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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: 220217 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
101
Pathstone Holdings
New Jersey
$493K -$371K -7,593 -42%
Stifel Financial
102
Stifel Financial
Missouri
$468K +$4.54K +93 +1%
MIM
103
MetLife Investment Management
New Jersey
$457K
II
104
Inspire Investing
Idaho
$453K +$89.1K +1,825 +24%
Creative Planning
105
Creative Planning
Kansas
$453K +$20.3K +415 +5%
SOADOR
106
State of Alaska Department of Revenue
Alaska
$449K -$12.4K -254 -3%
Janney Montgomery Scott
107
Janney Montgomery Scott
Pennsylvania
$425K +$37.7K +772 +10%
LPL Financial
108
LPL Financial
California
$417K +$9.47K +194 +2%
IMRF
109
Illinois Municipal Retirement Fund
Illinois
$412K -$14.9K -305 -3%
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$407K -$29.5K -604 -7%
LSERS
111
Louisiana State Employees Retirement System
Louisiana
$388K +$24.4K +500 +7%
PP
112
PDT Partners
New York
$382K
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$362K -$92.6K -1,896 -20%
Mirae Asset Global ETFs Holdings
114
Mirae Asset Global ETFs Holdings
Hong Kong
$358K -$65.6K -1,343 -15%
Cerity Partners
115
Cerity Partners
New York
$356K -$8.84K -181 -2%
Janus Henderson Group
116
Janus Henderson Group
United Kingdom
$328K
State of Wisconsin Investment Board
117
State of Wisconsin Investment Board
Wisconsin
$322K -$271K -5,558 -45%
KK
118
KLP Kapitalforvaltning
Norway
$321K
Citigroup
119
Citigroup
New York
$316K -$413K -8,455 -56%
GC
120
Guggenheim Capital
Illinois
$310K -$644K -13,187 -67%
AIC
121
Aurora Investment Counsel
Georgia
$305K -$2.25K -46 -0.7%
MT
122
Midwest Trust
Kansas
$305K
NHT
123
New Hampshire Trust
New Hampshire
$305K
Mercer Global Advisors
124
Mercer Global Advisors
Colorado
$302K +$308K +6,308 New
IIM
125
INTECH Investment Management
Florida
$292K

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.