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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
HAI
76
Hennessy Advisors Inc
California
$798K -$5.54K -100 -0.6%
Citigroup
77
Citigroup
New York
$786K -$489K -8,826 -37%
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$779K -$9.65K -174 -1%
ETC
79
Exchange Traded Concepts
Oklahoma
$771K +$15.7K +284 +2%
T. Rowe Price Associates
80
T. Rowe Price Associates
Maryland
$719K +$59.2K +1,067 +8%
Wells Fargo
81
Wells Fargo
California
$717K +$29.3K +528 +4%
HSBC Holdings
82
HSBC Holdings
United Kingdom
$651K +$372K +6,716 +114%
Commonwealth Equity Services
83
Commonwealth Equity Services
Massachusetts
$650K +$1.89K +34 +0.3%
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
$642K +$11.5K +208 +2%
State of Wisconsin Investment Board
85
State of Wisconsin Investment Board
Wisconsin
$641K -$81K -1,461 -11%
Thrivent Financial for Lutherans
86
Thrivent Financial for Lutherans
Minnesota
$623K +$942 +17 +0.1%
EA
87
Ellsworth Advisors
Ohio
$618K +$11.3K +203 +2%
SO
88
STRS Ohio
Ohio
$610K +$44.4K +800 +7%
Teacher Retirement System of Texas
89
Teacher Retirement System of Texas
Texas
$600K -$22.8K -411 -3%
Envestnet Asset Management
90
Envestnet Asset Management
Illinois
$592K +$13.7K +247 +2%
AQR Capital Management
91
AQR Capital Management
Connecticut
$590K -$42.2K -761 -6%
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$574K +$3.55K +64 +0.6%
Boston Partners
93
Boston Partners
Massachusetts
$571K +$53.9K +972 +10%
State of Tennessee, Department of Treasury
94
State of Tennessee, Department of Treasury
Tennessee
$541K +$9.98K +180 +2%
Connor, Clark & Lunn Investment Management (CC&L)
95
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$512K +$544K +9,813 New
Mariner
96
Mariner
Kansas
$507K +$272K +4,910 +102%
Stifel Financial
97
Stifel Financial
Missouri
$505K +$537K +9,690 New
SOADOR
98
State of Alaska Department of Revenue
Alaska
$503K +$36.2K +653 +7%
MIM
99
MetLife Investment Management
New Jersey
$498K
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$493K -$7.76K -140 -1%

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.