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GLU

Gabelli Utility & Income Trust

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.

New
Increased
Maintained
Reduced
Closed

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: 2124 (+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%)

Holders
24
Holders Change
+3
Holders Change %
+14.29%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
8
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GCIA
1
Gabelli & Co Investment Advisers
New York
$9.38M
Morgan Stanley
2
Morgan Stanley
New York
$3.17M +$204K +11,060 +7%
Osaic Holdings
3
Osaic Holdings
Arizona
$1.86M -$91.2K -4,955 -5%
UBS Group
4
UBS Group
Switzerland
$1.71M -$275K -14,948 -14%
PAG
5
Private Advisor Group
New Jersey
$1.47M +$1.36K +74 +0.1%
LPL Financial
6
LPL Financial
California
$855K +$42.2K +2,291 +5%
AP
7
Advisortrust Partners
North Carolina
$790K +$755K +41,004 New
Wells Fargo
8
Wells Fargo
California
$681K +$40K +2,170 +7%
PFS
9
Prospera Financial Services
Texas
$541K -$73.6K -4,000 -12%
LOPW
10
Live Oak Private Wealth
North Carolina
$372K
BCA
11
Bay Colony Advisors
Massachusetts
$351K +$14.5K +787 +5%
Raymond James Financial
12
Raymond James Financial
Florida
$346K +$2.45K +133 +0.7%
SPC
13
Sigma Planning Corp
Michigan
$272K +$718 +39 +0.3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$218K -$2.34K -127 -1%
Bank of America
15
Bank of America
North Carolina
$68.1K +$31.8K +1,726 +95%
GAFA
16
Garton & Associates Financial Advisors
Kentucky
$55.6K +$53.1K +2,887 New
IAIM
17
International Assets Investment Management
Florida
$53K +$50.7K +2,753 New
Comerica Bank
18
Comerica Bank
Texas
$43.5K -$8.8K -478 -17%
KAS
19
Kestra Advisory Services
Texas
$42.7K +$40.8K +2,215 New
US Bancorp
20
US Bancorp
Minnesota
$38.5K +$36.8K +2,000 New
GRP
21
Global Retirement Partners
California
$28K
Corient Private Wealth
22
Corient Private Wealth
Florida
$14.5K +$266K +14,451 New
CFD
23
Creative Financial Designs
Indiana
$10.3K
LC
24
Luminist Capital
Michigan
$6.71K
CA
25
Cornerstone Advisors
North Carolina
-$157K -8,684 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.