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Reaves Utility Income Fund

237 hedge funds and large institutions have $444M invested in Reaves Utility Income Fund in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 98 increasing their positions, 50 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
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
+$1.65M
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
IFG
28
Independent Financial Group
California
$3.21M
WHRC
29
W.H. Reaves & Co
New Jersey
$3.05M
TWM
30
Tradition Wealth Management
Minnesota
$3.01M
WE
31
Wealth Effects
Massachusetts
$2.82M
SAM
32
Smith Asset Management
Florida
$2.82M
JWCA
33
J.W. Cole Advisors
Florida
$2.63M
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$2.47M
LWM
35
LongView Wealth Management
Georgia
$2.47M
OC
36
Oppenheimer & Co
New York
$2.36M
WIA
37
World Investment Advisors
California
$2.31M
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$2.1M
CF
39
Centaurus Financial
California
$2.07M
SFS
40
Sowell Financial Services
Arkansas
$2M
First Trust Advisors
41
First Trust Advisors
Illinois
$1.95M
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$1.94M
NS
43
NBC Securities
Alabama
$1.91M
KAS
44
Kestra Advisory Services
Texas
$1.86M
SFWC
45
Strategic Family Wealth Counselors
New Jersey
$1.85M
GAM
46
Griffin Asset Management
New York
$1.82M
KA
47
Kercheville Advisors
Texas
$1.82M
SWP
48
Stratos Wealth Partners
Ohio
$1.82M
NAS
49
NWF Advisory Services
California
$1.71M
P
50
&Partners
Tennessee
$1.67M