GUT

Gabelli Utility Trust

101 hedge funds and large institutions have $42.4M invested in Gabelli Utility Trust in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$7.84M
LPL Financial
2
LPL Financial
California
$5.69M
Morgan Stanley
3
Morgan Stanley
New York
$5.68M
Osaic Holdings
4
Osaic Holdings
Arizona
$2.48M
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.47M
GI
6
GAMCO Investors
Connecticut
$2M
PGWA
7
Plus Group Wealth Advisors
Wisconsin
$1.07M
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$917K
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$820K
Raymond James Financial
10
Raymond James Financial
Florida
$774K
BWP
11
Balboa Wealth Partners
Arizona
$631K
JWCA
12
J.W. Cole Advisors
Florida
$603K
IAIM
13
International Assets Investment Management
Florida
$571K
VCM
14
Virtue Capital Management
Tennessee
$555K
CA
15
CoreCap Advisors
Michigan
$467K
KAS
16
Kestra Advisory Services
Texas
$462K
WS
17
Wedbush Securities
California
$448K
SPIA
18
Steward Partners Investment Advisory
New York
$434K
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$402K
KA
20
Kovack Advisors
Florida
$353K
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$349K
Creative Planning
22
Creative Planning
Kansas
$346K
VAG
23
VisionPoint Advisory Group
Texas
$330K
NFG
24
Nations Financial Group
Iowa
$318K
PWM
25
Pines Wealth Management
North Carolina
$302K