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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
CIS
126
Custom Index Systems
New York
$431K -$8.48K -217 -2%
BCA
127
Bay Colony Advisors
Massachusetts
$421K +$29.9K +766 +8%
RA
128
RFG Advisory
Alabama
$413K +$97.5K +2,494 +31%
BDL
129
Bey-Douglas LLC
Georgia
$402K +$64.8K +1,658 +19%
Corient Private Wealth
130
Corient Private Wealth
Florida
$401K -$1.75M -44,830 -81%
AHL
131
Abel Hall LLC
Louisiana
$393K
LGW
132
Leslie Global Wealth
Illinois
$380K
OIM
133
Orca Investment Management
Oregon
$373K
IWP
134
Innova Wealth Partners
Pennsylvania
$372K +$122K +3,120 +49%
CA
135
Commerce Advisors
Tennessee
$371K +$369K +9,451 New
SW
136
Simplicity Wealth
New Jersey
$368K +$49.3K +1,260 +16%
CAM
137
Costello Asset Management
Pennsylvania
$355K +$586 +15 +0.2%
CCAL
138
City Center Advisors LLC
Michigan
$349K +$24.2K +620 +8%
AWM
139
Apollon Wealth Management
South Carolina
$346K -$77.4K -1,981 -18%
VF
140
Virtu Financial
New York
$345K +$344K +8,791 New
RFA
141
Resurgent Financial Advisors
Georgia
$330K +$328K +8,393 New
EPG
142
Estate Planners Group
Pennsylvania
$326K +$95K +2,430 +41%
BEI
143
Benjamin Edwards Inc
Missouri
$326K +$7.43K +190 +2%
NPFS
144
Novak & Powell Financial Services
Florida
$324K +$3.91K +100 +1%
PGFC
145
Peapack-Gladstone Financial Corp
New Jersey
$320K
SC
146
Savant Capital
Illinois
$311K +$82.4K +2,109 +36%
NL
147
NWAM LLC
Washington
$311K
BWP
148
Balboa Wealth Partners
Arizona
$309K +$8.79K +225 +3%
PWM
149
Purus Wealth Management
California
$306K +$21.3K +545 +8%
HI
150
Harbour Investments
Wisconsin
$290K +$70.4K +1,800 +32%