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Unitil
UTL

217 hedge funds and large institutions have $697M invested in Unitil in 2025 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 94 increasing their positions, 65 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 65

1.69% more ownership

Funds ownership: 80.61% → 82.3% (+1.7%)

2% more capital invested

Capital invested by funds: $684M → $697M (+$13.1M)

7% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 27

1% less funds holding

Funds holding: 220 → 217 (-3)

Holders
217
Holders Change
-3
Holders Change %
-1.36%
% of All Funds
2.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
94
Reduced
65
Closed
27
Calls
$349K
Puts
–
Net Calls
+$349K
Net Calls Change
+$349K

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$13.9M
2
WHRC
W.H. Reaves & Co
New Jersey
+$13.4M
3
BlackRock
BlackRock
New York
+$8.76M
4
HHAM
HITE Hedge Asset Management
Massachusetts
+$8.5M
5
FCM
Frontier Capital Management
Massachusetts
+$5.01M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$4.68M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.23M
3
TI
Trexquant Investment
Connecticut
-$1.57M
4
UBS AM
UBS AM
Illinois
-$1.56M
5
UBS Group
UBS Group
Switzerland
-$1.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
Franklin Resources
51
Franklin Resources
California
$2.11M -$332K -6,806 -13%
Raymond James Financial
52
Raymond James Financial
Florida
$2.11M +$54.6K +1,118 +3%
ETC
53
Exchange Traded Concepts
Oklahoma
$2.09M +$1.41M +28,973 +196%
WCM
54
Wedge Capital Management
North Carolina
$2.06M +$563K +11,534 +36%
WAM
55
Wernau Asset Management
Massachusetts
$2.04M +$51.3K +1,051 +3%
Deutsche Bank
56
Deutsche Bank
Germany
$1.9M +$293K +6,005 +18%
ACA
57
Anchor Capital Advisors
Massachusetts
$1.86M +$386K +7,914 +26%
AAS
58
Annex Advisory Services
Wisconsin
$1.72M -$293K -5,997 -14%
MAM
59
Martingale Asset Management
Massachusetts
$1.64M +$57.9K +1,187 +4%
NSIM
60
North Star Investment Management
Illinois
$1.6M – – –
DIM
61
DC Investments Management
Virginia
$1.57M – – –
First Manhattan
62
First Manhattan
New York
$1.54M -$117K -2,400 -7%
Swiss National Bank
63
Swiss National Bank
Switzerland
$1.51M +$24.4K +500 +2%
Osaic Holdings
64
Osaic Holdings
Arizona
$1.43M -$659K -13,498 -31%
Barclays
65
Barclays
United Kingdom
$1.42M -$351K -7,184 -19%
Squarepoint
66
Squarepoint
New York
$1.38M +$1.4M +28,750 New
Canada Life
67
Canada Life
Manitoba, Canada
$1.3M +$115K +2,347 +9%
AAM
68
Advisors Asset Management
Colorado
$1.23M +$152K +3,105 +14%
Comerica Bank
69
Comerica Bank
Texas
$1.19M +$321K +6,577 +36%
VOYA Investment Management
70
VOYA Investment Management
Georgia
$1.09M -$149K -3,048 -12%
M&T Bank
71
M&T Bank
New York
$941K -$5.32K -109 -0.6%
MSRPS
72
Maryland State Retirement & Pension System
Maryland
$906K -$22.5K -461 -2%
Verition Fund Management
73
Verition Fund Management
Connecticut
$856K +$432K +8,843 +98%
Prudential Financial
74
Prudential Financial
New Jersey
$854K +$41.9K +858 +5%
Walleye Capital
75
Walleye Capital
New York
$829K +$616K +12,620 +268%
1 2
3
4 5

UTL Hedge Fund Activity: Q3 2025 in Review

217 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q3 2025, worth a combined $697M — up 1.9% from $684M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of UTL and 25 opened new positions — a net loss of 2 holders — while 65 trimmed existing stakes and 94 added.

The largest buyer was Wellington Management Group, adding an estimated $13.9M. The largest seller was State Street, cutting an estimated $4.68M.

  • 217 institutional investors held Unitil (UTL) as of Q3 2025, down from 220 in Q2 2025.
  • Funds reported $697M of Unitil stock for Q3 2025, up 1.9% quarter-over-quarter.
  • 25 funds opened new Unitil positions in Q3 2025 and 27 closed out, a net change of -2 holders.
  • The largest Unitil buyer in Q3 2025 was Wellington Management Group, an estimated $13.9M added.
  • The largest Unitil seller in Q3 2025 was State Street, an estimated $4.68M sold.

Based on aggregated 13F filings for Q3 2025.