$42.97
+0.95 (+2.27%)
Market Cap
$3.6B
Shares Outstanding
88,022,900
Institutional Holders
200
Total Inst. Value
$289.2M
% of Float Held
—
QoQ Holder Change
+89
Institutional data as of Q1 2025
New Positions
52
Closed Positions
25
Increased
73
Decreased
30
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $31.3M | 960,439 |
| 2 | BANK OF AMERICA CORP /DE/ | $30.4M | 933,787 |
| 3 | WELLS FARGO & COMPANY/MN | $20.3M | 624,632 |
| 4 | ROYAL BANK OF CANADA | $16.3M | 501,145 |
| 5 | AMERIPRISE FINANCIAL INC | $15.9M | 490,283 |
| 6 | Cornerstone Advisors, LLCNew | $13.2M | 406,546 |
| 7 | OAK FAMILY ADVISORS, LLCNew | $8.7M | 267,887 |
| 8 | RAYMOND JAMES FINANCIAL INC | $7.9M | 243,880 |
| 9 | OSAIC HOLDINGS, INC. | $7.6M | 233,919 |
| 10 | STIFEL FINANCIAL CORP | $7.3M | 223,723 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +83K | $31.3M |
| BANK OF AMERICA CORP /DE/ | +107K | $30.4M |
| WELLS FARGO & COMPANY/MN | +26K | $20.3M |
| ROYAL BANK OF CANADA | +10K | $16.3M |
| AMERIPRISE FINANCIAL INC | +39K | $15.9M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| J.W. COLE ADVISORS, INC. | -255K | $2.5M |
| OSAIC HOLDINGS, INC. | -151K | $7.6M |
| RAYMOND JAMES FINANCIAL INC | -31K | $7.9M |
| Private Advisor Group, LLC | -11K | $4.3M |
| HBW ADVISORY SERVICES LLC | -7K | $1K |
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Frequently Asked Questions
How many institutional investors hold UTG?
As of Q1 2025, 200 institutional investors report holding UTG (Reaves Utility Income Fund) in their 13F filings.
Which hedge fund owns the most UTG?
The largest institutional holder of UTG is MORGAN STANLEY with $31.3M in shares.
Are institutions buying or selling UTG?
This quarter, 52 institutions opened new positions in UTG and 25 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.