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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
AAP
201
Arax Advisory Partners
Colorado
$2.19K
HWM
202
Hemington Wealth Management
Virginia
$2K -$222 -4 -8%
S
203
Sachetta
Massachusetts
$1.98K
MCM
204
MAI Capital Management
Ohio
$1.51K +$1.61K +29 New
FFA
205
Farther Finance Advisors
California
$1.51K +$222 +4 +16%
SO
206
Sierra Ocean
California
$1.09K
RIL
207
Rothschild Investment LLC
Illinois
$1.04K
GWM
208
Geneos Wealth Management
Colorado
$991 +$1.05K +19 New
FNWA
209
Financial Network Wealth Advisors
Utah
$834
FMII
210
Farmers & Merchants Investments Inc
Nebraska
$678
BIA
211
Bell Investment Advisors
California
$626
CPG
212
Cornerstone Planning Group
New Jersey
$539
AssetMark Inc
213
AssetMark Inc
California
$469 +$499 +9 New
CT
214
Clearstead Trust
Maine
$418 +$444 +8 New
HNB
215
Huntington National Bank
Ohio
$261
PFBT
216
Parkside Financial Bank & Trust
Missouri
$261
PWM
217
Parkworth Wealth Management
California
$261 +$277 +5 New
SS
218
SBI Securities
Japan
$156 -$998 -18 -86%
EP
219
Essential Partners
California
$104 +$111 +2 New
Millennium Management
220
Millennium Management
New York
-$5M -86,678 Closed
WAM
221
Wakefield Asset Management
Colorado
-$1.02M -17,673 Closed
CCIA
222
Campbell & Co Investment Adviser
Maryland
-$822K -14,252 Closed
Citadel Advisors
223
Citadel Advisors
Florida
-$597K -10,355 Closed
Marshall Wace
224
Marshall Wace
United Kingdom
-$515K -8,925 Closed
CF
225
Corebridge Financial
Texas
-$481K -8,346 Closed

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.