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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$3.85M |
| 2 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$3.19M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$2.54M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$749K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$645K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kanen Wealth Management
Coconut Creek,
Florida
|
-$999K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$882K |
| 3 |
CPRC
Consolidated Portfolio Review Corp
Woodbury,
New York
|
-$780K |
| 4 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$643K |
| 5 |
Pathstone Holdings
Englewood,
New Jersey
|
-$309K |
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.