Who Owns Duff & Phelps Utility and Infrastructure Fund Inc. (DPG)?Hedge Fund & Institutional Holders
Institutional Holders
50
as of Q4 2025
Total Institutional Value
$1.3000000120000005e+256T
% of Float Held
—
QoQ Change in Holders
+11 / -9
Price History
DPG — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | New Position | +73K | +$931.0M |
| Saba Capital Management, L.P. | New Position | +71K | +$906.0M |
| Zimmer Partners, LP | Increased | +55K | +$695.5M |
| Thomas J. Herzfeld Advisors, Inc. | Increased | +49K | +$532.5M |
| CASCADE INVESTMENT GROUP, INC. | New Position | +35K | +$440.0M |
| Elm3 Financial Group, LLC | New Position | +33K | +$420.0M |
| WOLVERINE ASSET MANAGEMENT LLC | New Position | +30K | +$375.0M |
| NWAM LLC | New Position | +27K | +$361.0M |
| Logan Stone Capital, LLC | New Position | +15K | +$188.0M |
| Catalina Capital Group, LLC | New Position | +13K | +$165.0M |
| B. Riley Wealth Advisors, Inc. | New Position | +10K | +$131.0M |
| Concorde Asset Management, LLC | Increased | +10K | +$120.6M |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | Increased | +7K | +$61.2M |
| CoreCap Advisors, LLC | New Position | +3K | +$33.0M |
| J.W. COLE ADVISORS, INC. | New Position | +284K | +$28.0M |
DPG — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Karpus Management, Inc. | Closed Position | -768K | -$9.9B |
| Kanen Wealth Management LLC | Closed Position | -506K | -$6.6B |
| Consolidated Portfolio Review Corp | Closed Position | -167K | -$2.2B |
| OSAIC HOLDINGS, INC. | Decreased | -9K | -$829.7M |
| RFG Advisory, LLC | Decreased | -2K | -$293.9M |
| UBS Group AG | Decreased | -18K | -$293.5M |
| United Advisor Group, LLC | Decreased | -17K | -$283.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Closed Position | -18K | -$234.6M |
| NWF Advisory Services Inc. | Closed Position | -23K | -$224.0M |
| AQR CAPITAL MANAGEMENT LLC | Decreased | -2K | -$187.2M |
| Rockefeller Capital Management L.P. | Closed Position | -5K | -$64.5M |
| ARMSTRONG ADVISORY GROUP, INC | Closed Position | -1K | -$14.4M |
| Estabrook Capital Management | Closed Position | -510 | -$6.6M |
| Advisory Services Network, LLC | Closed Position | -287 | -$3.7M |
| COMERICA BANK | Decreased | -142 | -$2.9M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Advisors Asset Management, Inc. | 1,079,379 | $13.0B | 0.22% | Share |
| 2 | WELLS FARGO & COMPANY/MN | 1,017,933 | $12.0B | 0.00% | Share |
| 3 | Thomas J. Herzfeld Advisors, Inc. | 469,477 | $6.0B | 2.02% | Share |
| 4 | United Advisor Group, LLC | 336,702 | $4.3B | 0.53% | Share |
| 5 | RAYMOND JAMES FINANCIAL INC | 318,858 | $4.0B | 0.00% | Share |
| 6 | WELLS FARGO & COMPANY/MN | 335,428 | $4.0B | 0.00% | Share |
| 7 | UBS Group AG | 270,071 | $3.4B | 0.00% | Share |
| 8 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 167,434 | $2.1B | 0.38% | Share |
| 9 | ROYAL BANK OF CANADA | 191,072 | $2.0B | 0.00% | Share |
| 10 | Zimmer Partners, LP | 83,200 | $1.1B | 0.03% | Share |
| 11 | FIRST TRUST ADVISORS LP | 109,000 | $1.0B | 0.00% | Share |
| 12 | RAYMOND JAMES FINANCIAL INC | 102,665 | $1.0B | 0.00% | Share |
| 13 | Hennion & Walsh Asset Management, Inc. | 73,286 | $931.0M | 0.03% | Share |
| 14 | Saba Capital Management, L.P. | 71,298 | $906.0M | 0.03% | Share |
| 15 | Concorde Asset Management, LLC | 57,520 | $731.0M | 0.29% | Share |
| 16 | Invesco Ltd. | 50,427 | $640.0M | 0.00% | Share |
| 17 | CASCADE INVESTMENT GROUP, INC. | 34,650 | $440.0M | 0.29% | Share |
| 18 | Elm3 Financial Group, LLC | 33,055 | $420.0M | 0.35% | Share |
| 19 | Wealth Advisors of Tampa Bay, LLC | 32,000 | $406.0M | 0.14% | Share |
| 20 | WOLVERINE ASSET MANAGEMENT LLC | 29,538 | $375.0M | 0.00% | Share |
| 21 | NWAM LLC | 27,291 | $361.0M | 0.02% | Share |
| 22 | Logan Stone Capital, LLC | 14,856 | $188.0M | 0.05% | Share |
| 23 | Catalina Capital Group, LLC | 13,016 | $165.0M | 0.10% | Share |
| 24 | B. Riley Wealth Advisors, Inc. | 10,355 | $131.0M | 0.01% | Share |
| 25 | CSS LLC/IL | 10,262 | $130.0M | 0.01% | Share |
| 26 | Kovitz Investment Group Partners, LLC | 10,000 | $127.0M | 0.00% | Share |
| 27 | Farther Finance Advisors, LLC | 3,887 | $49.0M | 0.00% | Share |
| 28 | CoreCap Advisors, LLC | 2,600 | $33.0M | 0.00% | Share |
| 29 | J.W. COLE ADVISORS, INC. | 283,601 | $28.0M | 0.00% | Share |
| 30 | COMERICA BANK | 2,007 | $25.0M | 0.00% | Share |
| 31 | GS Investments, Inc. | 2,000 | $25.0M | 0.01% | Share |
| 32 | MORGAN STANLEY | 1,980,317 | $25.0M | 0.00% | Share |
| 33 | ASSETMARK, INC | 1,453 | $18.0M | 0.00% | Share |
| 34 | US BANCORP \DE\ | 1,000 | $12.0M | 0.00% | Share |
| 35 | Geneos Wealth Management Inc. | 700 | $8.0M | 0.00% | Share |
| 36 | Allspring Global Investments Holdings, LLC | 498,756 | $6.3M | 0.01% | Share |
| 37 | COHEN & STEERS, INC. | 352,862 | $4.5M | 0.01% | Share |
| 38 | LPL Financial LLC | 355,576 | $4.0M | 0.00% | Share |
| 39 | Pathstone Holdings, LLC | 387,743 | $4.0M | 0.02% | Share |
| 40 | UBS Group AG | 362 | $4.0M | 0.00% | Share |
| 41 | COMERICA BANK | 164 | $2.0M | 0.00% | Share |
| 42 | NewEdge Advisors, LLC | 115,366 | $1.0M | 0.00% | Share |
| 43 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 76,265 | $969K | 0.14% | Share |
| 44 | Closed-End Fund Advisors, Inc. | 40,553 | $515K | 0.30% | Share |
| 45 | TRUIST FINANCIAL CORP | 31,589 | $401K | 0.00% | Share |
| 46 | RFG Advisory, LLC | 20,888 | $265K | 0.00% | Share |
| 47 | Chicago Partners Investment Group LLC | 16,876 | $221K | 0.01% | Share |
| 48 | SeaCrest Wealth Management, LLC | 16,301 | $206K | 0.02% | Share |
| 49 | Atlantic Union Bankshares Corp | 16,118 | $204K | 0.00% | Share |
| 50 | CWM, LLC | 12,557 | $160K | 0.00% | Share |
DPG Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 78 | $60.1B | +26 |
| Q3 2025 | 52 | $86.7B | -14 |
| Q2 2025 | 66 | $80.6B | -10 |
| Q1 2025 | 76 | $103.0B | +14 |
| Q4 2024 | 62 | $833.8B | +11 |
| Q3 2024 | 51 | $4.5T | +2 |
| Q2 2024 | 49 | $2.5T | +6 |
| Q1 2024 | 43 | $1.5T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 50 institutional investors hold DPG (Duff & Phelps Utility and Infrastructure Fund Inc.). The largest holder is Advisors Asset Management, Inc. with $13.0B in shares. This quarter, 11 institutions opened new positions and 9 closed their positions.
Frequently Asked Questions
How many hedge funds own DPG?
As of Q4 2025, 50 institutional investors report holding DPG (Duff & Phelps Utility and Infrastructure Fund Inc.) in their 13F filings.
Who is the largest institutional holder of DPG?
The largest institutional holder of DPG is Advisors Asset Management, Inc. with $13.0B in shares.
Is institutional ownership of DPG increasing or decreasing?
This quarter, 11 institutions opened new positions in DPG and 9 closed their positions.