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GLU

Gabelli Utility & Income Trust
GLU

21 hedge funds and large institutions have $20.4M invested in Gabelli Utility & Income Trust in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

5% more capital invested

Capital invested by funds: $19.4M → $20.4M (+$975K)

0.09% more ownership

Funds ownership: 18.74% → 18.83% (+0.09%)

5% less funds holding

Funds holding: 22 → 21 (-1)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
21
Holders Change
-1
Holders Change %
-4.55%
% of All Funds
0.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
9
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$398K
2
CA
Cornerstone Advisors
North Carolina
+$117K
3
PAG
Private Advisor Group
New Jersey
+$66.2K
4
BCA
Bay Colony Advisors
Massachusetts
+$45.4K
5
Wells Fargo
Wells Fargo
California
+$12.7K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$296K
2
WAM
Wolverine Asset Management
Illinois
-$85.6K
3
Osaic Holdings
Osaic Holdings
Arizona
-$75.1K
4
AF
Allworth Financial
California
-$46.6K
5
Morgan Stanley
Morgan Stanley
New York
-$20K
Name Holding Trade Value Shares
Change 		Change in
Stake
GCIA
1
Gabelli & Co Investment Advisers
New York
$8.81M – – –
Morgan Stanley
2
Morgan Stanley
New York
$2.78M -$20K -1,125 -0.7%
UBS Group
3
UBS Group
Switzerland
$1.88M -$296K -16,671 -14%
Osaic Holdings
4
Osaic Holdings
Arizona
$1.82M -$75.1K -4,225 -4%
PAG
5
Private Advisor Group
New Jersey
$1.38M +$66.2K +3,721 +5%
LPL Financial
6
LPL Financial
California
$762K +$398K +22,357 +113%
Wells Fargo
7
Wells Fargo
California
$600K +$12.7K +717 +2%
PFS
8
Prospera Financial Services
Texas
$581K -$8.89K -500 -2%
LOPW
9
Live Oak Private Wealth
North Carolina
$350K – – –
Raymond James Financial
10
Raymond James Financial
Florida
$322K +$2.38K +134 +0.8%
BCA
11
Bay Colony Advisors
Massachusetts
$315K +$45.4K +2,552 +17%
SPC
12
Sigma Planning Corp
Michigan
$255K +$1.6K +90 +0.6%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$207K -$17.5K -985 -8%
CA
14
Cornerstone Advisors
North Carolina
$157K +$117K +6,584 +314%
Comerica Bank
15
Comerica Bank
Texas
$49.5K +$373 +21 +0.8%
Bank of America
16
Bank of America
North Carolina
$32.7K +$3.65K +205 +13%
GRP
17
Global Retirement Partners
California
$26.3K – – –
WAM
18
Wolverine Asset Management
Illinois
$11.4K -$85.6K -4,815 -88%
CFD
19
Creative Financial Designs
Indiana
$9.65K – – –
LC
20
Luminist Capital
Michigan
$6.37K – – –
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$5.09K +$5K +281 New
AF
22
Allworth Financial
California
– -$46.6K -2,692 Closed
AAS
23
Ameritas Advisory Services
Nebraska
– -$3.46K -200 Closed

GLU Hedge Fund Activity: Q3 2025 in Review

21 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Gabelli Utility & Income Trust (GLU) for Q3 2025, worth a combined $20.4M — up 5% from $19.4M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of GLU and 1 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 9 added.

The largest buyer was LPL Financial, adding an estimated $398K. The largest seller was UBS Group, cutting an estimated $296K.

  • 21 institutional investors held Gabelli Utility & Income Trust (GLU) as of Q3 2025, down from 22 in Q2 2025.
  • Funds reported $20.4M of Gabelli Utility & Income Trust stock for Q3 2025, up 5% quarter-over-quarter.
  • 1 fund opened new Gabelli Utility & Income Trust positions in Q3 2025 and 2 closed out, a net change of -1 holder.
  • The largest Gabelli Utility & Income Trust buyer in Q3 2025 was LPL Financial, an estimated $398K added.
  • The largest Gabelli Utility & Income Trust seller in Q3 2025 was UBS Group, an estimated $296K sold.

Based on aggregated 13F filings for Q3 2025.