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
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$276K
RIL
27
Rothschild Investment LLC
Illinois
$249K
WQ
28
Wealth Quarterback
New Jersey
$245K
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$239K
Baird Financial Group
30
Baird Financial Group
Wisconsin
$216K
AWM
31
Accurate Wealth Management
Florida
$205K
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$202K
LFG
33
Leverty Financial Group
Wisconsin
$189K
Bank of America
34
Bank of America
North Carolina
$179K
UBS Group
35
UBS Group
Switzerland
$178K
SWP
36
Stratos Wealth Partners
Ohio
$169K
AFG
37
Atomi Financial Group
New York
$169K
PCMM
38
Piedmont Capital Management (Montana)
Montana
$165K
Stifel Financial
39
Stifel Financial
Missouri
$160K
PAG
40
Private Advisor Group
New Jersey
$152K
RWM
41
RKL Wealth Management
Pennsylvania
$151K
DADC
42
D.A. Davidson & Co
Montana
$147K
IA
43
Integrity Alliance
Iowa
$136K
ZWA
44
Zinnia Wealth Advisory
Florida
$117K
EWS
45
Eagle Wealth Strategies
New Jersey
$109K
CIG
46
Cascade Investment Group
Colorado
$108K
DAS
47
Dynamic Advisor Solutions
Arizona
$107K
Focus Partners Wealth
48
Focus Partners Wealth
Massachusetts
$106K
NA
49
NewEdge Advisors
Louisiana
$104K
PI
50
PFG Investments
New York
$103K