GUT

Gabelli Utility Trust

91 hedge funds and large institutions have $39.2M invested in Gabelli Utility Trust in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
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

Top Buyers

1 +$434K
2 +$331K
3 +$268K
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$237K
5
Morgan Stanley
Morgan Stanley
New York
+$181K

Top Sellers

1 -$2.73M
2 -$318K
3 -$239K
4
AWS
Atria Wealth Solutions
New York
-$153K
5
LPL Financial
LPL Financial
California
-$117K
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$292K
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$268K
RIL
28
Rothschild Investment LLC
Illinois
$252K
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$239K
Baird Financial Group
30
Baird Financial Group
Wisconsin
$237K
WQ
31
Wealth Quarterback
New Jersey
$234K
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$232K
WS
33
Wedbush Securities
California
$230K
SWP
34
Stratos Wealth Partners
Ohio
$223K
Bank of America
35
Bank of America
North Carolina
$185K
Stifel Financial
36
Stifel Financial
Missouri
$183K
LFG
37
Leverty Financial Group
Wisconsin
$181K
UBS Group
38
UBS Group
Switzerland
$181K
PCM
39
Piedmont Capital Management
Montana
$159K
PAG
40
Private Advisor Group
New Jersey
$145K
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$137K
GLA
42
Good Life Advisors
Pennsylvania
$122K
Mariner
43
Mariner
Kansas
$111K
VFPW
44
Vantage Financial Partners (Wisconsin)
Wisconsin
$107K
EWS
45
Eagle Wealth Strategies
New Jersey
$105K
MML Investors Services
46
MML Investors Services
Massachusetts
$104K
CIG
47
Cascade Investment Group
Colorado
$104K
RFA
48
Register Financial Advisors
Georgia
$102K
AWM
49
Accurate Wealth Management
Florida
$99K
VBCG
50
Valley Brook Capital Group
Pennsylvania
$98.6K