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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
Morgan Stanley
1
Morgan Stanley
New York
$17M +$556K +20,982 +3%
Ameriprise
2
Ameriprise
Minnesota
$13.4M +$490K +18,512 +4%
Bank of America
3
Bank of America
North Carolina
$12.2M +$589K +22,248 +5%
Raymond James Financial
4
Raymond James Financial
Florida
$8.78M +$113K +4,268 +1%
Invesco
5
Invesco
Georgia
$5.49M -$378K -14,289 -6%
Wells Fargo
6
Wells Fargo
California
$3.56M +$1.1M +41,395 +44%
LPL Financial
7
LPL Financial
California
$3.54M +$2.02M +76,431 +130%
NRI
8
NFP Retirement Inc
California
$3.04M +$71.9K +2,714 +2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.62M +$477K +18,005 +22%
HWAM
10
Hennion & Walsh Asset Management
New Jersey
$2.53M +$160K +6,045 +7%
UBS Group
11
UBS Group
Switzerland
$2.48M -$64K -2,416 -2%
Osaic Holdings
12
Osaic Holdings
Arizona
$2.19M -$43K -1,623 -2%
PWA
13
Prairie Wealth Advisors
Nebraska
$1.95M +$103K +3,897 +6%
CCMW
14
Cypress Capital Management (Wyoming)
Wyoming
$1.45M -$26.5K -1,000 -2%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$1.36M -$10.9K -410 -0.8%
SAM
16
Smith Asset Management
Florida
$1.28M -$55.1K -2,081 -4%
KAS
17
Kestra Advisory Services
Texas
$1.26M +$39.8K +1,502 +3%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$995K +$454K +17,153 +82%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$898K +$50.5K +1,909 +6%
PFO
20
PMG Family Office
Texas
$878K +$888K +33,551 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$822K -$11K -414 -1%
EAM
22
Everstar Asset Management
North Carolina
$809K -$37.1K -1,400 -4%
Stifel Financial
23
Stifel Financial
Missouri
$709K -$172K -6,496 -19%
P
24
&Partners
Tennessee
$633K +$35.1K +1,324 +6%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$626K -$69.3K -2,616 -10%

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.