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238 hedge funds and large institutions have $769M invested in Unitil in 2026 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 88 increasing their positions, 64 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 15

38% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 64

10% more funds holding

Funds holding: 217238 (+21)

7% more capital invested

Capital invested by funds: $715M → $769M (+$53.1M)

0.67% less ownership

Funds ownership: 82.44%81.77% (-0.67%)

Holders
238
Holders Change
+21
Holders Change %
+9.68%
% of All Funds
2.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
88
Reduced
64
Closed
15
Calls
$428K
Puts
Net Calls
+$428K
Net Calls Change
+$196K
Name Holding Trade Value Shares
Change
Change in
Stake
FNWA
251
Financial Network Wealth Advisors
Utah
-$775 -16 Closed
TFA
252
Transamerica Financial Advisors
Florida
-$97 -2 Closed
OC
253
Optima Capital
Oregon
-$48 -1 Closed