DPG

Duff & Phelps Utility and Infrastructure Fund
DPG

Overview Fund Activity

72 hedge funds and large institutions have $124M 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, 14 reducing their positions, and 9 closing their positions.

Holders
72
Holders Change
+1
Holders Change %
+1.41%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
30
Reduced
14
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$3.95M
2
JWCA
2
J.W. Cole Advisors
Florida
$3.27M
3
AAM
3
Advisors Asset Management
Colorado
$8.37M
4
Raymond James Financial
4
Raymond James Financial
Florida
$6.36M
5
LCM
5
Landscape Capital Management
New Jersey
$813K

Top Sellers

1
KWM
1
Kanen Wealth Management
Florida
$6.24M
2
WAM
2
Wolverine Asset Management
Illinois
$0
3
CPRC
3
Consolidated Portfolio Review Corp
New York
$2.23M
4
KIM
4
Karpus Investment Management
New York
$12M
5
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$1.05M
Name Market Value Shares Shares
Change 		Shares
Change %
DWM
51
Dakota Wealth Management
Florida
$149K 12,020 – –
BRWA
52
B. Riley Wealth Advisors
Florida
$129K 10,360 +10,360 New
Kovitz Investment Group Partners
53
Kovitz Investment Group Partners
Illinois
$124K 10,000 – –
SPIA
54
Steward Partners Investment Advisory
New York
$102K 8,231 – –
CA
55
Cornerstone Advisors
North Carolina
$72.5K 5,838 +5,838 New
CTA
56
Colonial Trust Advisors
South Carolina
$64.8K 5,225 +5,225 New
FFA
57
Farther Finance Advisors
California
$44.7K 3,601 +54 +2%
HCM
58
Hollencrest Capital Management
California
$38K 3,060 – –
OLVIG
59
Oliver Lagore Vanvalin Investment Group
Michigan
$36.7K 3,000 +3,000 New
CA
60
CoreCap Advisors
Michigan
$32.3K 2,600 -700 -21%
Comerica Bank
61
Comerica Bank
Texas
$28.7K 2,313 +84 +4%
OIA
62
Optimum Investment Advisors
Illinois
$16.1K 1,300 – –
AF
63
Allworth Financial
California
$15.5K 1,250 – –
AAG
64
Armstrong Advisory Group
Massachusetts
$13.7K 1,100 +1,100 New
GWM
65
Geneos Wealth Management
Colorado
$13.3K 1,068 -1,068 -50%
ECM
66
Estabrook Capital Management
New York
$6.22K 501 +8 +2%
CIA
67
Cape Investment Advisory
Georgia
$4.96K 400 – –
HIA
68
Harbor Investment Advisory
Maryland
$4.96K 400 – –
CWP
69
Concord Wealth Partners
Virginia
$1.76K 142 – –
HI
70
Harbour Investments
Wisconsin
$1.09K 88 – –
KFI
71
Key Financial Inc
Pennsylvania
$658 53 – –
Citigroup
72
Citigroup
New York
$12 1 – –
WAM
73
Wolverine Asset Management
Illinois
– – -72,078 Closed
AWS
74
Atria Wealth Solutions
New York
– – -21,233 Closed
AA
75
AQR Arbitrage
Connecticut
– – -20,658 Closed
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3
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