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GUT

Gabelli Utility Trust

85 hedge funds and large institutions have $37.6M invested in Gabelli Utility Trust in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

13% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 23

1% more funds holding

Funds holding: 8485 (+1)

5% less capital invested

Capital invested by funds: $39.5M → $37.6M (-$1.92M)

2.35% less ownership

Funds ownership: 10.33%7.98% (-2.3%)

Holders
85
Holders Change
+1
Holders Change %
+1.19%
% of All Funds
1.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
26
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
26
Integrity Alliance
Iowa
$239K +$241K +44,787 New
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$234K +$13.8K +2,573 +6%
RIL
28
Rothschild Investment LLC
Illinois
$232K -$1.16K -215 -0.5%
Stifel Financial
29
Stifel Financial
Missouri
$227K -$57.8K -10,754 -20%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$215K -$17.1K -3,180 -7%
WQ
31
Wealth Quarterback
New Jersey
$213K +$1.25K +232 +0.6%
KAS
32
Kestra Advisory Services
Texas
$199K -$3.4K -633 -2%
LFG
33
Leverty Financial Group
Wisconsin
$167K
UBS Group
34
UBS Group
Switzerland
$153K -$34.4K -6,401 -18%
WS
35
Wedbush Securities
California
$152K -$37.6K -7,000 -20%
MML Investors Services
36
MML Investors Services
Massachusetts
$151K +$38 +7 +0%
PAG
37
Private Advisor Group
New Jersey
$133K +$20.9K +3,887 +18%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$126K
PCMM
39
Piedmont Capital Management (Montana)
Montana
$124K
VFPW
40
Vantage Financial Partners (Wisconsin)
Wisconsin
$112K +$269 +50 +0.2%
Bank of America
41
Bank of America
North Carolina
$108K +$5.99K +1,114 +6%
GLA
42
Good Life Advisors
Pennsylvania
$102K -$6.6K -1,229 -6%
Mariner
43
Mariner
Kansas
$100K +$101K +18,807 New
EWS
44
Eagle Wealth Strategies
New Jersey
$96.9K
CIG
45
Cascade Investment Group
Colorado
$95.5K
DADC
46
D.A. Davidson & Co
Montana
$90.4K +$2.51K +468 +3%
SWP
47
Stratos Wealth Partners
Ohio
$87.7K +$17.1K +3,180 +24%
AG
48
AmeriFlex Group
Nevada
$86.8K -$8.06K -1,500 -8%
AWM
49
Accurate Wealth Management
Florida
$86.3K +$64 +12 +0.1%
VF
50
Virtu Financial
New York
$81K +$81.4K +15,154 New

GUT Hedge Fund Activity: Q1 2025 in Review

85 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Gabelli Utility Trust (GUT) for Q1 2025, worth a combined $37.6M — down 4.8% from $39.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new GUT positions and 8 closed out — a net gain of 2 holders — while 26 added to existing stakes and 23 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $424K. The largest seller was Sit Investment Associates, cutting an estimated $5.26M.

  • 85 institutional investors held Gabelli Utility Trust (GUT) as of Q1 2025, up from 84 in Q4 2024.
  • Funds reported $37.6M of Gabelli Utility Trust stock for Q1 2025, down 4.8% quarter-over-quarter.
  • 10 funds opened new Gabelli Utility Trust positions in Q1 2025 and 8 closed out, a net change of +2 holders.
  • The largest Gabelli Utility Trust buyer in Q1 2025 was Cambridge Investment Research Advisors, an estimated $424K added.
  • The largest Gabelli Utility Trust seller in Q1 2025 was Sit Investment Associates, an estimated $5.26M sold.

Based on aggregated 13F filings for Q1 2025.