We are live on ! Find out more
UTG icon

Reaves Utility Income Fund

199 hedge funds and large institutions have $360M invested in Reaves Utility Income Fund in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 83 increasing their positions, 40 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 40

14% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 22

11% more capital invested

Capital invested by funds: $325M → $360M (+$34.6M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.42% less ownership

Funds ownership: 12.99%12.57% (-0.42%)

1% less funds holding

Funds holding: 201199 (-2)

Holders
199
Holders Change
-2
Holders Change %
-1%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
25
Increased
83
Reduced
40
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WHRC
26
W.H. Reaves & Co
New Jersey
$2.84M +$48K +1,461 +2%
IFG
27
Independent Financial Group
California
$2.73M +$669K +20,350 +32%
SAM
28
Smith Asset Management
Florida
$2.62M -$7.46K -227 -0.3%
NA
29
NewEdge Advisors
Louisiana
$2.56M +$661K +20,087 +34%
JWCA
30
J.W. Cole Advisors
Florida
$2.53M -$8.38M -254,726 -77%
LWM
31
LongView Wealth Management
Georgia
$2.27M -$21.8K -664 -0.9%
WE
32
Wealth Effects
Massachusetts
$2.26M +$4.34K +132 +0.2%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$2.23M +$264K +8,019 +13%
GLA
34
Good Life Advisors
Pennsylvania
$2.17M -$44.1K -1,340 -2%
CW
35
CreativeOne Wealth
Kansas
$2.05M -$58.5K -1,780 -3%
AWS
36
Atria Wealth Solutions
New York
$2.05M +$298K +9,070 +17%
WANY
37
Wealthspire Advisors (New York)
New York
$1.94M +$1.96M +59,538 New
WIA
38
World Investment Advisors
California
$1.91M +$1.57M +47,615 +426%
SFS
39
Sowell Financial Services
Arkansas
$1.89M +$22.6K +686 +1%
NS
40
NBC Securities
Alabama
$1.81M +$1.83M +55,555 +102,880%
CF
41
Centaurus Financial
California
$1.81M +$97.7K +2,971 +6%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$1.76M +$70.4K +2,140 +4%
OC
43
Oppenheimer & Co
New York
$1.63M -$36.1K -1,097 -2%
XF
44
XML Financial
Maryland
$1.56M +$178K +5,419 +13%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$1.53M +$844K +25,657 +120%
First Trust Advisors
46
First Trust Advisors
Illinois
$1.34M +$32.9K +1,001 +2%
KA
47
Kercheville Advisors
Texas
$1.16M +$210K +6,384 +22%
KAS
48
Kestra Advisory Services
Texas
$1.14M +$25.5K +776 +2%
WS
49
Wedbush Securities
California
$1.08M +$112K +3,418 +11%
SWP
50
Stratos Wealth Partners
Ohio
$1.08M -$32.3K -981 -3%