFP Retirement Inc
California
$2.5M +$54.5K +2,370 +2%
UBS Group
7
UBS Group
Switzerland
$2.32M -$73.4K -3,195 -3%
Wells Fargo
8
Wells Fargo
California
$2.28M +$558K +24,299 +32%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.04M +$307K +13,357 +17%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.71M +$91.4K +3,980 +6%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.57M +$15K +651 +0.9%
HWAM
12
Hennion & Walsh Asset Management
New Jersey
$1.56M +$479K +20,867 +43%
PWA
13
Prairie Wealth Advisors
Nebraska
$1.48M +$13.1K +568 +0.9%
LPL Financial
14
LPL Financial
California
$1.33M +$307K +13,352 +29%
SAM
15
Smith Asset Management
Florida
$1.14M -$20.6K -896 -2%
PS
16
Principal Securities
Iowa
$1.09M
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$1.05M
KAS
18
Kestra Advisory Services
Texas
$956K -$105K -4,558 -10%
CPRC
19
Consolidated Portfolio Review Corp
New York
$906K -$81K -3,525 -8%
EAM
20
Everstar Asset Management
North Carolina
$786K -$98.8K -4,300 -11%
DWM
21
Dakota Wealth Management
Florida
$785K -$926K -40,292 -54%
Stifel Financial
22
Stifel Financial
Missouri
$765K -$141K -6,136 -15%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$730K +$25K +1,088 +3%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$596K +$161K +6,987 +36%
LCM
25
Liberty Capital Management
Michigan
$577K

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.