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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
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$4.28M +$514K +13,161 +14%
WWM
27
Western Wealth Management
Colorado
$3.43M -$22.9K -585 -7%
IFG
28
Independent Financial Group
California
$3.41M -$39.6K -1,013 -1%
WHRC
29
W.H. Reaves & Co
New Jersey
$3.32M +$48.3K +1,236 +1%
WE
30
Wealth Effects
Massachusetts
$3.25M +$225K +5,756 +7%
TWM
31
Tradition Wealth Management
Minnesota
$3.23M -$156 -4 -0%
NA
32
NewEdge Advisors
Louisiana
$3.21M -$397K -10,153 -11%
SAM
33
Smith Asset Management
Florida
$2.96M -$63.6K -1,627 -2%
OC
34
Oppenheimer & Co
New York
$2.92M +$387K +9,911 +15%
LWM
35
LongView Wealth Management
Georgia
$2.82M +$2.54K +65 +0.1%
P
36
&Partners
Tennessee
$2.7M +$914K +23,390 +51%
JFG
37
Jefferies Financial Group
New York
$2.47M +$1.23M +31,423 +100%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$2.28M +$26.5K +679 +1%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$2.24M +$163K +4,178 +8%
KAS
40
Kestra Advisory Services
Texas
$2.2M +$205K +5,247 +10%
CF
41
Centaurus Financial
California
$2.19M -$32.6K -835 -1%
First Trust Advisors
42
First Trust Advisors
Illinois
$2.15M +$49.5K +1,266 +2%
Cohen & Steers
43
Cohen & Steers
New York
$2.08M +$1.17M +30,000 +130%
SWP
44
Stratos Wealth Partners
Ohio
$2.04M +$85.6K +2,189 +4%
NS
45
NBC Securities
Alabama
$2.01M -$41.4K -1,058 -2%
SPIA
46
Steward Partners Investment Advisory
New York
$1.97M +$608K +15,545 +45%
SFWC
47
Strategic Family Wealth Counselors
New Jersey
$1.96M +$7.97K +204 +0.4%
NAS
48
NWF Advisory Services
California
$1.95M +$114K +2,914 +6%
KA
49
Kercheville Advisors
Texas
$1.87M -$13.5K -345 -0.7%
GAM
50
Griffin Asset Management
New York
$1.82M -$134K -3,419 -7%