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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
MCM
201
MAI Capital Management
Ohio
$1.39K – – –
US Bancorp
202
US Bancorp
Minnesota
$1.29K -$45.7K -937 -97%
RIL
203
Rothschild Investment LLC
Illinois
$1.2K +$244 +5 +25%
PWA
204
Physician Wealth Advisors
Utah
$1.2K +$1.22K +25 New
CA
205
Clearstead Advisors
Ohio
$1.15K +$1.17K +24 New
HWM
206
Hemington Wealth Management
Virginia
$1K -$879 -18 -41%
FNWA
207
Financial Network Wealth Advisors
Utah
$766 – – –
PFBT
208
Parkside Financial Bank & Trust
Missouri
$719 +$488 +10 +200%
EP
209
Essential Partners
California
$718 +$635 +13 +650%
BIA
210
Bell Investment Advisors
California
$575 – – –
FMII
211
Farmers & Merchants Investments Inc
Nebraska
$526 -$98 -2 -15%
WANY
212
Wealthspire Advisors (New York)
New York
$479 +$488 +10 New
PA
213
Parallel Advisors
California
$431 -$1.71K -35 -80%
CT
214
Clearstead Trust
Maine
$383 – – –
FFO
215
Fortitude Family Office
Arizona
$144 -$4.05K -83 -97%
SS
216
SBI Securities
Japan
$48 -$98 -2 -67%
TI
217
Trexquant Investment
Connecticut
– -$1.57M -30,160 Closed
Susquehanna International Group
218
Susquehanna International Group
Pennsylvania
– -$1.15M -22,085 Closed
DTL
219
Dynamic Technology Lab
Singapore
– -$964K -18,477 Closed
EA
220
Ellsworth Advisors
Ohio
– -$618K -11,842 Closed
Teacher Retirement System of Texas
221
Teacher Retirement System of Texas
Texas
– -$600K -11,505 Closed
Mariner
222
Mariner
Kansas
– -$507K -9,714 Closed
SFI
223
Susquehanna Fundamental Investments
Pennsylvania
– -$461K -8,836 Closed
I
224
InceptionR
California
– -$393K -7,536 Closed
NRD
225
Nebula Research & Development
New York
– -$353K -6,766 Closed
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.