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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 %
PSCM
101
Per Stirling Capital Management
Texas
$480K +$37K +1,024 +8%
HSA
102
HBK Sorce Advisory
Pennsylvania
$473K +$47.1K +1,302 +11%
Corient Private Wealth
103
Corient Private Wealth
Florida
$465K +$465K +12,841 New
SWP
104
Semus Wealth Partners
Florida
$463K -$31.9K -883 -6%
NRS
105
Neville Rodie & Shaw
New York
$460K
KeyBank National Association
106
KeyBank National Association
Ohio
$459K
SG
107
StoneX Group
New York
$451K -$41.3K -1,142 -8%
MHFA
108
Mission Hills Financial Advisory
California
$448K +$448K +12,374 New
IWC
109
Integrated Wealth Concepts
Massachusetts
$438K +$438K +12,104 New
GWM
110
Graybill Wealth Management
Illinois
$437K +$48.4K +1,339 +12%
EH
111
Equitable Holdings
New York
$424K +$28.4K +785 +7%
VWA
112
Visionary Wealth Advisors
Illinois
$420K +$136K +3,754 +48%
MPCG
113
Matrix Private Capital Group
New York
$418K -$21.7K -600 -5%
P
114
&Partners
Tennessee
$407K +$407K +11,241 New
FFN
115
Focus Financial Network
Minnesota
$394K +$22.3K +617 +6%
FHA
116
Flagship Harbor Advisors
Massachusetts
$393K
CAM
117
Costello Asset Management
Pennsylvania
$387K -$5.57K -154 -1%
FSA
118
Financial Security Advisor
Virginia
$362K
AHL
119
Abel Hall LLC
Louisiana
$362K +$362K +10,000 New
Calamos Advisors
120
Calamos Advisors
Illinois
$355K -$30.8K -852 -8%
OIM
121
Orca Investment Management
Oregon
$354K
LGW
122
Leslie Global Wealth
Illinois
$350K
DA
123
Dover Advisors
Virginia
$347K +$30.8K +850 +10%
JFG
124
Jefferies Financial Group
New York
$326K +$326K +9,014 New
OC
125
Oakworth Capital
Alabama
$326K