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Reaves Utility Income Fund

231 hedge funds and large institutions have $439M invested in Reaves Utility Income Fund in 2025 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 96 increasing their positions, 50 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
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

Top Buyers

1 +$5.49M
2 +$3.55M
3 +$2.75M
4
Morgan Stanley
Morgan Stanley
New York
+$2.57M
5
Corient Private Wealth
Corient Private Wealth
Florida
+$1.28M
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$3.51M
NA
27
NewEdge Advisors
Louisiana
$3.36M
WHRC
28
W.H. Reaves & Co
New Jersey
$3.05M
TWM
29
Tradition Wealth Management
Minnesota
$3.01M
WE
30
Wealth Effects
Massachusetts
$2.82M
SAM
31
Smith Asset Management
Florida
$2.82M
JWCA
32
J.W. Cole Advisors
Florida
$2.63M
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$2.47M
LWM
34
LongView Wealth Management
Georgia
$2.47M
OC
35
Oppenheimer & Co
New York
$2.36M
WIA
36
World Investment Advisors
California
$2.24M
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$2.1M
CF
38
Centaurus Financial
California
$2.07M
SFS
39
Sowell Financial Services
Arkansas
$2M
First Trust Advisors
40
First Trust Advisors
Illinois
$1.95M
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$1.94M
NS
42
NBC Securities
Alabama
$1.91M
KAS
43
Kestra Advisory Services
Texas
$1.86M
SFWC
44
Strategic Family Wealth Counselors
New Jersey
$1.85M
GAM
45
Griffin Asset Management
New York
$1.82M
KA
46
Kercheville Advisors
Texas
$1.82M
SWP
47
Stratos Wealth Partners
Ohio
$1.82M
P
48
&Partners
Tennessee
$1.67M
WW
49
Wright Wealth
Georgia
$1.56M
AWMI
50
Aegis Wealth Management (Iowa)
Iowa
$1.55M