Who Owns Allspring Utilities and High Income Fund (ERH)?Hedge Fund & Institutional Holders

$12.32+0.07 (+0.53%)TechnologyAMEX

Institutional Holders

33

as of Q4 2025

Total Institutional Value

$5.000374715221478e+51T

% of Float Held

QoQ Change in Holders

+9 / -3

Price History

$9.98$10.75$11.53$12.30$13.07Sep 24Jun 25Mar 26

ERH — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCNew Position+87K+$1.0M
Stratos Wealth Partners, LTD.New Position+40K+$468K
DECISION INVESTMENTS, INCNew Position+11K+$130K
CITY HOLDING CONew Position+4K+$48K
WOLVERINE ASSET MANAGEMENT LLCNew Position+3K+$31K
CoreCap Advisors, LLCNew Position+2K+$27K
CWM, LLCNew Position+553+$7K
HIGHLINE WEALTH PARTNERS LLCNew Position+250+$2K
ORG Partners LLCNew Position+10K+$0
Cambridge Investment Research Advisors, Inc.Increased+2K+$-149K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COIncreased+3K+$-9.5M
OSAIC HOLDINGS, INC.Increased+3K+$-66.0M
UBS Group AGIncreased+75+$-130.7M
Integrated Wealth Concepts LLCIncreased+22+$-142.8M
LPL Financial LLCIncreased+9K+$-212.3M

ERH — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
MORGAN STANLEYDecreased-8K-$5.9B
1607 Capital Partners, LLCDecreased-44K-$4.5B
Saba Capital Management, L.P.Closed Position-11K-$139.4M
PRINCIPAL SECURITIES, INC.Closed Position-4K-$53.4M
FNY Investment Advisers, LLCClosed Position-400-$4K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MORGAN STANLEY470,961$5.0M0.00%Share
21607 Capital Partners, LLC317,063$3.7M0.26%Share
3Zimmer Partners, LP128,803$1.5M0.04%Share
4COHEN & STEERS, INC.125,000$1.5M0.00%Share
5BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC87,223$1.0M0.15%Share
6ROBINSON CAPITAL MANAGEMENT, LLC55,117$712K0.29%Share
7Stratos Wealth Partners, LTD.39,671$468K0.01%Share
8DECISION INVESTMENTS, INC11,050$130K0.14%Share
9UBS Group AG10,640$125K0.00%Share
10NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO3,967$123K0.00%Share
11CITY HOLDING CO4,117$48K0.01%Share
12WOLVERINE ASSET MANAGEMENT LLC2,659$31K0.00%Share
13CoreCap Advisors, LLC2,290$27K0.00%Share
14CWM, LLC553$7K0.00%Share
15HIGHLINE WEALTH PARTNERS LLC250$2K0.00%Share
16LPL Financial LLC26,039$00.00%Share
17Cambridge Investment Research Advisors, Inc.13,848$00.00%Share
18ORG Partners LLC6,100$00.00%Share
19ORG Partners LLC842$00.00%Share
20ORG Partners LLC113$00.00%Share
21Cetera Investment Advisers23,580$00.00%Share
22ORG Partners LLC836$00.00%Share
23ORG Partners LLC1,260$00.00%Share
24ORG Partners LLC178$00.00%Share
25ORG Partners LLC279$00.00%Share
26MORGAN STANLEY1$00.00%Share
27WELLS FARGO & COMPANY/MN1$00.00%Share
28GAMMA Investing LLC9$00.00%Share
29ORG Partners LLC200$00.00%Share
30OSAIC HOLDINGS, INC.8,187$00.00%Share
31Rockefeller Capital Management L.P.4,052$00.00%Share
32LEVEL FOUR ADVISORY SERVICES, LLC20,869$00.00%Share
33Integrated Wealth Concepts LLC11,560$00.00%Share

ERH Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202525$14.4M+6
Q3 202519$14.1B-2
Q2 202521$12.7B-5
Q1 202526$18.0B+2
Q4 202424$279.6B+3
Q3 202421$13.1T-2
Q2 202423$12.5T+4
Q1 202419$10.0T

Similar Stocks by Institutional Ownership

As of Q4 2025, 33 institutional investors hold ERH (Allspring Utilities and High Income Fund). The largest holder is MORGAN STANLEY with $5.0M in shares. This quarter, 9 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own ERH?

As of Q4 2025, 33 institutional investors report holding ERH (Allspring Utilities and High Income Fund) in their 13F filings.

Who is the largest institutional holder of ERH?

The largest institutional holder of ERH is MORGAN STANLEY with $5.0M in shares.

Is institutional ownership of ERH increasing or decreasing?

This quarter, 9 institutions opened new positions in ERH and 3 closed their positions.