Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
GBAB
61 hedge funds and large institutions have $111M invested in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 9 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 15
10% more capital invested
Capital invested by funds: $101M → $111M (+$9.94M)
1.65% more ownership
Funds ownership: 25.03% → 26.68% (+1.7%)
0% more funds holding
Funds holding: 61 → 61 (0)
0% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.82M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.17M |
| 3 |
Morgan Stanley
New York
|
+$1.64M |
| 4 |
GP
Gridiron Partners
Wexford,
Pennsylvania
|
+$546K |
| 5 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$499K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$607K |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$549K |
| 3 |
RAM
Readystate Asset Management
Chicago,
Illinois
|
-$508K |
| 4 |
AA
Armis Advisers
Atlanta,
Georgia
|
-$291K |
| 5 |
HF
HRT Financial
New York
|
-$265K |
GBAB Hedge Fund Activity: Q3 2025 in Review
61 of the 7,640 institutional investors tracked by Wall St. Rank reported a position in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB) for Q3 2025, worth a combined $111M — up 9.9% from $101M a quarter earlier.
Fund positioning in GBAB was balanced in Q3 2025: 9 funds opened new positions, 9 closed out, 21 added to existing stakes and 15 trimmed.
The largest buyer was LPL Financial, adding an estimated $2.82M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $607K sold.
- 61 institutional investors held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB) as of Q3 2025, unchanged from Q2 2025.
- Funds reported $111M of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust stock for Q3 2025, up 9.9% quarter-over-quarter.
- 9 funds opened new Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust positions in Q3 2025 and 9 closed out, a net change of 0 holders.
- The largest Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust buyer in Q3 2025 was LPL Financial, an estimated $2.82M added.
- The largest Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust seller in Q3 2025 was Wolverine Asset Management, an estimated $607K sold.
Based on aggregated 13F filings for Q3 2025.