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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
MMG
76
Monetary Management Group
Missouri
$845K +$39.1K +1,000 +5%
SA
77
Sanctuary Advisors
Indiana
$840K +$52K +1,331 +7%
ACGA
78
Atlanta Consulting Group Advisors
Georgia
$821K +$1.99K +51 +0.2%
BCM
79
Brookstone Capital Management
Illinois
$812K +$16.5K +421 +2%
Fifth Third Bancorp
80
Fifth Third Bancorp
Ohio
$805K +$764K +19,545 +2,057%
AB
81
Atlas Brown
Kentucky
$804K +$32.8K +840 +4%
WG
82
Welch Group
Alabama
$775K
ASN
83
Advisory Services Network
Georgia
$764K +$1.6K +41 +0.2%
WLPWM
84
Walled Lake Planning & Wealth Management
Illinois
$757K +$151K +3,875 +25%
MHFA
85
Mission Hills Financial Advisory
California
$747K +$83.8K +2,143 +13%
PFS
86
Prospera Financial Services
Texas
$739K -$14.7K -377 -2%
DC
87
Davenport & Co
Virginia
$718K +$1.25K +32 +0.2%
HSA
88
HBK Sorce Advisory
Pennsylvania
$717K +$109K +2,801 +20%
BAM
89
Belpointe Asset Management
Nevada
$697K -$1.45K -37 -0.2%
Focus Partners Wealth
90
Focus Partners Wealth
Massachusetts
$695K +$80.4K +2,057 +13%
CRWM
91
Castle Rock Wealth Management
California
$692K -$32.3K -825 -5%
SF
92
Summit Financial
New Jersey
$688K +$685K +17,523 New
AC
93
AlphaCore Capital
California
$688K +$7.54K +193 +1%
AFG
94
Atomi Financial Group
New York
$686K +$4.61K +118 +0.7%
Mercer Global Advisors
95
Mercer Global Advisors
Colorado
$684K +$64.9K +1,659 +11%
Cerity Partners
96
Cerity Partners
New York
$677K +$350K +8,962 +108%
EH
97
Equitable Holdings
New York
$667K +$130K +3,336 +22%
MCM
98
MAI Capital Management
Ohio
$664K -$7.5K -192 -1%
PI
99
PFG Investments
New York
$659K -$19K -487 -3%
S
100
Sunpointe
Missouri
$658K -$41.9K -1,072 -6%