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ERH

Allspring Utilities & High Income Fund

25 hedge funds and large institutions have $16.3M invested in Allspring Utilities & High Income Fund in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 3

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

4% more funds holding

Funds holding: 2425 (+1)

5% less capital invested

Capital invested by funds: $17.1M → $16.3M (-$768K)

13.25% less ownership

Funds ownership: 14.79%1.55% (-13%)

Holders
25
Holders Change
+1
Holders Change %
+4.17%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$5.57M -$96.2K -7,757 -2%
1CP
2
1607 Capital Partners
Virginia
$3.75M -$549K -44,281 -12%
ZP
3
Zimmer Partners
New York
$1.52M
Cohen & Steers
4
Cohen & Steers
New York
$1.48M
BBPWM
5
Blue Bell Private Wealth Management
Pennsylvania
$1.03M +$14.6K +1,178 +1%
RCM
6
Robinson Capital Management
Michigan
$712K
SWP
7
Stratos Wealth Partners
Ohio
$469K +$492K +39,671 New
LPL Financial
8
LPL Financial
California
$308K +$110K +8,894 +52%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$279K +$5.45K +439 +2%
LFAS
10
Level Four Advisory Services
Texas
$247K +$4.38K +353 +2%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$164K +$22.5K +1,814 +15%
IWC
12
Integrated Wealth Concepts
Massachusetts
$137K +$273 +22 +0.2%
DI
13
Decision Investments
California
$131K +$137K +11,050 New
UBS Group
14
UBS Group
Switzerland
$126K +$930 +75 +0.7%
OP
15
ORG Partners
Indiana
$116K
Osaic Holdings
16
Osaic Holdings
Arizona
$96.8K +$33.9K +2,733 +50%
CHC
17
City Holding Co
West Virginia
$48.7K
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$47.9K
WAM
19
Wolverine Asset Management
Illinois
$31.4K +$33K +2,659 New
CA
20
CoreCap Advisors
Michigan
$27.1K
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$7K +$6.86K +553 New
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$3.38K -$6.05K -488 -63%
HWP
23
Highline Wealth Partners
California
$2.96K +$3.1K +250 New
GI
24
GAMMA Investing
California
$106
Wells Fargo
25
Wells Fargo
California
$12

ERH Hedge Fund Activity: Q4 2025 in Review

25 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Allspring Utilities & High Income Fund (ERH) for Q4 2025, worth a combined $16.3M — down 4.5% from $17.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new ERH positions and 4 closed out — a net gain of 1 holder — while 8 added to existing stakes and 3 trimmed.

The largest buyer was Stratos Wealth Partners, opening a new position worth an estimated $492K. The largest seller was 1607 Capital Partners, cutting an estimated $549K.

  • 25 institutional investors held Allspring Utilities & High Income Fund (ERH) as of Q4 2025, up from 24 in Q3 2025.
  • Funds reported $16.3M of Allspring Utilities & High Income Fund stock for Q4 2025, down 4.5% quarter-over-quarter.
  • 5 funds opened new Allspring Utilities & High Income Fund positions in Q4 2025 and 4 closed out, a net change of +1 holder.
  • The largest Allspring Utilities & High Income Fund buyer in Q4 2025 was Stratos Wealth Partners, an estimated $492K added.
  • The largest Allspring Utilities & High Income Fund seller in Q4 2025 was 1607 Capital Partners, an estimated $549K sold.

Based on aggregated 13F filings for Q4 2025.