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Reaves Utility Income Fund

216 hedge funds and large institutions have $432M invested in Reaves Utility Income Fund in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 91 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+20
Holders Change %
+10.2%
% of All Funds
2.9%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
33
Increased
91
Reduced
47
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$37.8M +$3.97M +109,614 +12%
Morgan Stanley
2
Morgan Stanley
New York
$35.3M +$533K +14,733 +2%
CA
3
Cornerstone Advisors
North Carolina
$26.5M +$11.8M +325,939 +80%
Wells Fargo
4
Wells Fargo
California
$22.9M +$301K +8,312 +1%
LPL Financial
5
LPL Financial
California
$22.3M +$630K +17,406 +3%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$18.4M +$705K +19,474 +4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$17.9M -$263K -7,258 -1%
Ameriprise
8
Ameriprise
Minnesota
$13.8M -$3.9M -107,966 -22%
JWCA
9
J.W. Cole Advisors
Florida
$13.1M +$10.3M +285,103 +366%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$13M -$292K -8,079 -2%
Raymond James Financial
11
Raymond James Financial
Florida
$10.4M +$1.57M +43,358 +18%
Stifel Financial
12
Stifel Financial
Missouri
$9.23M +$1.14M +31,446 +14%
OFA
13
Oak Family Advisors
Illinois
$9.02M -$669K -18,493 -7%
MFG
14
Magnus Financial Group
New York
$7.38M +$611K +16,876 +9%
SIAP
15
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6.96M +$260K +7,178 +4%
UBS Group
16
UBS Group
Switzerland
$6.83M +$481K +13,284 +8%
Osaic Holdings
17
Osaic Holdings
Arizona
$6.53M -$1.42M -41,741 -18%
GC
18
Guggenheim Capital
Illinois
$6.47M -$1.5M -41,466 -19%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$5.44M +$39.7K +1,096 +0.7%
Lido Advisors
20
Lido Advisors
California
$5.43M +$29.7K +822 +0.6%
PAG
21
Private Advisor Group
New Jersey
$5.09M +$331K +9,141 +7%
CPRC
22
Consolidated Portfolio Review Corp
New York
$4.78M -$730K -20,177 -13%
JCFM
23
JBR Co Financial Management
Oklahoma
$4.77M -$156K -4,302 -3%
Mariner
24
Mariner
Kansas
$4.67M +$112K +3,097 +2%
NA
25
NewEdge Advisors
Louisiana
$4.04M +$1.2M +33,237 +42%