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Reaves Utility Income Fund
UTG

238 hedge funds and large institutions have $444M invested in Reaves Utility Income Fund in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 98 increasing their positions, 50 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 50

11% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 28

0% more funds holding

Funds holding: 238 → 238 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.1% less ownership

Funds ownership: 14.24% → 14.14% (-0.1%)

11% less capital invested

Capital invested by funds: $497M → $444M (-$52.3M)

Holders
238
Holders Change
–
Holders Change %
0%
% of All Funds
2.89%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
31
Increased
98
Reduced
50
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WANY
Wealthspire Advisors (New York)
New York
+$5.49M
2
LPL Financial
LPL Financial
California
+$3.55M
3
HAS
HBW Advisory Services
California
+$2.75M
4
Morgan Stanley
Morgan Stanley
New York
+$2.57M
5
Corient Private Wealth
Corient Private Wealth
Florida
+$1.65M

Top Sellers

1
CA
Cornerstone Advisors
North Carolina
-$18M
2
AIA
Absolute Investment Advisers
Florida
-$5.14M
3
CPRC
Consolidated Portfolio Review Corp
New York
-$2.61M
4
QL
Quarry LP
New York
-$1.9M
5
NFSG
Newbridge Financial Services Group
Florida
-$1.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
BBHC
176
Brown Brothers Harriman & Co
New York
$116K – – –
IAIM
177
International Assets Investment Management
Florida
$102K +$106K +2,780 New
LWANC
178
Laurel Wealth Advisors (North Carolina)
North Carolina
$91.5K +$95.1K +2,500 New
IA
179
IFP Advisors
Florida
$85.3K +$532 +14 +0.6%
AF
180
Advisornet Financial
Minnesota
$83.9K +$5.82K +153 +7%
AssetMark Inc
181
AssetMark Inc
California
$79.2K +$8.33K +219 +11%
CPG
182
Cornerstone Planning Group
New Jersey
$74.9K +$74.7K +1,964 New
EWA
183
EverSource Wealth Advisors
Alabama
$73.2K – – –
Rockefeller Capital Management
184
Rockefeller Capital Management
New York
$64.4K +$22.9K +602 +52%
CA
185
Centerpoint Advisors
Massachusetts
$62K – – –
GRP
186
Global Retirement Partners
California
$61.9K – – –
AIM
187
Anchor Investment Management
South Carolina
$61.2K -$2.09K -55 -3%
BONH
188
Bank of New Hampshire
New Hampshire
$57.1K – – –
Jones Financial Companies
189
Jones Financial Companies
Missouri
$56K +$58.2K +1,530 New
CTA
190
Colonial Trust Advisors
South Carolina
$54.9K – – –
NSIM
191
North Star Investment Management
Illinois
$53K – – –
LFG
192
Larson Financial Group
Missouri
$52.7K – – –
LI
193
LRI Investments
Florida
$52.7K – – –
KFAS
194
Keating Financial Advisory Services
Kansas
$37.7K +$39.2K +1,032 New
PTC
195
Private Trust Company
Ohio
$36.6K – – –
WB
196
Webster Bank
Connecticut
$36.4K – – –
PP
197
Paladin Partners
Wisconsin
$35.4K +$36.8K +969 New
Fifth Third Bancorp
198
Fifth Third Bancorp
Ohio
$34.8K – – –
ANBT
199
American National Bank & Trust
Texas
$31.1K – – –
WBC
200
West Branch Capital
Massachusetts
$30.8K +$114 +3 +0.4%
6 7
8
9 10

UTG Hedge Fund Activity: Q4 2025 in Review

238 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Reaves Utility Income Fund (UTG) for Q4 2025, worth a combined $444M — down 11% from $497M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new UTG positions and 28 closed out — a net gain of 3 holders — while 98 added to existing stakes and 50 trimmed.

The largest buyer was Wealthspire Advisors (New York), opening a new position worth an estimated $5.49M. The largest seller was Cornerstone Advisors, cutting an estimated $18M.

  • 238 institutional investors held Reaves Utility Income Fund (UTG) as of Q4 2025, unchanged from Q3 2025.
  • Funds reported $444M of Reaves Utility Income Fund stock for Q4 2025, down 11% quarter-over-quarter.
  • 31 funds opened new Reaves Utility Income Fund positions in Q4 2025 and 28 closed out, a net change of +3 holders.
  • The largest Reaves Utility Income Fund buyer in Q4 2025 was Wealthspire Advisors (New York), an estimated $5.49M added.
  • The largest Reaves Utility Income Fund seller in Q4 2025 was Cornerstone Advisors, an estimated $18M sold.

Based on aggregated 13F filings for Q4 2025.