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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
NRG
201
Nemes Rush Group
Michigan
$58.9K +$58.6K +1,500 New
NSIM
202
North Star Investment Management
Illinois
$57K
LI
203
LRI Investments
Florida
$56.6K
LFG
204
Larson Financial Group
Missouri
$55.8K -$860 -22 -2%
SIC
205
Salem Investment Counselors
North Carolina
$52.9K +$52.6K +1,346 New
KFAS
206
Keating Financial Advisory Services
Kansas
$40.9K +$391 +10 +1%
TWC
207
TD Waterhouse Canada
Ontario, Canada
$39.5K +$39.1K +1,000 New
PTC
208
Private Trust Company
Ohio
$39.3K
OCM
209
Osbon Capital Management
Massachusetts
$39K +$38.8K +992 New
PP
210
Paladin Partners
Wisconsin
$38.1K
WBC
211
West Branch Capital
Massachusetts
$33.5K +$391 +10 +1%
CT
212
Caldwell Trust
Florida
$32.4K
WB
213
Webster Bank
Connecticut
$29.2K -$9.81K -251 -25%
Q1WB
214
Quest 10 Wealth Builders
Virginia
$27K
AUB
215
Atlantic Union Bankshares
Virginia
$24.6K +$19.5K +499 +396%
HNB
216
Hilltop National Bank
Wyoming
$23.2K
SL
217
Salomon & Ludwin
Virginia
$23.1K
UB
218
UMB Bank
Missouri
$22.5K
KFI
219
Key Financial Inc
Pennsylvania
$21.8K
MWA
220
Medallion Wealth Advisors
Connecticut
$19.6K
PFBT
221
Parkside Financial Bank & Trust
Missouri
$19.1K
HCM
222
Hollencrest Capital Management
California
$15.5K
FDCDDQ
223
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.1K
RMC
224
Resources Management Corp
Connecticut
$14K
TCM
225
Tradewinds Capital Management
Washington
$12.6K