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Reaves Utility Income Fund

196 hedge funds and large institutions have $357M invested in Reaves Utility Income Fund in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 82 increasing their positions, 39 reducing their positions, and 22 closing their positions.

Holders
196
Holders Change
-4
Holders Change %
-2%
% of All Funds
2.66%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
82
Reduced
39
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$31.3M 960,439 +83,357 +10%
Bank of America
2
Bank of America
North Carolina
$30.4M 933,787 +106,907 +13%
Wells Fargo
3
Wells Fargo
California
$20.3M 624,632 +26,230 +4%
LPL Financial
4
LPL Financial
California
$19.5M 599,201 +14,086 +2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$16.3M 501,145 +10,190 +2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$15.9M 489,575 +43,381 +10%
Ameriprise
7
Ameriprise
Minnesota
$15.9M 490,283 +38,973 +9%
CA
8
Cornerstone Advisors
North Carolina
$13.2M 406,546 +406,546 New
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$11.9M 367,195 +9,825 +3%
OFA
10
Oak Family Advisors
Illinois
$8.72M 267,887 +16,115 +6%
Raymond James Financial
11
Raymond James Financial
Florida
$7.94M 243,880 -30,752 -11%
Osaic Holdings
12
Osaic Holdings
Arizona
$7.61M 233,919 -157,221 -40%
Stifel Financial
13
Stifel Financial
Missouri
$7.28M 223,723 +20,544 +10%
GC
14
Guggenheim Capital
Illinois
$7.17M 220,372 +6,792 +3%
MFG
15
Magnus Financial Group
New York
$6.09M 187,075 +13,179 +8%
SIAP
16
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6.03M 185,181 +6,443 +4%
UBS Group
17
UBS Group
Switzerland
$5.71M 175,545 +17,969 +11%
CPRC
18
Consolidated Portfolio Review Corp
New York
$4.95M 152,188 +54,106 +55%
Lido Advisors
19
Lido Advisors
California
$4.86M 149,372 +10,309 +7%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$4.86M 149,311 +4,980 +3%
JCFM
21
JBR Co Financial Management
Oklahoma
$4.43M 136,114 +12,944 +11%
PAG
22
Private Advisor Group
New Jersey
$4.28M 131,492 -10,824 -8%
Mariner
23
Mariner
Kansas
$4.1M 125,855 -982 -0.8%
TWM
24
Tradition Wealth Management
Minnesota
$3.15M 96,900 +2,197 +2%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$2.87M 88,298 +3,498 +4%