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Reaves Utility Income Fund

217 hedge funds and large institutions have $432M invested in Reaves Utility Income Fund in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 91 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
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
BCMIO
51
Beacon Capital Management Inc (Ohio)
Ohio
$1.25M
IA
52
Integrity Alliance
Iowa
$1.22M
SPIA
53
Steward Partners Investment Advisory
New York
$1.19M
HAS
54
HBW Advisory Services
California
$1.16M
AC
55
AlphaCore Capital
California
$1.12M
SPC
56
Sigma Planning Corp
Michigan
$1.05M
CLA
57
Carnegie Lake Advisors
New Jersey
$1.03M
SFWC
58
Strategic Family Wealth Counselors
New Jersey
$1.02M
SI
59
Stephens Inc
Arkansas
$974K
NAS
60
NWF Advisory Services
California
$968K
FFWM
61
Future Financial Wealth Management
Ohio
$947K
MIM
62
Merrion Investment Management
New Jersey
$905K
ACGA
63
Atlanta Consulting Group Advisors
Georgia
$888K
VCM
64
Vivaldi Capital Management
Illinois
$881K
Creative Planning
65
Creative Planning
Kansas
$836K
WIA
66
Westbourne Investment Advisors
Maryland
$829K
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$824K
BCM
68
Brookstone Capital Management
Illinois
$818K
WG
69
Welch Group
Alabama
$814K
NFSG
70
Newbridge Financial Services Group
Florida
$806K
AIA
71
Armor Investment Advisors
North Carolina
$762K
Walleye Capital
72
Walleye Capital
New York
$742K
ASN
73
Advisory Services Network
Georgia
$734K
Cohen & Steers
74
Cohen & Steers
New York
$724K
SIC
75
Samalin Investment Counsel
New York
$717K