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GUT

Gabelli Utility Trust
GUT

91 hedge funds and large institutions have $39.8M invested in Gabelli Utility Trust in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 15

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

7% more funds holding

Funds holding: 85 → 91 (+6)

6% more capital invested

Capital invested by funds: $37.6M → $39.8M (+$2.2M)

0.21% less ownership

Funds ownership: 7.98% → 7.78% (-0.21%)

Holders
91
Holders Change
+6
Holders Change %
+7.06%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
35
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$412K
2
MWM
Mission Wealth Management
California
+$405K
3
EWM
Elite Wealth Management
Washington
+$309K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$250K
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$222K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$2.73M
2
TC
TownSquare Capital
Utah
-$318K
3
IA
Integrity Alliance
Iowa
-$239K
4
AWS
Atria Wealth Solutions
New York
-$143K
5
LPL Financial
LPL Financial
California
-$109K
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$292K +$71K +13,123 +35%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$268K +$250K +46,184 New
RIL
28
Rothschild Investment LLC
Illinois
$252K – – –
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$239K -$14.2K -2,631 -6%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$237K +$222K +40,928 New
WQ
31
Wealth Quarterback
New Jersey
$234K +$2.33K +431 +1%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$232K -$1.08K -200 -0.5%
WS
33
Wedbush Securities
California
$230K +$60.9K +11,250 +40%
SWP
34
Stratos Wealth Partners
Ohio
$223K +$119K +21,955 +134%
Bank of America
35
Bank of America
North Carolina
$185K +$63.4K +11,720 +58%
Stifel Financial
36
Stifel Financial
Missouri
$183K -$59K -10,903 -26%
LFG
37
Leverty Financial Group
Wisconsin
$181K – – –
UBS Group
38
UBS Group
Switzerland
$181K +$13.5K +2,500 +9%
PCMM
39
Piedmont Capital Management (Montana)
Montana
$159K +$14.8K +2,727 +11%
PAG
40
Private Advisor Group
New Jersey
$145K +$476 +88 +0.4%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$137K – – –
GLA
42
Good Life Advisors
Pennsylvania
$122K +$10.2K +1,886 +10%
Mariner
43
Mariner
Kansas
$111K +$1.99K +367 +2%
VFPW
44
Vantage Financial Partners (Wisconsin)
Wisconsin
$107K -$14K -2,588 -12%
EWS
45
Eagle Wealth Strategies
New Jersey
$105K – – –
MML Investors Services
46
MML Investors Services
Massachusetts
$104K -$55.6K -10,263 -36%
CIG
47
Cascade Investment Group
Colorado
$104K – – –
RFA
48
Register Financial Advisors
Georgia
$102K +$95.3K +17,612 New
AWM
49
Accurate Wealth Management
Florida
$99K +$65 +12 +0.1%
VBCG
50
Valley Brook Capital Group
Pennsylvania
$98.6K +$92K +17,000 New
1
2
3 4 5

GUT Hedge Fund Activity: Q2 2025 in Review

91 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Gabelli Utility Trust (GUT) for Q2 2025, worth a combined $39.8M — up 5.9% from $37.6M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new GUT positions and 10 closed out — a net gain of 6 holders — while 35 added to existing stakes and 15 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $412K. The largest seller was Sit Investment Associates, exiting entirely with an estimated $2.73M sold.

  • 91 institutional investors held Gabelli Utility Trust (GUT) as of Q2 2025, up from 85 in Q1 2025.
  • Funds reported $39.8M of Gabelli Utility Trust stock for Q2 2025, up 5.9% quarter-over-quarter.
  • 16 funds opened new Gabelli Utility Trust positions in Q2 2025 and 10 closed out, a net change of +6 holders.
  • The largest Gabelli Utility Trust buyer in Q2 2025 was Osaic Holdings, an estimated $412K added.
  • The largest Gabelli Utility Trust seller in Q2 2025 was Sit Investment Associates, an estimated $2.73M sold.

Based on aggregated 13F filings for Q2 2025.