Who Owns Reaves Utility Income Fund (UTG)?Hedge Fund & Institutional Holders

$40.21+0.08 (+0.20%)TechnologyAMEX

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$6.122339000390003e+202T

% of Float Held

—

QoQ Change in Holders

+15 / -1

Price History

$29.08$32.31$35.54$38.77$42.00Sep 24Jun 25Mar 26

UTG — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
COMMONWEALTH EQUITY SERVICES, LLCNew Position+530K+$19.0M
Magnus Financial Group LLCNew Position+232K+$8.5M
OAK FAMILY ADVISORS, LLCNew Position+224K+$8.2M
Sterling Investment Advisors, Ltd.New Position+189K+$6.9M
Wealthspire Advisors, LLCNew Position+144K+$5.0M
HBW ADVISORY SERVICES LLCNew Position+109K+$4.0M
REAVES W H & CO INCNew Position+83K+$3.0M
Janney Montgomery Scott LLCNew Position+107K+$3.0M
WEALTH EFFECTS LLCNew Position+77K+$2.8M
Smith Asset Management Co., LLCNew Position+77K+$2.8M
J.W. COLE ADVISORS, INC.New Position+358K+$2.6M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+66K+$2.5M
Sanctuary Advisors, LLCNew Position+71K+$2.5M
OPPENHEIMER & CO INCNew Position+64K+$2.4M
Sowell Financial Services LLCNew Position+55K+$2.0M

UTG — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
BANK OF AMERICA CORP /DE/Decreased-25K-$43.4B
Cornerstone Advisors, LLCDecreased-474K-$30.4B
AMERIPRISE FINANCIAL INCDecreased-9K-$15.0B
CAPTRUST FINANCIAL ADVISORSDecreased-13K-$14.1B
Cetera Investment AdvisersDecreased-11K-$7.1B
GUGGENHEIM CAPITAL LLCDecreased-28K-$6.4B
JBR Co Financial Management IncDecreased-2K-$5.7B
Private Advisor Group, LLCDecreased-2K-$5.6B
Mariner, LLCDecreased-10K-$5.1B
NewEdge Advisors, LLCDecreased-21K-$4.5B
NWF Advisory Services Inc.Decreased-76K-$3.4B
LongView Wealth ManagementDecreased-2K-$2.8B
Consolidated Portfolio Review CorpClosed Position-65K-$2.6B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-54K-$2.2B
NBC SECURITIES, INC.Decreased-99-$2.1B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Anchor Investment Management, LLC1,674$61.2M0.00%Share
2BANK OF AMERICA CORP /DE/1,066,483$39.0M0.00%Share
3MORGAN STANLEY1,066,289$39.0M0.00%Share
4LPL Financial LLC779,445$28.0M0.01%Share
5COMMONWEALTH EQUITY SERVICES, LLC530,176$19.0M0.03%Share
6ROYAL BANK OF CANADA472,391$17.0M0.00%Share
7WELLS FARGO & COMPANY/MN361,411$13.0M0.00%Share
8AMERIPRISE FINANCIAL INC368,332$13.0M0.00%Share
9CAPTRUST FINANCIAL ADVISORS343,166$12.0M0.02%Share
10WELLS FARGO & COMPANY/MN317,881$11.0M0.00%Share
11STIFEL FINANCIAL CORP283,605$10.0M0.01%Share
12Cornerstone Advisors, LLC294,426$10.0M0.33%Share
13Magnus Financial Group LLC231,728$8.5M0.65%Share
14OAK FAMILY ADVISORS, LLC224,222$8.2M2.25%Share
15UBS Group AG221,094$8.1M0.00%Share
16RAYMOND JAMES FINANCIAL INC198,239$7.0M0.00%Share
17Sterling Investment Advisors, Ltd.189,328$6.9M1.28%Share
18OSAIC HOLDINGS, INC.172,379$6.0M0.01%Share
19Cetera Investment Advisers168,570$6.0M0.01%Share
20JBR Co Financial Management Inc142,112$5.2M2.18%Share
21Lido Advisors, LLC150,035$5.0M0.01%Share
22Wealthspire Advisors, LLC144,310$5.0M0.04%Share
23Private Advisor Group, LLC139,147$5.0M0.02%Share
24GUGGENHEIM CAPITAL LLC133,534$4.0M0.03%Share
25RAYMOND JAMES FINANCIAL INC115,327$4.0M0.00%Share
26Mariner, LLC118,984$4.0M0.00%Share
27HBW ADVISORY SERVICES LLC109,016$4.0M0.43%Share
28REAVES W H & CO INC83,326$3.0M0.05%Share
29Tradition Wealth Management, LLC82,345$3.0M0.22%Share
30Janney Montgomery Scott LLC107,242$3.0M0.01%Share
31Cambridge Investment Research Advisors, Inc.95,862$3.0M0.01%Share
32NewEdge Advisors, LLC91,803$3.0M0.01%Share
33OSAIC HOLDINGS, INC.82,929$3.0M0.00%Share
34WEALTH EFFECTS LLC77,110$2.8M0.88%Share
35Smith Asset Management Co., LLC77,007$2.8M2.32%Share
36J.W. COLE ADVISORS, INC.358,292$2.6M0.06%Share
37WEALTH ENHANCEMENT ADVISORY SERVICES, LLC66,348$2.5M0.00%Share
38LongView Wealth Management67,315$2.5M0.60%Share
39OPPENHEIMER & CO INC64,447$2.4M0.03%Share
40World Investment Advisors63,041$2.2M0.04%Share
41Sowell Financial Services LLC54,726$2.0M0.07%Share
42CENTAURUS FINANCIAL, INC.56,617$2.0M0.09%Share
43NBC SECURITIES, INC.52,137$1.9M0.14%Share
44Strategic Family Wealth Counselors, L.L.C.49,691$1.8M0.41%Share
45GRIFFIN ASSET MANAGEMENT, INC.49,809$1.8M0.20%Share
46Kercheville Advisors, LLC47,990$1.8M0.48%Share
47Stratos Wealth Partners, LTD.49,665$1.8M0.02%Share
48NWF Advisory Services Inc.46,809$1.7M0.19%Share
49Wright Wealth LLC42,565$1.6M1.02%Share
50Aegis Wealth Management, Inc.42,266$1.5M1.21%Share

UTG Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025233$470.7M+96
Q3 2025137$367.5B-58
Q2 2025195$315.9B-6
Q1 2025201$327.7B+28
Q4 2024173$23.8T+35
Q3 2024138$158.0T+19
Q2 2024119$114.6T+7
Q1 2024112$104.5T—

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As of Q4 2025, 50 institutional investors hold UTG (Reaves Utility Income Fund). The largest holder is Anchor Investment Management, LLC with $61.2M in shares. This quarter, 15 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own UTG?

As of Q4 2025, 50 institutional investors report holding UTG (Reaves Utility Income Fund) in their 13F filings.

Who is the largest institutional holder of UTG?

The largest institutional holder of UTG is Anchor Investment Management, LLC with $61.2M in shares.

Is institutional ownership of UTG increasing or decreasing?

This quarter, 15 institutions opened new positions in UTG and 1 closed their positions.