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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
VCM
176
Versant Capital Management
Arizona
$15.3K +$554 +10 +4%
RA
177
Rise Advisors
New York
$15K
Jones Financial Companies
178
Jones Financial Companies
Missouri
$14.9K +$333 +6 +2%
BIG
179
Brooklyn Investment Group
New York
$12.5K +$10.5K +190 +388%
HI
180
Harbour Investments
Wisconsin
$12.3K
CIBC Private Wealth Group
181
CIBC Private Wealth Group
Georgia
$11.4K
MPWT
182
MassMutual Private Wealth & Trust
Connecticut
$10.7K -$1.61K -29 -12%
HFS
183
Hantz Financial Services
Michigan
$10K +$10.5K +190 +3,800%
EB
184
Eastern Bank
Massachusetts
$9.18K
BTI
185
Blue Trust Inc
Georgia
$8.76K
GWP
186
Gen-Wealth Partners
Michigan
$8.76K
TCOV
187
Trust Company of Vermont
Vermont
$7.82K
HPC
188
HM Payson & Co
Maine
$7.41K
Fifth Third Bancorp
189
Fifth Third Bancorp
Ohio
$7.41K -$2.99K -54 -28%
IA
190
IFP Advisors
Florida
$5.89K +$5.82K +105 New
TPWA
191
Twin Peaks Wealth Advisors
California
$5.49K +$5.99K +108 New
Bessemer Group
192
Bessemer Group
New Jersey
$5K
FFO
193
Fortitude Family Office
Arizona
$4.49K
LFG
194
Larson Financial Group
Missouri
$4.07K +$3.66K +66 +550%
CAL
195
Capital Advisors Ltd
Ohio
$4K
AF
196
Allworth Financial
California
$3.96K +$4.21K +76 New
UB
197
UMB Bank
Missouri
$3.75K -$3.88K -70 -49%
W
198
WealthCollab
Washington
$3.65K +$3.88K +70 New
SAM
199
Smartleaf Asset Management
Massachusetts
$3.51K -$610 -11 -14%
PA
200
Parallel Advisors
California
$2.29K -$222 -4 -8%

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.