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
$8.37M
4
Raymond James Financial
Raymond James Financial
Florida
$6.36M
5
LCM
Landscape Capital Management
New Jersey
$813K

Top Sellers

1
KWM
Kanen Wealth Management
Florida
$6.24M
2
WAM
Wolverine Asset Management
Illinois
$0
3
CPRC
Consolidated Portfolio Review Corp
New York
$2.23M
4
KIM
Karpus Investment Management
New York
$12M
5
Pathstone Holdings
Pathstone Holdings
New Jersey
$1.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
51
Dakota Wealth Management
Florida
$149K – – –
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$133K -$97.8K -7,880 -42%
BRWA
53
B. Riley Wealth Advisors
Florida
$129K +$129K +10,360 New
Kovitz Investment Group Partners
54
Kovitz Investment Group Partners
Illinois
$124K – – –
SPIA
55
Steward Partners Investment Advisory
New York
$102K – – –
CA
56
Cornerstone Advisors
North Carolina
$72.5K +$72.5K +5,838 New
CTA
57
Colonial Trust Advisors
South Carolina
$64.8K +$64.8K +5,225 New
FFA
58
Farther Finance Advisors
California
$44.7K +$670 +54 +2%
HCM
59
Hollencrest Capital Management
California
$38K – – –
OLVIG
60
Oliver Lagore Vanvalin Investment Group
Michigan
$36.7K +$36.7K +3,000 New
CA
61
CoreCap Advisors
Michigan
$32.3K -$8.69K -700 -21%
Comerica Bank
62
Comerica Bank
Texas
$28.7K +$1.04K +84 +4%
OIA
63
Optimum Investment Advisors
Illinois
$16.1K – – –
AF
64
Allworth Financial
California
$15.5K – – –
AAG
65
Armstrong Advisory Group
Massachusetts
$13.7K +$13.7K +1,100 New
GWM
66
Geneos Wealth Management
Colorado
$13.3K -$13.3K -1,068 -50%
ECM
67
Estabrook Capital Management
New York
$6.22K +$99 +8 +2%
HIA
68
Harbor Investment Advisory
Maryland
$4.96K – – –
CIA
69
Cape Investment Advisory
Georgia
$4.96K – – –
CWP
70
Concord Wealth Partners
Virginia
$1.76K – – –
HI
71
Harbour Investments
Wisconsin
$1.09K – – –
KFI
72
Key Financial Inc
Pennsylvania
$658 – – –
Citigroup
73
Citigroup
New York
$12 – – –
WAM
74
Wolverine Asset Management
Illinois
– -$882K -72,078 Closed
AWS
75
Atria Wealth Solutions
New York
– -$260K -21,233 Closed
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