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Reaves Utility Income Fund

199 hedge funds and large institutions have $360M invested in Reaves Utility Income Fund in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 83 increasing their positions, 40 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 40

14% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 22

11% more capital invested

Capital invested by funds: $325M → $360M (+$34.6M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.42% less ownership

Funds ownership: 12.99%12.57% (-0.42%)

1% less funds holding

Funds holding: 201199 (-2)

Holders
199
Holders Change
-2
Holders Change %
-1%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
25
Increased
83
Reduced
40
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HAS
51
HBW Advisory Services
California
$1.04M -$243K -7,385 -19%
SPIA
52
Steward Partners Investment Advisory
New York
$1.01M -$7.66K -233 -0.7%
CLA
53
Carnegie Lake Advisors
New Jersey
$1.01M -$132K -4,015 -11%
IA
54
Integrity Alliance
Iowa
$1M +$1.01M +30,757 New
LCM
55
Landscape Capital Management
New Jersey
$962K +$226K +6,887 +30%
SPC
56
Sigma Planning Corp
Michigan
$933K +$9.01K +274 +1%
SFWC
57
Strategic Family Wealth Counselors
New Jersey
$920K +$13.1K +398 +1%
AC
58
AlphaCore Capital
California
$918K +$928K +28,216 New
FFWM
59
Future Financial Wealth Management
Ohio
$836K -$9.83K -299 -1%
SI
60
Stephens Inc
Arkansas
$831K +$444K +13,488 +112%
BCMIO
61
Beacon Capital Management Inc (Ohio)
Ohio
$829K +$789K +24,000 New
NAS
62
NWF Advisory Services
California
$821K +$830K +25,240 New
MIM
63
Merrion Investment Management
New Jersey
$814K
ACGA
64
Atlanta Consulting Group Advisors
Georgia
$797K +$48.9K +1,486 +6%
VCM
65
Vivaldi Capital Management
Illinois
$792K
S
66
Sunpointe
Missouri
$772K +$105K +3,205 +16%
Creative Planning
67
Creative Planning
Kansas
$727K -$86.9K -2,644 -11%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$724K
MML Investors Services
69
MML Investors Services
Massachusetts
$688K +$169K +5,142 +32%
BCM
70
Brookstone Capital Management
Illinois
$686K -$23.9K -727 -3%
AB
71
Atlas Brown
Kentucky
$677K +$723 +22 +0.1%
AIA
72
Armor Investment Advisors
North Carolina
$655K -$57.7K -1,756 -8%
SIC
73
Samalin Investment Counsel
New York
$636K +$23.9K +728 +4%
ASN
74
Advisory Services Network
Georgia
$623K -$29.3K -891 -4%
WG
75
Welch Group
Alabama
$617K