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Reaves Utility Income Fund

234 hedge funds and large institutions have $441M invested in Reaves Utility Income Fund in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 97 increasing their positions, 50 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$5.49M
2 +$3.55M
3 +$2.75M
4
Morgan Stanley
Morgan Stanley
New York
+$2.57M
5
Corient Private Wealth
Corient Private Wealth
Florida
+$1.65M
Name Holding Trade Value Shares
Change
Change in
Stake
WLPWM
101
Walled Lake Planning & Wealth Management
Illinois
$563K
MWM
102
Maridea Wealth Management
New York
$557K
EH
103
Equitable Holdings
New York
$545K
HSA
104
HBK Sorce Advisory
Pennsylvania
$531K
SVWAG
105
Sound View Wealth Advisors Group
Georgia
$503K
MOS
106
MGO One Seven
Ohio
$502K
PSCM
107
Per Stirling Capital Management
Texas
$500K
BPA
108
Beacon Pointe Advisors
California
$492K
FFA
109
Farther Finance Advisors
California
$482K
FFN
110
Focus Financial Network
Minnesota
$480K
US Bancorp
111
US Bancorp
Minnesota
$480K
NRS
112
Neville Rodie & Shaw
New York
$465K
KeyBank National Association
113
KeyBank National Association
Ohio
$465K
SG
114
StoneX Group
New York
$461K
VWA
115
Visionary Wealth Advisors
Illinois
$456K
FSA
116
Financial Security Advisor
Virginia
$439K
GWM
117
Graybill Wealth Management
Illinois
$413K
CIS
118
Custom Index Systems
New York
$409K
FHA
119
Flagship Harbor Advisors
Massachusetts
$407K
CFS
120
Commonwealth Financial Services
West Virginia
$398K
AWM
121
Apollon Wealth Management
South Carolina
$394K
WAP
122
Wealthcare Advisory Partners
Pennsylvania
$380K
AHL
123
Abel Hall LLC
Louisiana
$366K
BCA
124
Bay Colony Advisors
Massachusetts
$364K
LGW
125
Leslie Global Wealth
Illinois
$354K