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Unitil
UTL

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: 220 → 217 (-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

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$13.9M
2
WHRC
W.H. Reaves & Co
New Jersey
+$13.4M
3
BlackRock
BlackRock
New York
+$8.76M
4
HHAM
HITE Hedge Asset Management
Massachusetts
+$8.5M
5
FCM
Frontier Capital Management
Massachusetts
+$5.01M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$4.68M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.23M
3
TI
Trexquant Investment
Connecticut
-$1.57M
4
UBS AM
UBS AM
Illinois
-$1.56M
5
UBS Group
UBS Group
Switzerland
-$1.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
176
Rise Advisors
New York
$13.8K – – –
UB
177
UMB Bank
Missouri
$13.6K +$10.3K +212 +294%
HFS
178
Hantz Financial Services
Michigan
$13K +$3.47K +71 +36%
CIBC Private Wealth Group
179
CIBC Private Wealth Group
Georgia
$12.6K +$2.15K +44 +20%
AAP
180
Arax Advisory Partners
Colorado
$12.5K +$10.7K +219 +521%
HI
181
Harbour Investments
Wisconsin
$11.3K – – –
MPWT
182
MassMutual Private Wealth & Trust
Connecticut
$10.9K +$1.07K +22 +11%
SL
183
Salomon & Ludwin
Virginia
$9.31K +$9.71K +199 New
EB
184
Eastern Bank
Massachusetts
$8.42K – – –
BTI
185
Blue Trust Inc
Georgia
$8.04K – – –
GWP
186
Gen-Wealth Partners
Michigan
$8.04K – – –
TCOV
187
Trust Company of Vermont
Vermont
$7.18K – – –
HPC
188
HM Payson & Co
Maine
$6.8K – – –
FFA
189
Farther Finance Advisors
California
$6.37K +$5.08K +104 +359%
Bessemer Group
190
Bessemer Group
New Jersey
$6K +$2.54K +52 +57%
Fifth Third Bancorp
191
Fifth Third Bancorp
Ohio
$5.41K -$1.42K -29 -20%
BCPWM
192
Bradley & Co Private Wealth Management
Florida
$5.07K +$5.17K +106 New
Optiver Holding
193
Optiver Holding
Netherlands
$4.21K +$4.3K +88 New
Simplex Trading
194
Simplex Trading
Illinois
$4K +$4.88K +100 New
SAM
195
Smartleaf Asset Management
Massachusetts
$3.22K +$49 +1 +1%
CAL
196
Capital Advisors Ltd
Ohio
$2K -$2.05K -42 -51%
VCM
197
Versant Capital Management
Arizona
$1.82K -$12.4K -255 -87%
S
198
Sachetta
Massachusetts
$1.82K – – –
AF
199
Allworth Financial
California
$1.44K -$2.25K -46 -61%
IA
200
IFP Advisors
Florida
$1.39K -$3.71K -76 -72%
6 7
8
9 10

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.