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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
SAM
201
Smartleaf Asset Management
Massachusetts
$4.51K -$2.42K -44 -36%
EWA
202
EverSource Wealth Advisors
Alabama
$3.75K +$55 +1 +2%
BIG
203
Brooklyn Investment Group
New York
$2.83K +$2.7K +49 New
PA
204
Parallel Advisors
California
$2.78K -$1.16K -21 -30%
AAP
205
Arax Advisory Partners
Colorado
$2.42K +$2.31K +42 New
S
206
Sachetta
Massachusetts
$2.19K
HWM
207
Hemington Wealth Management
Virginia
$2K
LC
208
Lindbrook Capital
California
$1.96K
QL
209
Quarry LP
New York
$1.79K +$1.71K +31 New
FFA
210
Farther Finance Advisors
California
$1.46K
SO
211
Sierra Ocean
California
$1.21K
SS
212
SBI Securities
Japan
$1.21K +$935 +17 +425%
RIL
213
Rothschild Investment LLC
Illinois
$1.15K -$275 -5 -20%
C
214
Covestor
United Kingdom
$1K +$825 +15 +750%
FNWA
215
Financial Network Wealth Advisors
Utah
$923 +$880 +16 New
CA
216
CoreCap Advisors
Michigan
$865 +$825 +15 New
FMII
217
Farmers & Merchants Investments Inc
Nebraska
$750
BIA
218
Bell Investment Advisors
California
$693
LFG
219
Larson Financial Group
Missouri
$692 +$550 +10 +500%
CPG
220
Cornerstone Planning Group
New Jersey
$646
SC
221
Stephens Consulting
Michigan
$577 +$550 +10 New
PFBT
222
Parkside Financial Bank & Trust
Missouri
$289
HNB
223
Huntington National Bank
Ohio
$288
WG
224
Winton Group
United Kingdom
-$1.04M -19,148 Closed
ECM
225
ExodusPoint Capital Management
New York
-$441K -8,147 Closed

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.