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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
IAS
151
IMA Advisory Services
Colorado
$130K +$132K +4,000 New
MA
152
Montag & Associates
Georgia
$111K +$22.7K +689 +25%
CA
153
Continuum Advisory
Idaho
$103K
AF
154
Allworth Financial
California
$98.9K +$88.2K +2,681 +659%
EWA
155
EverSource Wealth Advisors
Alabama
$81.3K
LWANC
156
Laurel Wealth Advisors (North Carolina)
North Carolina
$81.3K
CA
157
Centerpoint Advisors
Massachusetts
$55K
AIM
158
Anchor Investment Management
South Carolina
$51.9K +$888 +27 +2%
BONH
159
Bank of New Hampshire
New Hampshire
$50.8K
CTA
160
Colonial Trust Advisors
South Carolina
$48.8K
NSIM
161
North Star Investment Management
Illinois
$47.2K
LFG
162
Larson Financial Group
Missouri
$46.9K +$7.3K +222 +18%
LI
163
LRI Investments
Florida
$46.9K
BTI
164
Blue Trust Inc
Georgia
$46.8K +$822 +25 +2%
GWSG
165
GPS Wealth Strategies Group
Colorado
$40.8K
SIC
166
Salem Investment Counselors
North Carolina
$40.5K
HCP
167
Hexagon Capital Partners
Arkansas
$35K
LCM
168
Logan Capital Management
Pennsylvania
$32.5K
PTC
169
Private Trust Company
Ohio
$32.5K
WB
170
Webster Bank
Connecticut
$32.4K
Fifth Third Bancorp
171
Fifth Third Bancorp
Ohio
$30.9K
AF
172
Advisornet Financial
Minnesota
$27.3K +$27.6K +840 New
CT
173
Caldwell Trust
Florida
$26.8K +$27.1K +825 New
WBC
174
West Branch Capital
Massachusetts
$26.7K +$362 +11 +1%
JP Morgan Chase
175
JP Morgan Chase
New York
$25.1K +$23.7K +722 +1,444%