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Reaves Utility Income Fund

218 hedge funds and large institutions have $435M invested in Reaves Utility Income Fund in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 92 increasing their positions, 47 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
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
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
151
Lowe Wealth Advisors
Maryland
$226K
SC
152
Savant Capital
Illinois
$222K
CFS
153
Commonwealth Financial Services
West Virginia
$211K
CSP
154
Cary Street Partners
Virginia
$210K
CFD
155
Creative Financial Designs
Indiana
$205K
EAM
156
Everstar Asset Management
North Carolina
$204K
KFGK
157
Keystone Financial Group (Kentucky)
Kentucky
$204K
BA
158
Ballew Advisors
Mississippi
$204K
CA
159
CoreCap Advisors
Michigan
$203K
MCM
160
MAI Capital Management
Ohio
$189K
HI
161
Harbour Investments
Wisconsin
$186K
AG
162
AmeriFlex Group
Nevada
$173K
SWM
163
Spire Wealth Management
Virginia
$160K
AF
164
Allworth Financial
California
$155K
BBHC
165
Brown Brothers Harriman & Co
New York
$153K
S
166
SignatureFD
Georgia
$145K
OLVIG
167
Oliver Lagore Vanvalin Investment Group
Michigan
$123K
GWM
168
Geneos Wealth Management
Colorado
$116K
AAS
169
Ameritas Advisory Services
Nebraska
$96.4K
EWA
170
EverSource Wealth Advisors
Alabama
$90.5K
IA
171
IFP Advisors
Florida
$83.5K
CA
172
Centerpoint Advisors
Massachusetts
$62K
GRP
173
Global Retirement Partners
California
$61.2K
AIM
174
Anchor Investment Management
South Carolina
$58.7K
BONH
175
Bank of New Hampshire
New Hampshire
$56.4K