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Reaves Utility Income Fund

240 hedge funds and large institutions have $501M 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

129% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 48

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

47% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 19

13% more capital invested

Capital invested by funds: $444M → $501M (+$56.5M)

1% more funds holding

Funds holding: 238240 (+2)

0.28% less ownership

Funds ownership: 14.14%13.86% (-0.28%)

Holders
240
Holders Change
+2
Holders Change %
+0.84%
% of All Funds
2.95%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
28
Increased
110
Reduced
48
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$1.78M -$850K -21,755 -33%
WW
52
Wright Wealth
Georgia
$1.76M +$87.6K +2,240 +5%
IA
53
Integrity Alliance
Iowa
$1.71M +$194K +4,964 +13%
AWMI
54
Aegis Wealth Management (Iowa)
Iowa
$1.65M -$12K -308 -0.7%
SFS
55
Sowell Financial Services
Arkansas
$1.54M -$609K -15,583 -28%
WS
56
Wedbush Securities
California
$1.47M +$1.21K +31 +0.1%
OWP
57
ORG Wealth Partners
Texas
$1.47M +$129K +3,297 +10%
SPC
58
Sigma Planning Corp
Michigan
$1.46M +$5.75K +147 +0.4%
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$1.44M +$1.1M +28,233 +335%
SIC
60
Samalin Investment Counsel
New York
$1.41M +$773K +19,781 +123%
BCMIO
61
Beacon Capital Management Inc (Ohio)
Ohio
$1.36M
CW
62
CreativeOne Wealth
Kansas
$1.35M +$9.03K +231 +0.7%
WIA
63
World Investment Advisors
California
$1.27M -$1.2M -30,586 -49%
HighTower Advisors
64
HighTower Advisors
Illinois
$1.25M +$517K +13,216 +71%
Creative Planning
65
Creative Planning
Kansas
$1.22M +$244K +6,242 +25%
MML Investors Services
66
MML Investors Services
Massachusetts
$1.21M -$1.49K -38 -0.1%
SI
67
Stephens Inc
Arkansas
$1.17M -$11.7K -300 -1%
MIM
68
Merrion Investment Management
New Jersey
$1.08M +$97.7K +2,500 +10%
CLA
69
Carnegie Lake Advisors
New Jersey
$1.04M -$90.9K -2,325 -8%
XF
70
XML Financial
Maryland
$1.02M -$60.2K -1,541 -6%
FFWM
71
Future Financial Wealth Management
Ohio
$1.01M -$36.7K -940 -4%
PFO
72
PMG Family Office
Texas
$1.01M +$9.58K +245 +1%
WIA
73
Westbourne Investment Advisors
Maryland
$1.01M +$74.3K +1,900 +8%
MPCG
74
Matrix Private Capital Group
New York
$941K +$154K +3,945 +20%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$867K -$66.8K -1,708 -7%