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Reaves Utility Income Fund

239 hedge funds and large institutions have $495M 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
Holders
239
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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 Sellers

1 -$10.8M
2 -$4.13M
3 -$2.63M
4
Corient Private Wealth
Corient Private Wealth
Florida
-$1.75M
5
Ameriprise
Ameriprise
Minnesota
-$1.43M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
51
Integrity Alliance
Iowa
$1.71M
AWMI
52
Aegis Wealth Management (Iowa)
Iowa
$1.65M
SFS
53
Sowell Financial Services
Arkansas
$1.54M
WS
54
Wedbush Securities
California
$1.47M
OWP
55
ORG Wealth Partners
Texas
$1.47M
SPC
56
Sigma Planning Corp
Michigan
$1.46M
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$1.44M
SIC
58
Samalin Investment Counsel
New York
$1.41M
BCMIO
59
Beacon Capital Management Inc (Ohio)
Ohio
$1.36M
CW
60
CreativeOne Wealth
Kansas
$1.35M
WIA
61
World Investment Advisors
California
$1.27M
HighTower Advisors
62
HighTower Advisors
Illinois
$1.25M
Creative Planning
63
Creative Planning
Kansas
$1.22M
MML Investors Services
64
MML Investors Services
Massachusetts
$1.21M
SI
65
Stephens Inc
Arkansas
$1.17M
MIM
66
Merrion Investment Management
New Jersey
$1.08M
CLA
67
Carnegie Lake Advisors
New Jersey
$1.04M
XF
68
XML Financial
Maryland
$1.02M
FFWM
69
Future Financial Wealth Management
Ohio
$1.01M
PFO
70
PMG Family Office
Texas
$1.01M
WIA
71
Westbourne Investment Advisors
Maryland
$1.01M
MPCG
72
Matrix Private Capital Group
New York
$941K
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$867K
MMG
74
Monetary Management Group
Missouri
$845K
SA
75
Sanctuary Advisors
Indiana
$840K