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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
NPFS
126
Novak & Powell Financial Services
Florida
$255K +$3.55K +108 +1%
BCA
127
Bay Colony Advisors
Massachusetts
$251K +$45K +1,367 +21%
EM
128
ELCO Management
New York
$247K -$11.5K -350 -4%
KPWS
129
Kestra Private Wealth Services
Texas
$238K +$4.96K +151 +2%
OP
130
ORG Partners
Indiana
$236K -$9.11K -277 -4%
SIG
131
Stonegate Investment Group
Alabama
$233K +$236K +7,163 New
IRC
132
Investors Research Corp
Georgia
$230K
Baird Financial Group
133
Baird Financial Group
Wisconsin
$229K -$135K -4,096 -37%
MMG
134
Monetary Management Group
Missouri
$228K +$32.9K +1,000 +17%
SF
135
Summit Financial
New Jersey
$222K +$224K +6,813 New
CIS
136
Custom Index Systems
New York
$212K +$4.9K +149 +2%
SWM
137
SeaCrest Wealth Management
New York
$211K -$26.8K -815 -11%
AFO
138
Allie Family Office
Florida
$211K
PS
139
Principal Securities
Iowa
$210K
GWM
140
Geneos Wealth Management
Colorado
$209K +$106K +3,224 +101%
NL
141
NWAM LLC
Washington
$202K +$204K +6,210 New
LWA
142
Lowe Wealth Advisors
Maryland
$200K -$13.2K -400 -6%
CA
143
CoreCap Advisors
Michigan
$199K -$23K -700 -10%
CFD
144
Creative Financial Designs
Indiana
$178K -$9.7K -295 -5%
MCM
145
MAI Capital Management
Ohio
$169K +$66.3K +2,015 +63%
HI
146
Harbour Investments
Wisconsin
$168K +$76.5K +2,327 +82%
IA
147
IFP Advisors
Florida
$156K +$82.7K +2,514 +110%
SWM
148
Spire Wealth Management
Virginia
$154K -$23K -700 -13%
BBHC
149
Brown Brothers Harriman & Co
New York
$137K
S
150
SignatureFD
Georgia
$131K +$296 +9 +0.2%