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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
Mercer Global Advisors
101
Mercer Global Advisors
Colorado
$383K -$31.3K -953 -7%
EH
102
Equitable Holdings
New York
$356K +$359K +10,926 New
FHA
103
Flagship Harbor Advisors
Massachusetts
$354K
WLPWM
104
Walled Lake Planning & Wealth Management
Illinois
$354K
CAM
105
Costello Asset Management
Pennsylvania
$353K +$357K +10,854 New
GWM
106
Graybill Wealth Management
Illinois
$350K +$353K +10,742 New
Calamos Advisors
107
Calamos Advisors
Illinois
$347K +$37.1K +1,128 +12%
EC
108
Elequin Capital
New York
$344K +$348K +10,577 New
MC
109
Moors & Cabot
Massachusetts
$341K
FFN
110
Focus Financial Network
Minnesota
$334K -$6.05K -184 -2%
FSA
111
Financial Security Advisor
Virginia
$325K
OIM
112
Orca Investment Management
Oregon
$318K
PM
113
Penbrook Management
New York
$316K -$4.93K -150 -2%
BWP
114
Balboa Wealth Partners
Arizona
$316K +$4.11K +125 +1%
LGW
115
Leslie Global Wealth
Illinois
$315K
OC
116
Oakworth Capital
Alabama
$293K
Focus Partners Wealth
117
Focus Partners Wealth
Massachusetts
$286K +$289K +8,775 New
DA
118
Dover Advisors
Virginia
$285K +$288K +8,750 New
PGFC
119
Peapack-Gladstone Financial Corp
New Jersey
$283K
TCM
120
Triumph Capital Management
Colorado
$282K +$23.6K +717 +9%
HBWM
121
Hollow Brook Wealth Management
New York
$281K
BEI
122
Benjamin Edwards Inc
Missouri
$274K -$5.69K -173 -2%
WAP
123
Wealthcare Advisory Partners
Pennsylvania
$267K +$32.7K +993 +14%
VWA
124
Visionary Wealth Advisors
Illinois
$256K +$36K +1,094 +16%
LIM
125
Leavell Investment Management
Alabama
$255K +$258K +7,848 New