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Unitil
UTL

Overview Fund Activity

215 hedge funds and large institutions have $682M invested in Unitil in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 93 increasing their positions, 58 reducing their positions, and 30 closing their positions.

Holders
215
Holders Change
-9
Holders Change %
-4.02%
% of All Funds
2.89%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
27
Increased
93
Reduced
58
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
CSM Advisors
Pennsylvania
$6.64M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$37.4M
3
FCM
3
Frontier Capital Management
Massachusetts
$18.8M
4
BlackRock
4
BlackRock
New York
$151M
5
UBS Group
5
UBS Group
Switzerland
$5.48M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$0
2
WAM
2
Wakefield Asset Management
Colorado
$0
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$19.7M
4
CCIA
4
Campbell & Co Investment Adviser
Maryland
$0
5
NL
5
Nuveen LLC
North Carolina
$5.99M
Name Market Value Shares Shares
Change 		Shares
Change %
RA
176
Rise Advisors
New York
$15K 288 – –
Jones Financial Companies
177
Jones Financial Companies
Missouri
$14.9K 284 +6 +2%
BIG
178
Brooklyn Investment Group
New York
$12.5K 239 +190 +388%
HI
179
Harbour Investments
Wisconsin
$12.3K 236 – –
CIBC Private Wealth Group
180
CIBC Private Wealth Group
Georgia
$11.4K 219 – –
MPWT
181
MassMutual Private Wealth & Trust
Connecticut
$10.7K 206 -29 -12%
HFS
182
Hantz Financial Services
Michigan
$10K 195 +190 +3,800%
EB
183
Eastern Bank
Massachusetts
$9.18K 176 – –
BTI
184
Blue Trust Inc
Georgia
$8.76K 168 – –
GWP
185
Gen-Wealth Partners
Michigan
$8.76K 168 – –
TCOV
186
Trust Company of Vermont
Vermont
$7.82K 150 – –
Fifth Third Bancorp
187
Fifth Third Bancorp
Ohio
$7.41K 142 -54 -28%
IA
188
IFP Advisors
Florida
$5.89K 105 +105 New
TPWA
189
Twin Peaks Wealth Advisors
California
$5.49K 108 +108 New
Bessemer Group
190
Bessemer Group
New Jersey
$5K 91 – –
FFO
191
Fortitude Family Office
Arizona
$4.49K 86 – –
LFG
192
Larson Financial Group
Missouri
$4.07K 78 +66 +550%
CAL
193
Capital Advisors Ltd
Ohio
$4K 82 – –
AF
194
Allworth Financial
California
$3.96K 76 +76 New
UB
195
UMB Bank
Missouri
$3.76K 72 -70 -49%
W
196
WealthCollab
Washington
$3.65K 70 +70 New
SAM
197
Smartleaf Asset Management
Massachusetts
$3.51K 67 -11 -14%
PA
198
Parallel Advisors
California
$2.3K 44 -4 -8%
AAP
199
Arax Advisory Partners
Colorado
$2.19K 42 – –
HWM
200
Hemington Wealth Management
Virginia
$2K 44 -4 -8%
6 7
8
9 10