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DPG

Duff & Phelps Utility and Infrastructure Fund
DPG

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 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 15

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

9% more capital invested

Capital invested by funds: $114M → $125M (+$10.7M)

1.95% more ownership

Funds ownership: 25.1% → 27.04% (+1.9%)

1% more funds holding

Funds holding: 72 → 73 (+1)

Holders
73
Holders Change
+1
Holders Change %
+1.39%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
30
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TJHA
Thomas J. Herzfeld Advisors
Florida
+$3.85M
2
JWCA
J.W. Cole Advisors
Florida
+$3.19M
3
AAM
Advisors Asset Management
Colorado
+$2.54M
4
Raymond James Financial
Raymond James Financial
Florida
+$749K
5
LCM
Landscape Capital Management
New Jersey
+$645K

Top Sellers

Rank Fund Capital Flow
1
KWM
Kanen Wealth Management
Florida
-$999K
2
WAM
Wolverine Asset Management
Illinois
-$882K
3
CPRC
Consolidated Portfolio Review Corp
New York
-$780K
4
KIM
Karpus Investment Management
New York
-$643K
5
Pathstone Holdings
Pathstone Holdings
New Jersey
-$309K
Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
26
Blue Bell Private Wealth Management
Pennsylvania
$526K +$96.3K +7,961 +23%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$483K +$8.18K +676 +2%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$471K +$702 +58 +0.2%
Walleye Capital
29
Walleye Capital
New York
$433K +$20.8K +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 +$50.4K +4,163 +17%
MC
33
Moors & Cabot
Massachusetts
$320K – – –
RA
34
RFG Advisory
Alabama
$311K +$24.7K +2,046 +9%
LFAS
35
Level Four Advisory Services
Texas
$307K +$16.9K +1,399 +6%
Truist Financial
36
Truist Financial
North Carolina
$304K +$62.8K +5,193 +27%
WS
37
Wedbush Securities
California
$297K -$61.9K -5,120 -18%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$272K +$1.09K +90 +0.4%
NL
39
NWAM LLC
Washington
$264K +$54.6K +4,515 +27%
CA
40
Corrado Advisors
New Jersey
$232K – – –
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$230K -$177K -14,593 -44%
CPIG
42
Chicago Partners Investment Group
Illinois
$207K +$2.69K +222 +1%
LNWWM
43
Laird Norton Wetherby Wealth Management
California
$203K +$198K +16,380 New
SWM
44
SeaCrest Wealth Management
New York
$202K +$197K +16,278 New
Invesco
45
Invesco
Georgia
$185K +$181K +14,934 New
FFN
46
Focus Financial Network
Minnesota
$184K +$278 +23 +0.2%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$180K +$175K +14,500 New
AQR Capital Management
48
AQR Capital Management
Connecticut
$180K +$175K +14,500 New
CCG
49
Catalina Capital Group
California
$161K +$23.2K +1,917 +17%
CL
50
CSS LLC
Illinois
$152K -$12.1K -1,000 -8%
1
2
3 4

DPG Hedge Fund Activity: Q2 2025 in Review

73 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Duff & Phelps Utility and Infrastructure Fund (DPG) for Q2 2025, worth a combined $125M — up 9.4% from $114M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DPG positions and 10 closed out — a net gain of 2 holders — while 30 added to existing stakes and 15 trimmed.

The largest buyer was Thomas J. Herzfeld Advisors, opening a new position worth an estimated $3.85M. The largest seller was Kanen Wealth Management, cutting an estimated $999K.

  • 73 institutional investors held Duff & Phelps Utility and Infrastructure Fund (DPG) as of Q2 2025, up from 72 in Q1 2025.
  • Funds reported $125M of Duff & Phelps Utility and Infrastructure Fund stock for Q2 2025, up 9.4% quarter-over-quarter.
  • 12 funds opened new Duff & Phelps Utility and Infrastructure Fund positions in Q2 2025 and 10 closed out, a net change of +2 holders.
  • The largest Duff & Phelps Utility and Infrastructure Fund buyer in Q2 2025 was Thomas J. Herzfeld Advisors, an estimated $3.85M added.
  • The largest Duff & Phelps Utility and Infrastructure Fund seller in Q2 2025 was Kanen Wealth Management, an estimated $999K sold.

Based on aggregated 13F filings for Q2 2025.