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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
Morgan Stanley
1
Morgan Stanley
New York
$31.3M +$2.74M +83,357 +10%
Bank of America
2
Bank of America
North Carolina
$30.4M +$3.52M +106,907 +13%
Wells Fargo
3
Wells Fargo
California
$20.3M +$863K +26,230 +4%
LPL Financial
4
LPL Financial
California
$19.5M +$463K +14,086 +2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$16.3M +$335K +10,190 +2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$15.9M +$1.43M +43,381 +10%
Ameriprise
7
Ameriprise
Minnesota
$15.9M +$1.28M +38,973 +9%
CA
8
Cornerstone Advisors
North Carolina
$13.2M +$13.4M +406,546 New
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$11.9M +$323K +9,825 +3%
OFA
10
Oak Family Advisors
Illinois
$8.72M +$530K +16,115 +6%
Raymond James Financial
11
Raymond James Financial
Florida
$7.94M -$1.01M -30,752 -11%
Osaic Holdings
12
Osaic Holdings
Arizona
$7.61M -$5.17M -157,221 -40%
Stifel Financial
13
Stifel Financial
Missouri
$7.28M +$676K +20,544 +10%
GC
14
Guggenheim Capital
Illinois
$7.17M +$223K +6,792 +3%
MFG
15
Magnus Financial Group
New York
$6.09M +$433K +13,179 +8%
SIAP
16
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6.03M +$212K +6,443 +4%
UBS Group
17
UBS Group
Switzerland
$5.71M +$591K +17,969 +11%
CPRC
18
Consolidated Portfolio Review Corp
New York
$4.95M +$1.78M +54,106 +55%
Lido Advisors
19
Lido Advisors
California
$4.86M +$339K +10,309 +7%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$4.86M +$164K +4,980 +3%
JCFM
21
JBR Co Financial Management
Oklahoma
$4.43M +$426K +12,944 +11%
PAG
22
Private Advisor Group
New Jersey
$4.28M -$356K -10,824 -8%
Mariner
23
Mariner
Kansas
$4.1M -$32.3K -982 -0.8%
TWM
24
Tradition Wealth Management
Minnesota
$3.15M +$72.2K +2,197 +2%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$2.87M +$115K +3,498 +4%