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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
GCP
151
GSA Capital Partners
United Kingdom
$209K -$19.3K -348 -8%
OC
152
Oppenheimer & Co
New York
$205K
YIH
153
Y-Intercept (HK)
Hong Kong
$204K +$5.82K +105 +3%
MA
154
MKT Advisors
California
$204K -$16.6K -300 -7%
OPERF
155
Oregon Public Employees Retirement Fund
Oregon
$192K
PFSRSONJ
156
Police & Firemen's Retirement System of New Jersey
New Jersey
$190K +$23.7K +428 +13%
Zurich Cantonal Bank
157
Zurich Cantonal Bank
Switzerland
$144K
FDCDDQ
158
Federation des caisses Desjardins du Quebec
Quebec, Canada
$135K +$144K +2,591 New
SAM
159
Shell Asset Management
Netherlands
$129K -$33K -596 -19%
TRCT
160
Tower Research Capital (TRC)
New York
$118K +$84.4K +1,523 +207%
SOW
161
State of Wyoming
Wyoming
$103K +$110K +1,977 New
AIP
162
Ameritas Investment Partners
Nebraska
$82.7K
GI
163
GAMMA Investing
California
$67.7K +$22.8K +412 +46%
US Bancorp
164
US Bancorp
Minnesota
$50.3K +$4.05K +73 +8%
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
$46K +$15.4K +277 +46%
Nisa Investment Advisors
166
Nisa Investment Advisors
Missouri
$39.6K +$9.76K +176 +30%
AA
167
Addison Advisors
Vermont
$33.6K +$35.8K +645 New
SPIA
168
Steward Partners Investment Advisory
New York
$23.9K +$11.6K +209 +84%
EWA
169
EverSource Wealth Advisors
Alabama
$23.7K +$21.6K +390 +600%
S
170
SignatureFD
Georgia
$23.7K +$4.93K +89 +24%
SCM
171
Sterling Capital Management
North Carolina
$22.3K +$8.48K +153 +56%
BNP Paribas Asset Management
172
BNP Paribas Asset Management
France
$19K +$20.1K +362 New
Ohio Public Employees Retirement System (OPERS)
173
Ohio Public Employees Retirement System (OPERS)
Ohio
$17.2K -$887 -16 -5%
PSB
174
Piscataqua Savings Bank
New Hampshire
$15.6K
WPA
175
Wealth Preservation Advisors
Tennessee
$15.6K

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.