Gabelli Utility & Income Trust
GLU
24 hedge funds and large institutions have $22.4M invested in Gabelli Utility & Income Trust in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
60% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 5
14% more funds holding
Funds holding: 21 → 24 (+3)
10% more capital invested
Capital invested by funds: $20.4M → $22.4M (+$2.02M)
0.83% more ownership
Funds ownership: 18.83% → 19.66% (+0.83%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
+$266K |
| 2 |
Morgan Stanley
New York
|
+$204K |
| 3 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$50.7K |
| 4 |
LPL Financial
San Diego,
California
|
+$42.2K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$40.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$275K |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$157K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$91.2K |
| 4 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$73.6K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$11.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WAM
26
Wolverine Asset Management
Chicago,
Illinois
| – | -$11.4K | -630 | Closed |
|
27
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$5.09K | -281 | Closed |
|
GLU Hedge Fund Activity: Q4 2025 in Review
24 of the 8,229 institutional investors tracked by Wall St. Rank reported a position in Gabelli Utility & Income Trust (GLU) for Q4 2025, worth a combined $22.4M — up 9.9% from $20.4M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new GLU positions and 3 closed out — a net gain of 3 holders — while 8 added to existing stakes and 5 trimmed.
The largest buyer was Corient Private Wealth, opening a new position worth an estimated $266K. The largest seller was UBS Group, cutting an estimated $275K.
- 24 institutional investors held Gabelli Utility & Income Trust (GLU) as of Q4 2025, up from 21 in Q3 2025.
- Funds reported $22.4M of Gabelli Utility & Income Trust stock for Q4 2025, up 9.9% quarter-over-quarter.
- 6 funds opened new Gabelli Utility & Income Trust positions in Q4 2025 and 3 closed out, a net change of +3 holders.
- The largest Gabelli Utility & Income Trust buyer in Q4 2025 was Corient Private Wealth, an estimated $266K added.
- The largest Gabelli Utility & Income Trust seller in Q4 2025 was UBS Group, an estimated $275K sold.
Based on aggregated 13F filings for Q4 2025.