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Unitil
UTL

Overview Fund Activity

217 hedge funds and large institutions have $684M invested in Unitil in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 93 increasing their positions, 59 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
-7
Holders Change %
-3.13%
% of All Funds
2.91%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
27
Increased
93
Reduced
59
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
CSM Advisors
Pennsylvania
+$6.64M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$5.65M
3
FCM
Frontier Capital Management
Massachusetts
+$5.27M
4
BlackRock
BlackRock
New York
+$2.89M
5
UBS Group
UBS Group
Switzerland
+$1.94M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$5M
2
WAM
Wakefield Asset Management
Colorado
-$1.02M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$901K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$835K
5
CCIA
Campbell & Co Investment Adviser
Maryland
-$822K
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
176
Rise Advisors
New York
$15K – – –
Jones Financial Companies
177
Jones Financial Companies
Missouri
$14.9K +$315 +6 +2%
BIG
178
Brooklyn Investment Group
New York
$12.5K +$9.91K +190 +388%
HI
179
Harbour Investments
Wisconsin
$12.3K – – –
CIBC Private Wealth Group
180
CIBC Private Wealth Group
Georgia
$11.4K – – –
MPWT
181
MassMutual Private Wealth & Trust
Connecticut
$10.7K -$1.51K -29 -12%
HFS
182
Hantz Financial Services
Michigan
$10K +$9.74K +190 +3,800%
EB
183
Eastern Bank
Massachusetts
$9.18K – – –
GWP
184
Gen-Wealth Partners
Michigan
$8.76K – – –
BTI
185
Blue Trust Inc
Georgia
$8.76K – – –
TCOV
186
Trust Company of Vermont
Vermont
$7.82K – – –
Fifth Third Bancorp
187
Fifth Third Bancorp
Ohio
$7.41K -$2.82K -54 -28%
IA
188
IFP Advisors
Florida
$5.89K +$5.89K +105 New
TPWA
189
Twin Peaks Wealth Advisors
California
$5.49K +$5.49K +108 New
Bessemer Group
190
Bessemer Group
New Jersey
$5K – – –
FFO
191
Fortitude Family Office
Arizona
$4.49K – – –
LFG
192
Larson Financial Group
Missouri
$4.07K +$3.44K +66 +550%
CAL
193
Capital Advisors Ltd
Ohio
$4K – – –
AF
194
Allworth Financial
California
$3.96K +$3.96K +76 New
UB
195
UMB Bank
Missouri
$3.76K -$3.65K -70 -49%
W
196
WealthCollab
Washington
$3.65K +$3.65K +70 New
SAM
197
Smartleaf Asset Management
Massachusetts
$3.51K -$576 -11 -14%
PA
198
Parallel Advisors
California
$2.3K -$209 -4 -8%
AAP
199
Arax Advisory Partners
Colorado
$2.19K – – –
HWM
200
Hemington Wealth Management
Virginia
$2K -$182 -4 -8%
6 7
8
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