Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
GBAB
64 hedge funds and large institutions have $113M invested in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 6 closing their positions.
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
22% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 18
5% more funds holding
Funds holding: 61 → 64 (+3)
1.75% more ownership
Funds ownership: 26.68% → 28.43% (+1.8%)
3% more capital invested
Capital invested by funds: $111M → $113M (+$2.79M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.5M |
| 2 |
DWP
Daymark Wealth Partners
Cincinnati,
Ohio
|
+$1.47M |
| 3 |
RAM
Readystate Asset Management
Chicago,
Illinois
|
+$1.44M |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.14M |
| 5 |
Morgan Stanley
New York
|
+$837K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$641K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$488K |
| 3 |
SG
StoneX Group
New York
|
-$426K |
| 4 |
OC
Oppenheimer & Co
New York
|
-$332K |
| 5 |
AA
Armis Advisers
Atlanta,
Georgia
|
-$220K |
GBAB Hedge Fund Activity: Q4 2025 in Review
64 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB) for Q4 2025, worth a combined $113M — up 2.5% from $111M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new GBAB positions and 6 closed out — a net gain of 3 holders — while 22 added to existing stakes and 18 trimmed.
The largest buyer was Bank of America, adding an estimated $2.5M. The largest seller was Invesco, cutting an estimated $641K.
- 64 institutional investors held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB) as of Q4 2025, up from 61 in Q3 2025.
- Funds reported $113M of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust stock for Q4 2025, up 2.5% quarter-over-quarter.
- 9 funds opened new Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust positions in Q4 2025 and 6 closed out, a net change of +3 holders.
- The largest Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust buyer in Q4 2025 was Bank of America, an estimated $2.5M added.
- The largest Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust seller in Q4 2025 was Invesco, an estimated $641K sold.
Based on aggregated 13F filings for Q4 2025.