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GUT

Gabelli Utility Trust

93 hedge funds and large institutions have $44.2M invested in Gabelli Utility Trust in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 22 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 22

4% more capital invested

Capital invested by funds: $42.4M → $44.2M (+$1.84M)

0.32% more ownership

Funds ownership: 7.97%8.29% (+0.32%)

8% less funds holding

Funds holding: 10193 (-8)

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

Holders
93
Holders Change
-8
Holders Change %
-7.92%
% of All Funds
1.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
34
Reduced
22
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
26
Rothschild Investment LLC
Illinois
$280K +$30.3K +5,000 +12%
SWP
27
Stratos Wealth Partners
Ohio
$258K +$89K +14,705 +53%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$227K +$10.3K +1,700 +5%
AWM
29
Accurate Wealth Management
Florida
$214K +$9.78K +1,617 +5%
CWAF
30
Core Wealth Advisors (Florida)
Florida
$209K +$209K +34,623 New
AA
31
Armis Advisers
Georgia
$199K +$191K +31,521 New
AFG
32
Atomi Financial Group
New York
$189K +$20.1K +3,318 +12%
LFG
33
Leverty Financial Group
Wisconsin
$189K
Focus Partners Wealth
34
Focus Partners Wealth
Massachusetts
$171K +$64.4K +10,649 +60%
UBS Group
35
UBS Group
Switzerland
$169K -$9.58K -1,583 -5%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$166K -$231K -38,207 -58%
Bank of America
37
Bank of America
North Carolina
$161K -$18.2K -3,001 -10%
Stifel Financial
38
Stifel Financial
Missouri
$155K -$5.95K -983 -4%
DADC
39
D.A. Davidson & Co
Montana
$152K +$3.95K +653 +3%
RWM
40
RKL Wealth Management
Pennsylvania
$151K
PCMM
41
Piedmont Capital Management (Montana)
Montana
$150K -$14.9K -2,460 -9%
SPIA
42
Steward Partners Investment Advisory
New York
$145K -$291K -48,030 -67%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$143K -$59.8K -9,875 -29%
IA
44
Integrity Alliance
Iowa
$139K +$1.66K +274 +1%
Mariner
45
Mariner
Kansas
$131K +$61.8K +10,219 +89%
VBCG
46
Valley Brook Capital Group
Pennsylvania
$127K +$36.3K +6,000 +40%
SOS
47
Silver Oak Securities
Tennessee
$124K +$27.2K +4,498 +28%
PL
48
Plancorp LLC
Missouri
$120K +$119K +19,652 New
DAS
49
Dynamic Advisor Solutions
Arizona
$117K +$9.87K +1,631 +9%
EWS
50
Eagle Wealth Strategies
New Jersey
$110K

GUT Hedge Fund Activity: Q1 2026 in Review

93 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Gabelli Utility Trust (GUT) for Q1 2026, worth a combined $44.2M — up 4.3% from $42.4M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of GUT and 8 opened new positions — a net loss of 5 holders — while 22 trimmed existing stakes and 34 added.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $1.13M. The largest seller was J.W. Cole Advisors, exiting entirely with an estimated $603K sold.

  • 93 institutional investors held Gabelli Utility Trust (GUT) as of Q1 2026, down from 101 in Q4 2025.
  • Funds reported $44.2M of Gabelli Utility Trust stock for Q1 2026, up 4.3% quarter-over-quarter.
  • 8 funds opened new Gabelli Utility Trust positions in Q1 2026 and 13 closed out, a net change of -5 holders.
  • The largest Gabelli Utility Trust buyer in Q1 2026 was Cambridge Investment Research Advisors, an estimated $1.13M added.
  • The largest Gabelli Utility Trust seller in Q1 2026 was J.W. Cole Advisors, an estimated $603K sold.

Based on aggregated 13F filings for Q1 2026.