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220 hedge funds and large institutions have $684M invested in Unitil in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 93 increasing their positions, 59 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 59

2.35% more ownership

Funds ownership: 78.26%80.61% (+2.3%)

7% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 30

2% less funds holding

Funds holding: 224220 (-4)

7% less capital invested

Capital invested by funds: $734M → $684M (-$50.2M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
220
Holders Change
-4
Holders Change %
-1.79%
% of All Funds
2.9%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
28
Increased
93
Reduced
59
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Balyasny Asset Management
226
Balyasny Asset Management
Illinois
-$464K -8,049 Closed
MSAM
227
Moloney Securities Asset Management
Missouri
-$396K -6,861 Closed
Amundi
228
Amundi
France
-$376K -6,443 Closed
FCI
229
Financial Counselors Inc
Kansas
-$368K -6,379 Closed
VRS
230
Virginia Retirement Systems
Virginia
-$334K -5,794 Closed
Allianz Asset Management
231
Allianz Asset Management
Germany
-$306K -5,300 Closed
SG Americas Securities
232
SG Americas Securities
New York
-$300K -5,205 Closed
EI
233
Ellevest Inc
New York
-$279K -4,838 Closed
EC
234
EntryPoint Capital
New York
-$242K -4,203 Closed
Lido Advisors
235
Lido Advisors
California
-$226K -3,914 Closed
AG
236
Algert Global
California
-$223K -3,864 Closed
Mackenzie Financial
237
Mackenzie Financial
Ontario, Canada
-$212K -3,680 Closed
CWM
238
CIBC World Markets
New York
-$204K -3,543 Closed
TA
239
Teton Advisors
New York
-$202K -3,500 Closed
AAG
240
Armstrong Advisory Group
Massachusetts
-$68.4K -1,263 Closed
CCM
241
Coldstream Capital Management
Washington
-$72.1K -1,249 Closed
QCG
242
Quadrant Capital Group
Ohio
-$44.4K -769 Closed
WSFS
243
Wilmington Savings Fund Society
Delaware
-$15K -260 Closed
FHA
244
First Horizon Advisors
Tennessee
-$8.31K -144 Closed
ACM
245
Aster Capital Management
United Arab Emirates
-$5.61K -100 Closed
HNW
246
High Note Wealth
Minnesota
-$4.79K -83 Closed
QL
247
Quarry LP
New York
-$1.79K -31 Closed
CA
248
CoreCap Advisors
Michigan
-$865 -15 Closed
C
249
Covestor
United Kingdom
-$776 -14 -82%
SC
250
Stephens Consulting
Michigan
-$577 -10 Closed

UTL Hedge Fund Activity: Q2 2025 in Review

220 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q2 2025, worth a combined $684M — down 6.8% from $734M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of UTL and 28 opened new positions — a net loss of 2 holders — while 59 trimmed existing stakes and 93 added.

The largest buyer was CSM Advisors, opening a new position worth an estimated $7.06M. The largest seller was Millennium Management, exiting entirely with an estimated $5M sold.

  • 220 institutional investors held Unitil (UTL) as of Q2 2025, down from 224 in Q1 2025.
  • Funds reported $684M of Unitil stock for Q2 2025, down 6.8% quarter-over-quarter.
  • 28 funds opened new Unitil positions in Q2 2025 and 30 closed out, a net change of -2 holders.
  • The largest Unitil buyer in Q2 2025 was CSM Advisors, an estimated $7.06M added.
  • The largest Unitil seller in Q2 2025 was Millennium Management, an estimated $5M sold.

Based on aggregated 13F filings for Q2 2025.