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224 hedge funds and large institutions have $734M invested in Unitil in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 56 increasing their positions, 91 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

853% more call options, than puts

Call options by funds: $162K | Put options by funds: $17K

182% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 11

9% more funds holding

Funds holding: 206224 (+18)

6% more capital invested

Capital invested by funds: $694M → $734M (+$39.5M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.86% less ownership

Funds ownership: 79.12%78.26% (-0.86%)

38% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 91

Holders
224
Holders Change
+18
Holders Change %
+8.74%
% of All Funds
3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
56
Reduced
91
Closed
11
Calls
$162K
Puts
$17K
Net Calls
+$145K
Net Calls Change
+$205K
Name Holding Trade Value Shares
Change
Change in
Stake
Ohio Public Employees Retirement System (OPERS)
176
Ohio Public Employees Retirement System (OPERS)
Ohio
$20K +$550 +10 +3%
WPA
177
Wealth Preservation Advisors
Tennessee
$17.3K +$16.5K +300 New
PSB
178
Piscataqua Savings Bank
New Hampshire
$17.3K
RA
179
Rise Advisors
New York
$16.6K +$15.8K +288 New
VCM
180
Versant Capital Management
Arizona
$16.3K
Jones Financial Companies
181
Jones Financial Companies
Missouri
$16.1K +$110 +2 +0.7%
SCM
182
Sterling Capital Management
North Carolina
$15.9K -$13K -237 -46%
WSFS
183
Wilmington Savings Fund Society
Delaware
$15K
SPIA
184
Steward Partners Investment Advisory
New York
$14.4K
HI
185
Harbour Investments
Wisconsin
$13.6K
MPWT
186
MassMutual Private Wealth & Trust
Connecticut
$13.6K +$550 +10 +4%
CIBC Private Wealth Group
187
CIBC Private Wealth Group
Georgia
$12.2K -$1.1K -20 -8%
Fifth Third Bancorp
188
Fifth Third Bancorp
Ohio
$11.3K +$2.64K +48 +32%
EB
189
Eastern Bank
Massachusetts
$10.2K
BTI
190
Blue Trust Inc
Georgia
$9.69K
GWP
191
Gen-Wealth Partners
Michigan
$9.69K
TCOV
192
Trust Company of Vermont
Vermont
$8.65K
FHA
193
First Horizon Advisors
Tennessee
$8.31K +$495 +9 +7%
HPC
194
HM Payson & Co
Maine
$8.19K
UB
195
UMB Bank
Missouri
$8.19K +$1.71K +31 +28%
ACM
196
Aster Capital Management
United Arab Emirates
$5.61K +$5.5K +100 New
Bessemer Group
197
Bessemer Group
New Jersey
$5K -$4.51K -82 -47%
CAL
198
Capital Advisors Ltd
Ohio
$5K -$55 -1 -1%
FFO
199
Fortitude Family Office
Arizona
$4.96K
HNW
200
High Note Wealth
Minnesota
$4.79K -$275 -5 -6%

UTL Hedge Fund Activity: Q1 2025 in Review

224 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q1 2025, worth a combined $734M — up 5.7% from $694M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new UTL positions and 11 closed out — a net gain of 20 holders — while 56 added to existing stakes and 91 trimmed.

The largest buyer was Vanguard Group, adding an estimated $4.52M. The largest seller was BlackRock, cutting an estimated $10.3M.

  • 224 institutional investors held Unitil (UTL) as of Q1 2025, up from 206 in Q4 2024.
  • Funds reported $734M of Unitil stock for Q1 2025, up 5.7% quarter-over-quarter.
  • 31 funds opened new Unitil positions in Q1 2025 and 11 closed out, a net change of +20 holders.
  • The largest Unitil buyer in Q1 2025 was Vanguard Group, an estimated $4.52M added.
  • The largest Unitil seller in Q1 2025 was BlackRock, an estimated $10.3M sold.

Based on aggregated 13F filings for Q1 2025.