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Reaves Utility Income Fund

216 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
216
Holders Change
+20
Holders Change %
+10.2%
% of All Funds
2.9%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
33
Increased
91
Reduced
47
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCMIO
51
Beacon Capital Management Inc (Ohio)
Ohio
$1.25M +$380K +10,500 +44%
IA
52
Integrity Alliance
Iowa
$1.22M +$104K +2,866 +9%
SPIA
53
Steward Partners Investment Advisory
New York
$1.19M +$68.2K +1,884 +6%
HAS
54
HBW Advisory Services
California
$1.16M +$12K +333 +1%
AC
55
AlphaCore Capital
California
$1.12M +$94.4K +2,609 +9%
SPC
56
Sigma Planning Corp
Michigan
$1.05M +$7.35K +203 +0.7%
CLA
57
Carnegie Lake Advisors
New Jersey
$1.04M -$85.1K -2,351 -8%
SFWC
58
Strategic Family Wealth Counselors
New Jersey
$1.02M -$6.8K -188 -0.7%
SI
59
Stephens Inc
Arkansas
$974K +$49.7K +1,375 +5%
NAS
60
NWF Advisory Services
California
$968K +$55.1K +1,522 +6%
FFWM
61
Future Financial Wealth Management
Ohio
$947K +$17K +470 +2%
MIM
62
Merrion Investment Management
New Jersey
$905K
ACGA
63
Atlanta Consulting Group Advisors
Georgia
$888K +$1.92K +53 +0.2%
VCM
64
Vivaldi Capital Management
Illinois
$881K
Creative Planning
65
Creative Planning
Kansas
$836K +$27.6K +764 +3%
WIA
66
Westbourne Investment Advisors
Maryland
$829K +$829K +22,900 New
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$824K +$19K +525 +2%
BCM
68
Brookstone Capital Management
Illinois
$818K +$55.5K +1,533 +7%
WG
69
Welch Group
Alabama
$814K +$126K +3,483 +18%
NFSG
70
Newbridge Financial Services Group
Florida
$806K +$806K +22,283 New
AIA
71
Armor Investment Advisors
North Carolina
$762K +$33.1K +915 +5%
Walleye Capital
72
Walleye Capital
New York
$742K +$742K +20,496 New
ASN
73
Advisory Services Network
Georgia
$734K +$1.07K +28 +0.1%
Cohen & Steers
74
Cohen & Steers
New York
$724K +$724K +20,000 New
SIC
75
Samalin Investment Counsel
New York
$717K +$9.19K +254 +1%