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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
BlackRock
1
BlackRock
New York
$151M +$3.07M +55,327 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$73.1M +$2.06M +37,094 +3%
State Street
3
State Street
Massachusetts
$41M +$1.9M +34,215 +5%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$37.4M +$6M +108,254 +18%
JP Morgan Chase
5
JP Morgan Chase
New York
$30.9M +$1.32M +23,820 +4%
Renaissance Technologies
6
Renaissance Technologies
New York
$22.7M +$105K +1,900 +0.4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$20.1M +$267K +4,824 +1%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$19.7M -$958K -17,276 -4%
BTW
9
Boston Trust Walden
Massachusetts
$19.5M -$508K -9,155 -2%
FCM
10
Frontier Capital Management
Massachusetts
$18.8M +$5.61M +101,114 +39%
ACB
11
Aristotle Capital Boston
Massachusetts
$15.4M -$436K -7,860 -3%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$10.3M +$40.7K +734 +0.4%
Morgan Stanley
13
Morgan Stanley
New York
$10.1M -$527K -9,509 -5%
Charles Schwab
14
Charles Schwab
California
$9.99M +$1.28M +23,069 +14%
Northern Trust
15
Northern Trust
Illinois
$9.01M -$108K -1,954 -1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$8.42M -$682K -12,307 -7%
CA
17
CSM Advisors
Pennsylvania
$6.64M +$7.06M +127,430 New
ProShare Advisors
18
ProShare Advisors
Maryland
$6.18M -$760K -13,716 -10%
N
19
Nuveen
North Carolina
$5.99M -$797K -14,373 -11%
Invesco
20
Invesco
Georgia
$5.72M -$185K -3,338 -3%
Hotchkis & Wiley Capital Management
21
Hotchkis & Wiley Capital Management
California
$5.66M -$238K -4,300 -4%
Qube Research & Technologies (QRT)
22
Qube Research & Technologies (QRT)
United Kingdom
$5.6M +$942K +16,993 +19%
UBS Group
23
UBS Group
Switzerland
$5.48M +$2.06M +37,226 +55%
Bank of America
24
Bank of America
North Carolina
$4.72M +$1.02M +18,346 +25%
SEI Investments
25
SEI Investments
Pennsylvania
$4.71M -$148K -2,668 -3%

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.