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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
NHT
126
New Hampshire Trust
New Hampshire
$333K
MT
127
Midwest Trust
Kansas
$333K +$354K +6,379 New
IIM
128
INTECH Investment Management
Florida
$319K -$679K -12,241 -67%
YCM
129
Yousif Capital Management
Michigan
$314K
SWMP
130
Signature Wealth Management Partners
New Jersey
$306K
B
131
Bailard
California
$292K +$310K +5,600 New
FCBT
132
First Citizens Bank & Trust
North Carolina
$290K +$308K +5,564 New
BHCM
133
Brevan Howard Capital Management
Jersey
$290K +$308K +5,559 New
1IA
134
1620 Investment Advisors
Massachusetts
$284K -$12.5K -225 -4%
New York State Teachers Retirement System (NYSTRS)
135
New York State Teachers Retirement System (NYSTRS)
New York
$284K +$5.54K +100 +2%
Envestnet Portfolio Solutions
136
Envestnet Portfolio Solutions
Illinois
$281K +$298K +5,382 New
BNP Paribas Financial Markets
137
BNP Paribas Financial Markets
France
$272K +$19.1K +344 +7%
EI
138
Ethic Inc
New York
$257K -$419K -7,551 -61%
New York State Common Retirement Fund
139
New York State Common Retirement Fund
New York
$252K
Public Employees Retirement Association of Colorado
140
Public Employees Retirement Association of Colorado
Colorado
$252K -$30.5K -550 -10%
ASRS
141
Arizona State Retirement System
Arizona
$247K +$5.38K +97 +2%
Walleye Capital
142
Walleye Capital
New York
$245K +$261K +4,702 New
AB
143
Amalgamated Bank
New York
$241K
JF
144
Jump Financial
Illinois
$238K -$7.98K -144 -3%
State Board of Administration of Florida Retirement System
145
State Board of Administration of Florida Retirement System
Florida
$234K
VEA
146
Virtus ETF Advisers
New York
$218K
COPPSERS
147
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$218K +$15.7K +284 +7%
Universal-Beteiligungs- und Servicegesellschaft
148
Universal-Beteiligungs- und Servicegesellschaft
Germany
$217K +$231K +4,170 New
BF
149
BOK Financial
Oklahoma
$217K +$4.21K +76 +2%
HF
150
HRT Financial
New York
$214K +$228K +4,109 New

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.