GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

90 hedge funds and large institutions have $38.9M invested in Gabelli Utility Trust in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 16 reducing their positions, and 10 closing their positions.

Holders
90
Holders Change
+5
Holders Change %
+5.88%
% of All Funds
1.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
34
Reduced
16
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
1
Mission Wealth Management
California
$434K
2
EWM
2
Elite Wealth Management
Washington
$331K
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$237K
4
Morgan Stanley
4
Morgan Stanley
New York
$4.68M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.33M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$0
2
TC
2
TownSquare Capital
Utah
$0
3
IA
3
Integrity Alliance
Iowa
$0
4
AWS
4
Atria Wealth Solutions
New York
$394K
5
LPL Financial
5
LPL Financial
California
$5.44M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$9.16M 1,579,641 +22,862 +1%
LPL Financial
2
LPL Financial
California
$5.44M 938,295 -20,138 -2%
Morgan Stanley
3
Morgan Stanley
New York
$4.68M 806,231 +31,245 +4%
GI
4
GAMCO Investors
Connecticut
$1.92M 331,023 -1,507 -0.5%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.33M 230,009 +28,799 +14%
VCM
6
Virtue Capital Management
Tennessee
$1.23M 211,635 – –
Osaic Holdings
7
Osaic Holdings
Arizona
$948K 188,425 -8,420 -4%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$804K 138,593 +5,770 +4%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$767K 132,170 +1,576 +1%
BWP
10
Balboa Wealth Partners
Arizona
$652K 112,445 -14,559 -11%
JWCA
11
J.W. Cole Advisors
Florida
$608K 104,742 +20,163 +24%
Raymond James Financial
12
Raymond James Financial
Florida
$602K 103,729 +2,042 +2%
SPIA
13
Steward Partners Investment Advisory
New York
$553K 95,350 -8,650 -8%
IAIM
14
International Assets Investment Management
Florida
$549K 94,631 +2,819 +3%
MWM
15
Mission Wealth Management
California
$434K 74,800 +74,800 New
CA
16
CoreCap Advisors
Michigan
$424K 73,066 -1,400 -2%
ACM
17
Arlington Capital Management
Illinois
$398K 68,564 +1,297 +2%
AWS
18
Atria Wealth Solutions
New York
$394K 67,917 -26,450 -28%
MA
19
MAS Advisors
Florida
$392K 67,591 +2,248 +3%
VAG
20
VisionPoint Advisory Group
Texas
$392K 67,574 +8,101 +14%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$390K 66,288 +4,715 +8%
Fisher Asset Management
22
Fisher Asset Management
Washington
$365K 62,927 +700 +1%
Creative Planning
23
Creative Planning
Kansas
$337K 58,144 -2,501 -4%
EWM
24
Elite Wealth Management
Washington
$331K 57,100 +57,100 New
NFG
25
Nations Financial Group
Iowa
$305K 52,627 +73 +0.1%
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