GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

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 7 closing their positions.

Holders
85
Holders Change
+2
Holders Change %
+2.41%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
26
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$1.07M
2
JWCA
2
J.W. Cole Advisors
Florida
$452K
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$332K
4
TC
4
TownSquare Capital
Utah
$318K
5
IA
5
Integrity Alliance
Iowa
$239K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$2.73M
2
Nomura Holdings
2
Nomura Holdings
Japan
$0
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$329K
4
AWS
4
Atria Wealth Solutions
New York
$504K
5
HH
5
Hilltop Holdings
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IA
26
Integrity Alliance
Iowa
$239K 44,787 +44,787 New
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$234K 43,896 +2,573 +6%
RIL
28
Rothschild Investment LLC
Illinois
$232K 43,394 -215 -0.5%
Stifel Financial
29
Stifel Financial
Missouri
$227K 42,458 -10,754 -20%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$215K 40,244 -3,180 -7%
WQ
31
Wealth Quarterback
New Jersey
$213K 39,855 +232 +0.6%
KAS
32
Kestra Advisory Services
Texas
$199K 37,243 -633 -2%
LFG
33
Leverty Financial Group
Wisconsin
$167K 31,267 – –
UBS Group
34
UBS Group
Switzerland
$153K 28,728 -6,401 -18%
WS
35
Wedbush Securities
California
$152K 28,415 -7,000 -20%
MML Investors Services
36
MML Investors Services
Massachusetts
$151K 28,241 +7 +0%
PAG
37
Private Advisor Group
New Jersey
$133K 24,973 +3,887 +18%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$126K 23,656 – –
PCM
39
Piedmont Capital Management
Montana
$124K 24,710 – –
VFPW
40
Vantage Financial Partners (Wisconsin)
Wisconsin
$112K 21,059 +50 +0.2%
Bank of America
41
Bank of America
North Carolina
$108K 20,188 +1,114 +6%
GLA
42
Good Life Advisors
Pennsylvania
$102K 19,097 -1,229 -6%
Mariner
43
Mariner
Kansas
$100K 18,807 +18,807 New
EWS
44
Eagle Wealth Strategies
New Jersey
$96.9K 18,138 – –
CIG
45
Cascade Investment Group
Colorado
$95.5K 17,888 – –
DADC
46
D.A. Davidson & Co
Montana
$90.4K 16,935 +468 +3%
SWP
47
Stratos Wealth Partners
Ohio
$87.7K 16,420 +3,180 +24%
AG
48
AmeriFlex Group
Nevada
$86.8K 16,250 -1,500 -8%
AWM
49
Accurate Wealth Management
Florida
$86.3K 16,412 +12 +0.1%
VF
50
Virtu Financial
New York
$81K 15,154 +15,154 New
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