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Reaves Utility Income Fund

240 hedge funds and large institutions have $501M invested in Reaves Utility Income Fund in 2026 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 110 increasing their positions, 48 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 48

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

47% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 19

13% more capital invested

Capital invested by funds: $444M → $501M (+$56.5M)

1% more funds holding

Funds holding: 238240 (+2)

0.28% less ownership

Funds ownership: 14.14%13.86% (-0.28%)

Holders
240
Holders Change
+2
Holders Change %
+0.84%
% of All Funds
2.96%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
28
Increased
110
Reduced
48
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DSC
226
Duncker Streett & Co
Missouri
$11.8K
GWM
227
Gilpin Wealth Management
Colorado
$11.7K
AF
228
Alerus Financial
North Dakota
$10.5K
AAG
229
Armstrong Advisory Group
Massachusetts
$10.5K +$156 +4 +2%
FC
230
Financial Consulate
Maryland
$9.82K
SRCM
231
Signature Resources Capital Management
California
$9.82K
MBFW
232
Morton Brown Family Wealth
Pennsylvania
$6.28K +$117 +3 +2%
RBC
233
Roble Belko & Company
Pennsylvania
$5K +$78 +2 +2%
AP
234
Aspect Partners
Virginia
$3.93K
BWAM
235
Boyd Watterson Asset Management
Ohio
$3.93K
MA
236
MCF Advisors
Kentucky
$3.93K +$3.91K +100 New
DFA
237
DHJJ Financial Advisors
Illinois
$3.85K
HWP
238
Highline Wealth Partners
California
$2.95K +$2.93K +75 New
TRCT
239
Tower Research Capital (TRC)
New York
$118 -$156 -4 -57%
IWM
240
IMG Wealth Management
Florida
$42 -$7.9K -202 -100%
HNB
241
Huntington National Bank
Ohio
$39
JWCA
242
J.W. Cole Advisors
Florida
-$2.63M -358,292 Closed
CA
243
Cornerstone Advisors
North Carolina
-$10.8M -294,426 Closed
KA
244
Kovack Advisors
Florida
-$902K -24,665 Closed
OC
245
Oakworth Capital
Alabama
-$329K -9,000 Closed
TSS
246
Two Sigma Securities
New York
-$277K -7,579 Closed
KFA
247
Kelleher Financial Advisors
New York
-$161K -4,411 Closed
LWANC
248
Laurel Wealth Advisors (North Carolina)
North Carolina
-$91.5K -2,500 Closed
CPG
249
Cornerstone Planning Group
New Jersey
-$74.9K -1,964 Closed
ANBT
250
American National Bank & Trust
Texas
-$31.1K -850 Closed