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GLU

Gabelli Utility & Income Trust

22 hedge funds and large institutions have $19.4M invested in Gabelli Utility & Income Trust in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

10% more funds holding

Funds holding: 2022 (+2)

9% more capital invested

Capital invested by funds: $17.8M → $19.4M (+$1.55M)

0.38% more ownership

Funds ownership: 18.35%18.74% (+0.38%)

Holders
22
Holders Change
+2
Holders Change %
+10%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GCIA
1
Gabelli & Co Investment Advisers
New York
$8.43M
Morgan Stanley
2
Morgan Stanley
New York
$2.68M -$50.3K -3,065 -2%
UBS Group
3
UBS Group
Switzerland
$2.08M +$151K +9,215 +8%
Osaic Holdings
4
Osaic Holdings
Arizona
$1.83M -$11.6K -709 -0.7%
PAG
5
Private Advisor Group
New Jersey
$1.26M +$195K +11,905 +20%
PFS
6
Prospera Financial Services
Texas
$564K
Wells Fargo
7
Wells Fargo
California
$561K +$58.5K +3,564 +12%
LPL Financial
8
LPL Financial
California
$341K +$8.84K +539 +3%
LOPW
9
Live Oak Private Wealth
North Carolina
$334K
Raymond James Financial
10
Raymond James Financial
Florida
$306K +$65.9K +4,015 +29%
BCA
11
Bay Colony Advisors
Massachusetts
$257K +$3.45K +210 +1%
SPC
12
Sigma Planning Corp
Michigan
$242K -$2.81K -171 -1%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$215K -$6.38K -389 -3%
WAM
14
Wolverine Asset Management
Illinois
$94.2K +$89.3K +5,445 New
Comerica Bank
15
Comerica Bank
Texas
$47K +$394 +24 +0.9%
AF
16
Allworth Financial
California
$46.6K
CA
17
Cornerstone Advisors
North Carolina
$36.3K +$34.5K +2,100 New
Bank of America
18
Bank of America
North Carolina
$27.7K
GRP
19
Global Retirement Partners
California
$25.2K +$23.9K +1,454 New
CFD
20
Creative Financial Designs
Indiana
$9.22K
LC
21
Luminist Capital
Michigan
$6.07K
AAS
22
Ameritas Advisory Services
Nebraska
$3.46K +$3.28K +200 New
NA
23
NewEdge Advisors
Louisiana
-$171K -10,520 Closed
CA
24
CoreCap Advisors
Michigan
-$19.5K -1,200 Closed

GLU Hedge Fund Activity: Q2 2025 in Review

22 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Gabelli Utility & Income Trust (GLU) for Q2 2025, worth a combined $19.4M — up 8.7% from $17.8M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new GLU positions and 2 closed out — a net gain of 2 holders — while 7 added to existing stakes and 4 trimmed.

The largest buyer was Private Advisor Group, adding an estimated $195K. The largest seller was NewEdge Advisors, exiting entirely with an estimated $171K sold.

  • 22 institutional investors held Gabelli Utility & Income Trust (GLU) as of Q2 2025, up from 20 in Q1 2025.
  • Funds reported $19.4M of Gabelli Utility & Income Trust stock for Q2 2025, up 8.7% quarter-over-quarter.
  • 4 funds opened new Gabelli Utility & Income Trust positions in Q2 2025 and 2 closed out, a net change of +2 holders.
  • The largest Gabelli Utility & Income Trust buyer in Q2 2025 was Private Advisor Group, an estimated $195K added.
  • The largest Gabelli Utility & Income Trust seller in Q2 2025 was NewEdge Advisors, an estimated $171K sold.

Based on aggregated 13F filings for Q2 2025.