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Reaves Utility Income Fund
UTG

238 hedge funds and large institutions have $444M invested in Reaves Utility Income Fund in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 98 increasing their positions, 50 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 50

11% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 28

0% more funds holding

Funds holding: 238 → 238 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.1% less ownership

Funds ownership: 14.24% → 14.14% (-0.1%)

11% less capital invested

Capital invested by funds: $497M → $444M (-$52.3M)

Holders
238
Holders Change
–
Holders Change %
0%
% of All Funds
2.89%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
31
Increased
98
Reduced
50
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WANY
Wealthspire Advisors (New York)
New York
+$5.49M
2
LPL Financial
LPL Financial
California
+$3.55M
3
HAS
HBW Advisory Services
California
+$2.75M
4
Morgan Stanley
Morgan Stanley
New York
+$2.57M
5
Corient Private Wealth
Corient Private Wealth
Florida
+$1.65M

Top Sellers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
-$18M
2
AIA
Absolute Investment Advisers
Florida
-$5.14M
3
CPRC
Consolidated Portfolio Review Corp
New York
-$2.61M
4
QL
Quarry LP
New York
-$1.9M
5
NFSG
Newbridge Financial Services Group
Florida
-$1.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
GVAG
251
Great Valley Advisor Group
Delaware
– -$208K -5,250 Closed
KFGK
252
Keystone Financial Group (Kentucky)
Kentucky
– -$205K -5,181 Closed
PWM
253
Perigon Wealth Management
California
– -$204K -5,160 Closed
PRTG
254
Post Resch Tallon Group
New York
– -$203K -5,125 Closed
PCP
255
Proficio Capital Partners
Massachusetts
– -$201K -5,075 Closed
SWM
256
SeaCrest Wealth Management
New York
– -$204K -5,020 Closed
GWSG
257
GPS Wealth Strategies Group
Colorado
– -$49.6K -1,253 Closed
SIC
258
Salem Investment Counselors
North Carolina
– -$49.4K -1,246 Closed
LCM
259
Logan Capital Management
Pennsylvania
– -$39.6K -1,000 Closed
CI
260
CX Institutional
Indiana
– -$36K -920 Closed
AAS
261
Ameritas Advisory Services
Nebraska
– -$25.8K -650 Closed
CA
262
Clearstead Advisors
Ohio
– -$21.8K -550 Closed
PA
263
Parallel Advisors
California
– -$10.1K -253 Closed
DAM
264
Delta Asset Management
Tennessee
– -$7.92K -200 Closed
MSG
265
Main Street Group
Virginia
– -$7.92K -200 Closed
BlackRock
266
BlackRock
New York
– -$7.61K -192 Closed
BTI
267
Blue Trust Inc
Georgia
– -$5.94K -150 Closed
7 8 9 10
11

UTG Hedge Fund Activity: Q4 2025 in Review

238 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Reaves Utility Income Fund (UTG) for Q4 2025, worth a combined $444M — down 11% from $497M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new UTG positions and 28 closed out — a net gain of 3 holders — while 98 added to existing stakes and 50 trimmed.

The largest buyer was Wealthspire Advisors (New York), opening a new position worth an estimated $5.49M. The largest seller was Cornerstone Advisors, cutting an estimated $18M.

  • 238 institutional investors held Reaves Utility Income Fund (UTG) as of Q4 2025, unchanged from Q3 2025.
  • Funds reported $444M of Reaves Utility Income Fund stock for Q4 2025, down 11% quarter-over-quarter.
  • 31 funds opened new Reaves Utility Income Fund positions in Q4 2025 and 28 closed out, a net change of +3 holders.
  • The largest Reaves Utility Income Fund buyer in Q4 2025 was Wealthspire Advisors (New York), an estimated $5.49M added.
  • The largest Reaves Utility Income Fund seller in Q4 2025 was Cornerstone Advisors, an estimated $18M sold.

Based on aggregated 13F filings for Q4 2025.