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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
New York State Teachers Retirement System (NYSTRS)
151
New York State Teachers Retirement System (NYSTRS)
New York
$184K -$78.1K -1,600 -29%
Fidelity Investments
152
Fidelity Investments
Massachusetts
$147K -$238K -4,876 -61%
FDCDDQ
153
Federation des caisses Desjardins du Quebec
Quebec, Canada
$128K +$4.05K +83 +3%
SOW
154
State of Wyoming
Wyoming
$120K +$26.1K +535 +27%
Daiwa Securities Group
155
Daiwa Securities Group
Japan
$76K +$77.9K +1,595 New
AIP
156
Ameritas Investment Partners
Nebraska
$64.5K -$11.7K -239 -15%
TRCT
157
Tower Research Capital (TRC)
New York
$63.4K -$45.5K -933 -41%
SCM
158
Sterling Capital Management
North Carolina
$53.2K +$33.4K +684 +160%
SAM
159
Shell Asset Management
Netherlands
$48K -$72.2K -1,480 -60%
GI
160
GAMMA Investing
California
$44.9K -$17.6K -361 -28%
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$38K -$4.69K -96 -11%
S
162
SignatureFD
Georgia
$34K +$12.5K +256 +56%
QL
163
Quarry LP
New York
$32.1K +$32.7K +670 New
CIAM
164
Caitong International Asset Management
Hong Kong
$28.7K +$29.3K +600 New
Jones Financial Companies
165
Jones Financial Companies
Missouri
$26.7K +$13.9K +284 +100%
Nisa Investment Advisors
166
Nisa Investment Advisors
Missouri
$25.5K -$11K -226 -30%
SPIA
167
Steward Partners Investment Advisory
New York
$22K
AA
168
Addison Advisors
Vermont
$20.6K -$10.5K -215 -33%
QCG
169
Quadrant Capital Group
Ohio
$17.7K +$18K +369 New
Ohio Public Employees Retirement System (OPERS)
170
Ohio Public Employees Retirement System (OPERS)
Ohio
$16.9K +$1.17K +24 +7%
ASN
171
Advisory Services Network
Georgia
$16.8K +$17.1K +350 New
CPG
172
Cornerstone Planning Group
New Jersey
$16.6K +$4.98K +102 +927%
EWA
173
EverSource Wealth Advisors
Alabama
$16K -$5.91K -121 -27%
PSB
174
Piscataqua Savings Bank
New Hampshire
$14.4K
WPA
175
Wealth Preservation Advisors
Tennessee
$14.4K

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.