UTG icon

Reaves Utility Income Fund

231 hedge funds and large institutions have $439M invested in Reaves Utility Income Fund in 2025 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 96 increasing their positions, 50 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
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
+$1.28M
Name Holding Trade Value Shares
Change
Change in
Stake
MC
151
Moors & Cabot
Massachusetts
$242K
AFO
152
Allie Family Office
Florida
$237K
Invesco
153
Invesco
Georgia
$235K
IWP
154
Innova Wealth Partners
Pennsylvania
$233K
PM
155
Penbrook Management
New York
$220K
AIA
156
Armor Investment Advisors
North Carolina
$219K
CSP
157
Cary Street Partners
Virginia
$219K
SWP
158
Semus Wealth Partners
Florida
$218K
BA
159
Ballew Advisors
Mississippi
$217K
SC
160
Savant Capital
Illinois
$213K
EAM
161
Everstar Asset Management
North Carolina
$207K
CA
162
CoreCap Advisors
Michigan
$205K
HI
163
Harbour Investments
Wisconsin
$204K
HHCP
164
Hilton Head Capital Partners
South Carolina
$191K
SWM
165
Spire Wealth Management
Virginia
$166K
AF
166
Allworth Financial
California
$164K
KFA
167
Kelleher Financial Advisors
New York
$161K
CFD
168
Creative Financial Designs
Indiana
$151K
S
169
SignatureFD
Georgia
$146K
AG
170
AmeriFlex Group
Nevada
$142K
JP Morgan Chase
171
JP Morgan Chase
New York
$130K
GWM
172
Geneos Wealth Management
Colorado
$118K
BBHC
173
Brown Brothers Harriman & Co
New York
$116K
IAIM
174
International Assets Investment Management
Florida
$102K
LWANC
175
Laurel Wealth Advisors (North Carolina)
North Carolina
$91.5K