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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: 220217 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$148M +$8.76M +179,398 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$70.4M +$3.36M +68,820 +5%
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$34M -$299K -6,135 -0.9%
State Street
4
State Street
Massachusetts
$33M -$4.68M -95,821 -12%
JP Morgan Chase
5
JP Morgan Chase
New York
$29.1M +$727K +14,894 +3%
Renaissance Technologies
6
Renaissance Technologies
New York
$23.2M +$2.42M +49,600 +11%
FCM
7
Frontier Capital Management
Massachusetts
$22.2M +$5.01M +102,595 +28%
BTW
8
Boston Trust Walden
Massachusetts
$19.8M +$1.93M +39,511 +11%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$19.1M +$681K +13,957 +4%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$17.7M -$422K -8,646 -2%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$14.8M +$13.9M +284,522 +1,120%
ACB
12
Aristotle Capital Boston
Massachusetts
$14.4M +$260K +5,332 +2%
WHRC
13
W.H. Reaves & Co
New Jersey
$13.2M +$13.4M +275,000 New
Northern Trust
14
Northern Trust
Illinois
$10.9M +$2.65M +54,208 +31%
Charles Schwab
15
Charles Schwab
California
$10.6M +$1.46M +29,888 +16%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$9.14M -$323K -6,611 -3%
Morgan Stanley
17
Morgan Stanley
New York
$8.89M -$376K -7,706 -4%
HHAM
18
HITE Hedge Asset Management
Massachusetts
$8.34M +$8.5M +174,218 New
CA
19
CSM Advisors
Pennsylvania
$6.76M +$678K +13,895 +11%
ProShare Advisors
20
ProShare Advisors
Maryland
$6.65M +$1M +20,533 +17%
Hotchkis & Wiley Capital Management
21
Hotchkis & Wiley Capital Management
California
$6.34M +$1.17M +23,929 +22%
Qube Research & Technologies (QRT)
22
Qube Research & Technologies (QRT)
United Kingdom
$5.77M +$646K +13,235 +12%
N
23
Nuveen
North Carolina
$5.44M -$63.7K -1,305 -1%
Invesco
24
Invesco
Georgia
$5.28M +$36.2K +741 +0.7%
SEI Investments
25
SEI Investments
Pennsylvania
$4.57M +$260K +5,324 +6%

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.