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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
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$475K +$87.2K +1,573 +21%
Creative Planning
102
Creative Planning
Kansas
$472K +$134K +2,415 +36%
Verition Fund Management
103
Verition Fund Management
Connecticut
$472K +$501K +9,046 New
IMRF
104
Illinois Municipal Retirement Fund
Illinois
$465K +$32.9K +593 +7%
SFI
105
Susquehanna Fundamental Investments
Pennsylvania
$461K -$41.9K -756 -8%
Mirae Asset Global ETFs Holdings
106
Mirae Asset Global ETFs Holdings
Hong Kong
$461K -$35.8K -646 -7%
QCM
107
Quantinno Capital Management
New York
$456K +$64K +1,155 +15%
HighTower Advisors
108
HighTower Advisors
Illinois
$445K -$122K -2,203 -21%
LPL Financial
109
LPL Financial
California
$444K +$46.1K +832 +11%
ACM
110
Aquatic Capital Management
Illinois
$431K +$252K +4,548 +122%
Janney Montgomery Scott
111
Janney Montgomery Scott
Pennsylvania
$422K +$776 +14 +0.2%
PP
112
PDT Partners
New York
$417K
Fidelity Investments
113
Fidelity Investments
Massachusetts
$415K +$279K +5,031 +172%
II
114
Inspire Investing
Idaho
$398K +$89K +1,606 +27%
Cerity Partners
115
Cerity Partners
New York
$398K -$1.11K -20 -0.3%
LSERS
116
Louisiana State Employees Retirement System
Louisiana
$396K -$5.54K -100 -1%
I
117
InceptionR
California
$393K +$418K +7,536 New
QT
118
Quantbot Technologies
New York
$366K +$294K +5,296 +309%
Janus Henderson Group
119
Janus Henderson Group
United Kingdom
$357K
NRD
120
Nebula Research & Development
New York
$353K +$375K +6,766 New
A
121
AlphaQuest
New York
$351K +$276K +4,980 +286%
KK
122
KLP Kapitalforvaltning
Norway
$349K +$44.4K +800 +14%
MPM
123
Meritage Portfolio Management
Kansas
$340K +$14.5K +262 +4%
Pictet Asset Management
124
Pictet Asset Management
Switzerland
$339K +$62.4K +1,126 +21%
AIC
125
Aurora Investment Counsel
Georgia
$335K -$5.04K -91 -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.