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Reaves Utility Income Fund

212 hedge funds and large institutions have $429M invested in Reaves Utility Income Fund in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 89 increasing their positions, 46 reducing their positions, and 11 closing their positions.

Holders
212
Holders Change
+16
Holders Change %
+8.16%
% of All Funds
2.85%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
33
Increased
89
Reduced
46
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$37.8M 1,043,401 +109,614 +12%
Morgan Stanley
2
Morgan Stanley
New York
$35.3M 975,172 +14,733 +2%
CA
3
Cornerstone Advisors
North Carolina
$26.5M 732,485 +325,939 +80%
Wells Fargo
4
Wells Fargo
California
$22.9M 632,944 +8,312 +1%
LPL Financial
5
LPL Financial
California
$22.3M 616,607 +17,406 +3%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$18.4M 509,049 +19,474 +4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$17.9M 493,887 -7,258 -1%
Ameriprise
8
Ameriprise
Minnesota
$13.8M 382,317 -107,966 -22%
JWCA
9
J.W. Cole Advisors
Florida
$13.1M 362,956 +285,103 +366%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$13M 359,116 -8,079 -2%
Raymond James Financial
11
Raymond James Financial
Florida
$10.4M 287,238 +43,358 +18%
Stifel Financial
12
Stifel Financial
Missouri
$9.23M 255,169 +31,446 +14%
OFA
13
Oak Family Advisors
Illinois
$9.02M 249,394 -18,493 -7%
MFG
14
Magnus Financial Group
New York
$7.38M 203,951 +16,876 +9%
SIAP
15
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6.96M 192,359 +7,178 +4%
UBS Group
16
UBS Group
Switzerland
$6.83M 188,829 +13,284 +8%
Osaic Holdings
17
Osaic Holdings
Arizona
$6.53M 192,178 -41,741 -18%
GC
18
Guggenheim Capital
Illinois
$6.47M 178,906 -41,466 -19%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$5.44M 150,407 +1,096 +0.7%
Lido Advisors
20
Lido Advisors
California
$5.43M 150,194 +822 +0.6%
PAG
21
Private Advisor Group
New Jersey
$5.09M 140,633 +9,141 +7%
CPRC
22
Consolidated Portfolio Review Corp
New York
$4.78M 132,011 -20,177 -13%
JCFM
23
JBR Co Financial Management
Oklahoma
$4.77M 131,812 -4,302 -3%
Mariner
24
Mariner
Kansas
$4.67M 128,952 +3,097 +2%
NA
25
NewEdge Advisors
Louisiana
$4.04M 111,791 +33,237 +42%