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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
GVAG
176
Great Valley Advisor Group
Delaware
$207K +$206K +5,260 New
HHCP
177
Hilton Head Capital Partners
South Carolina
$205K
FIA
178
Foundations Investment Advisors
Arizona
$201K +$200K +5,120 New
AF
179
Allworth Financial
California
$197K +$20.2K +517 +12%
IA
180
IFG Advisory
Georgia
$179K +$179K +4,568 New
SWM
181
Spire Wealth Management
Virginia
$178K -$235 -6 -0.1%
GWM
182
Geneos Wealth Management
Colorado
$175K +$48.9K +1,250 +39%
CFD
183
Creative Financial Designs
Indiana
$163K +$195 +5 +0.1%
JP Morgan Chase
184
JP Morgan Chase
New York
$160K +$21.2K +542 +15%
S
185
SignatureFD
Georgia
$157K
BBHC
186
Brown Brothers Harriman & Co
New York
$124K
Jones Financial Companies
187
Jones Financial Companies
Missouri
$122K +$61.3K +1,569 +103%
IAIM
188
International Assets Investment Management
Florida
$111K
SS
189
Sunbelt Securities
Texas
$106K +$106K +2,700 New
AssetMark Inc
190
AssetMark Inc
California
$96.2K +$11.1K +283 +13%
IA
191
IFP Advisors
Florida
$92.1K +$469 +12 +0.5%
EWA
192
EverSource Wealth Advisors
Alabama
$78.6K
AG
193
AmeriFlex Group
Nevada
$73.2K -$78.5K -2,009 -52%
CCWM
194
Cassaday & Co Wealth Management
Virginia
$73K +$72.6K +1,858 New
Rockefeller Capital Management
195
Rockefeller Capital Management
New York
$69.1K
AF
196
Advisornet Financial
Minnesota
$68.6K -$21.4K -547 -24%
CA
197
Centerpoint Advisors
Massachusetts
$67K
AIM
198
Anchor Investment Management
South Carolina
$66.7K +$977 +25 +1%
BONH
199
Bank of New Hampshire
New Hampshire
$61.3K
CTA
200
Colonial Trust Advisors
South Carolina
$58.9K