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 %
KAS
26
Kestra Advisory Services
Texas
$292K 50,366 +13,123 +35%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$268K 46,184 +46,184 New
RIL
28
Rothschild Investment LLC
Illinois
$252K 43,394 – –
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$239K 41,265 -2,631 -6%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$237K 40,928 +40,928 New
WQ
31
Wealth Quarterback
New Jersey
$234K 40,286 +431 +1%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$232K 40,044 -200 -0.5%
WS
33
Wedbush Securities
California
$230K 39,665 +11,250 +40%
SWP
34
Stratos Wealth Partners
Ohio
$223K 38,375 +21,955 +134%
Bank of America
35
Bank of America
North Carolina
$185K 31,908 +11,720 +58%
Stifel Financial
36
Stifel Financial
Missouri
$183K 31,555 -10,903 -26%
LFG
37
Leverty Financial Group
Wisconsin
$181K 31,267 – –
UBS Group
38
UBS Group
Switzerland
$181K 31,228 +2,500 +9%
PCM
39
Piedmont Capital Management
Montana
$159K 27,437 +2,727 +11%
PAG
40
Private Advisor Group
New Jersey
$145K 25,061 +88 +0.4%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$137K 23,656 – –
GLA
42
Good Life Advisors
Pennsylvania
$122K 20,983 +1,886 +10%
Mariner
43
Mariner
Kansas
$111K 19,174 +367 +2%
VFPW
44
Vantage Financial Partners (Wisconsin)
Wisconsin
$107K 18,471 -2,588 -12%
EWS
45
Eagle Wealth Strategies
New Jersey
$105K 18,138 – –
MML Investors Services
46
MML Investors Services
Massachusetts
$104K 17,978 -10,263 -36%
CIG
47
Cascade Investment Group
Colorado
$104K 17,888 – –
RFA
48
Register Financial Advisors
Georgia
$102K 17,612 +17,612 New
AWM
49
Accurate Wealth Management
Florida
$99K 16,424 +12 +0.1%
VBCG
50
Valley Brook Capital Group
Pennsylvania
$98.6K 17,000 +17,000 New
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