DPG

Duff & Phelps Utility and Infrastructure Fund
DPG

Overview Fund Activity

73 hedge funds and large institutions have $125M invested in Duff & Phelps Utility and Infrastructure Fund in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+2
Holders Change %
+2.82%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
30
Reduced
15
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TJHA
Thomas J. Herzfeld Advisors
Florida
+$3.95M
2
JWCA
J.W. Cole Advisors
Florida
+$3.27M
3
AAM
Advisors Asset Management
Colorado
+$2.61M
4
Raymond James Financial
Raymond James Financial
Florida
+$769K
5
LCM
Landscape Capital Management
New Jersey
+$661K

Top Sellers

1
KWM
Kanen Wealth Management
Florida
-$1.02M
2
WAM
Wolverine Asset Management
Illinois
-$882K
3
CPRC
Consolidated Portfolio Review Corp
New York
-$801K
4
KIM
Karpus Investment Management
New York
-$659K
5
Pathstone Holdings
Pathstone Holdings
New Jersey
-$317K
Name Holding Trade Value Shares
Change 		Shares
Change %
BBPWM
26
Blue Bell Private Wealth Management
Pennsylvania
$526K +$98.8K +7,961 +23%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$483K +$8.39K +676 +2%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$471K +$719 +58 +0.2%
Walleye Capital
29
Walleye Capital
New York
$433K +$21.4K +1,721 +5%
WAOTB
30
Wealth Advisors of Tampa Bay
Florida
$397K – – –
CIG
31
Cascade Investment Group
Colorado
$383K – – –
RAM
32
Readystate Asset Management
Illinois
$358K +$51.7K +4,163 +17%
MC
33
Moors & Cabot
Massachusetts
$320K – – –
RA
34
RFG Advisory
Alabama
$311K +$25.4K +2,046 +9%
LFAS
35
Level Four Advisory Services
Texas
$307K +$17.4K +1,399 +6%
Truist Financial
36
Truist Financial
North Carolina
$304K +$64.4K +5,193 +27%
WS
37
Wedbush Securities
California
$297K -$63.5K -5,120 -18%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$272K +$1.12K +90 +0.4%
NL
39
NWAM LLC
Washington
$265K +$56.3K +4,515 +27%
CA
40
Corrado Advisors
New Jersey
$232K – – –
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$230K -$181K -14,593 -44%
CPIG
42
Chicago Partners Investment Group
Illinois
$207K +$2.8K +222 +1%
LNWWM
43
Laird Norton Wetherby Wealth Management
California
$203K +$203K +16,380 New
SWM
44
SeaCrest Wealth Management
New York
$202K +$202K +16,278 New
Invesco
45
Invesco
Georgia
$185K +$185K +14,934 New
FFN
46
Focus Financial Network
Minnesota
$184K +$285 +23 +0.2%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$180K +$180K +14,500 New
AQR Capital Management
48
AQR Capital Management
Connecticut
$180K +$180K +14,500 New
CCG
49
Catalina Capital Group
California
$161K +$23.8K +1,917 +17%
CL
50
CSS LLC
Illinois
$152K -$12.4K -1,000 -8%
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