We are live on ! Find out more
UTG icon

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
2.96%
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
CAC
101
Certified Advisory Corp
Florida
$629K -$5.43K -139 -0.9%
MWM
102
Maridea Wealth Management
New York
$621K +$22.6K +578 +4%
VCM
103
Vivaldi Capital Management
Illinois
$619K
NFG
104
Nations Financial Group
Iowa
$612K
FFN
105
Focus Financial Network
Minnesota
$557K +$41.1K +1,051 +8%
FFA
106
Farther Finance Advisors
California
$555K +$30.8K +787 +6%
PSCM
107
Per Stirling Capital Management
Texas
$545K +$8.13K +208 +2%
SVWAG
108
Sound View Wealth Advisors Group
Georgia
$540K +$352 +9 +0.1%
MOS
109
MGO One Seven
Ohio
$539K
TCM
110
Triumph Capital Management
Colorado
$537K +$186K +4,765 +53%
Jane Street
111
Jane Street
New York
$536K +$214K +5,462 +67%
BPA
112
Beacon Pointe Advisors
California
$532K +$3.44K +88 +0.7%
VWA
113
Visionary Wealth Advisors
Illinois
$524K +$33.9K +868 +7%
AWM
114
AE Wealth Management
Kansas
$521K -$135K -3,452 -21%
US Bancorp
115
US Bancorp
Minnesota
$515K
IWC
116
Integrated Wealth Concepts
Massachusetts
$511K +$171K +4,376 +51%
SG
117
StoneX Group
New York
$506K +$14.4K +369 +3%
NRS
118
Neville Rodie & Shaw
New York
$499K
KeyBank National Association
119
KeyBank National Association
Ohio
$499K
FSA
120
Financial Security Advisor
Virginia
$491K +$19.5K +500 +4%
WAP
121
Wealthcare Advisory Partners
Pennsylvania
$463K +$55.2K +1,413 +14%
GWM
122
Graybill Wealth Management
Illinois
$446K +$2.03K +52 +0.5%
FHA
123
Flagship Harbor Advisors
Massachusetts
$437K
XT
124
XTX Topco
Cayman Islands
$433K +$430K +11,011 New
CFS
125
Commonwealth Financial Services
West Virginia
$432K +$4.34K +111 +1%