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Reaves Utility Income Fund

197 hedge funds and large institutions have $357M invested in Reaves Utility Income Fund in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 82 increasing their positions, 39 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
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
SAM
27
Smith Asset Management
Florida
$2.62M
NA
28
NewEdge Advisors
Louisiana
$2.56M
JWCA
29
J.W. Cole Advisors
Florida
$2.53M
LWM
30
LongView Wealth Management
Georgia
$2.27M
WE
31
Wealth Effects
Massachusetts
$2.26M
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$2.23M
GLA
33
Good Life Advisors
Pennsylvania
$2.17M
CW
34
CreativeOne Wealth
Kansas
$2.05M
AWS
35
Atria Wealth Solutions
New York
$2.05M
WANY
36
Wealthspire Advisors (New York)
New York
$1.94M
WIA
37
World Investment Advisors
California
$1.91M
SFS
38
Sowell Financial Services
Arkansas
$1.89M
NS
39
NBC Securities
Alabama
$1.81M
CF
40
Centaurus Financial
California
$1.81M
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$1.76M
OC
42
Oppenheimer & Co
New York
$1.63M
XF
43
XML Financial
Maryland
$1.56M
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$1.53M
First Trust Advisors
45
First Trust Advisors
Illinois
$1.34M
KA
46
Kercheville Advisors
Texas
$1.16M
KAS
47
Kestra Advisory Services
Texas
$1.14M
WS
48
Wedbush Securities
California
$1.08M
SWP
49
Stratos Wealth Partners
Ohio
$1.08M
HAS
50
HBW Advisory Services
California
$1.04M