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Reaves Utility Income Fund
UTG

238 hedge funds and large institutions have $444M invested in Reaves Utility Income Fund in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 98 increasing their positions, 50 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 50

11% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 28

0% more funds holding

Funds holding: 238 → 238 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.1% less ownership

Funds ownership: 14.24% → 14.14% (-0.1%)

11% less capital invested

Capital invested by funds: $497M → $444M (-$52.3M)

Holders
238
Holders Change
–
Holders Change %
0%
% of All Funds
2.89%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
31
Increased
98
Reduced
50
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WANY
Wealthspire Advisors (New York)
New York
+$5.49M
2
LPL Financial
LPL Financial
California
+$3.55M
3
HAS
HBW Advisory Services
California
+$2.75M
4
Morgan Stanley
Morgan Stanley
New York
+$2.57M
5
Corient Private Wealth
Corient Private Wealth
Florida
+$1.65M

Top Sellers

1
CA
Cornerstone Advisors
North Carolina
-$18M
2
AIA
Absolute Investment Advisers
Florida
-$5.14M
3
CPRC
Consolidated Portfolio Review Corp
New York
-$2.61M
4
QL
Quarry LP
New York
-$1.9M
5
NFSG
Newbridge Financial Services Group
Florida
-$1.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
101
Nations Financial Group
Iowa
$570K – – –
WLPWM
102
Walled Lake Planning & Wealth Management
Illinois
$563K – – –
MWM
103
Maridea Wealth Management
New York
$557K +$16.2K +425 +3%
EH
104
Equitable Holdings
New York
$545K +$97K +2,552 +21%
HSA
105
HBK Sorce Advisory
Pennsylvania
$531K +$38K +1,000 +8%
SVWAG
106
Sound View Wealth Advisors Group
Georgia
$503K -$13.8K -363 -3%
MOS
107
MGO One Seven
Ohio
$502K – – –
PSCM
108
Per Stirling Capital Management
Texas
$500K +$8.18K +215 +2%
BPA
109
Beacon Pointe Advisors
California
$492K -$73.5K -1,934 -13%
FFA
110
Farther Finance Advisors
California
$482K +$501K +13,168 New
FFN
111
Focus Financial Network
Minnesota
$480K +$9.66K +254 +2%
US Bancorp
112
US Bancorp
Minnesota
$480K – – –
NRS
113
Neville Rodie & Shaw
New York
$465K – – –
KeyBank National Association
114
KeyBank National Association
Ohio
$465K – – –
SG
115
StoneX Group
New York
$461K +$913 +24 +0.2%
VWA
116
Visionary Wealth Advisors
Illinois
$456K -$28.6K -751 -6%
FSA
117
Financial Security Advisor
Virginia
$439K +$76K +2,000 +20%
GWM
118
Graybill Wealth Management
Illinois
$413K -$10.1K -266 -2%
CIS
119
Custom Index Systems
New York
$409K +$174K +4,568 +69%
FHA
120
Flagship Harbor Advisors
Massachusetts
$407K – – –
CFS
121
Commonwealth Financial Services
West Virginia
$398K +$4.3K +113 +1%
AWM
122
Apollon Wealth Management
South Carolina
$394K +$105K +2,761 +34%
WAP
123
Wealthcare Advisory Partners
Pennsylvania
$380K +$44.3K +1,166 +13%
AHL
124
Abel Hall LLC
Louisiana
$366K – – –
BCA
125
Bay Colony Advisors
Massachusetts
$364K +$24.5K +644 +7%
3 4
5
6 7

UTG Hedge Fund Activity: Q4 2025 in Review

238 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Reaves Utility Income Fund (UTG) for Q4 2025, worth a combined $444M — down 11% from $497M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new UTG positions and 28 closed out — a net gain of 3 holders — while 98 added to existing stakes and 50 trimmed.

The largest buyer was Wealthspire Advisors (New York), opening a new position worth an estimated $5.49M. The largest seller was Cornerstone Advisors, cutting an estimated $18M.

  • 238 institutional investors held Reaves Utility Income Fund (UTG) as of Q4 2025, unchanged from Q3 2025.
  • Funds reported $444M of Reaves Utility Income Fund stock for Q4 2025, down 11% quarter-over-quarter.
  • 31 funds opened new Reaves Utility Income Fund positions in Q4 2025 and 28 closed out, a net change of +3 holders.
  • The largest Reaves Utility Income Fund buyer in Q4 2025 was Wealthspire Advisors (New York), an estimated $5.49M added.
  • The largest Reaves Utility Income Fund seller in Q4 2025 was Cornerstone Advisors, an estimated $18M sold.

Based on aggregated 13F filings for Q4 2025.