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GUT

Gabelli Utility Trust

98 hedge funds and large institutions have $48.1M invested in Gabelli Utility Trust in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

29% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 21

21% more capital invested

Capital invested by funds: $39.8M → $48.1M (+$8.28M)

8% more funds holding

Funds holding: 9198 (+7)

0.23% less ownership

Funds ownership: 7.78%7.55% (-0.23%)

Holders
98
Holders Change
+7
Holders Change %
+7.69%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
27
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
26
Rothschild Investment LLC
Illinois
$251K -$12.6K -2,100 -5%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$250K +$6.77K +1,125 +3%
WQ
28
Wealth Quarterback
New Jersey
$245K +$72 +12 +0%
SWP
29
Stratos Wealth Partners
Ohio
$221K -$11.6K -1,931 -5%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$217K -$30.7K -5,099 -12%
Bank of America
31
Bank of America
North Carolina
$200K +$5.85K +972 +3%
UBS Group
32
UBS Group
Switzerland
$197K +$7.73K +1,285 +4%
LFG
33
Leverty Financial Group
Wisconsin
$190K
Stifel Financial
34
Stifel Financial
Missouri
$168K -$23.2K -3,850 -12%
PCMM
35
Piedmont Capital Management (Montana)
Montana
$166K
PAG
36
Private Advisor Group
New Jersey
$153K +$529 +88 +0.4%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$144K
IA
38
Integrity Alliance
Iowa
$137K +$136K +22,571 New
AG
39
AmeriFlex Group
Nevada
$117K +$116K +19,200 New
EWS
40
Eagle Wealth Strategies
New Jersey
$110K
RFA
41
Register Financial Advisors
Georgia
$110K +$2.64K +439 +2%
CIG
42
Cascade Investment Group
Colorado
$109K
VFPW
43
Vantage Financial Partners (Wisconsin)
Wisconsin
$106K -$5.78K -961 -5%
DADC
44
D.A. Davidson & Co
Montana
$103K +$42 +7 +0%
AWM
45
Accurate Wealth Management
Florida
$99.6K +$66 +11 +0.1%
SIMG
46
Sonora Investment Management Group
Arizona
$96.6K
DAS
47
Dynamic Advisor Solutions
Arizona
$93K +$776 +129 +0.8%
SF
48
Synovus Financial
Georgia
$91.5K
VBCG
49
Valley Brook Capital Group
Pennsylvania
$91K -$12K -2,000 -12%
MML Investors Services
50
MML Investors Services
Massachusetts
$88.8K -$20.1K -3,343 -19%

GUT Hedge Fund Activity: Q3 2025 in Review

98 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Gabelli Utility Trust (GUT) for Q3 2025, worth a combined $48.1M — up 21% from $39.8M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new GUT positions and 9 closed out — a net gain of 9 holders — while 27 added to existing stakes and 21 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $773K. The largest seller was Virtue Capital Management, cutting an estimated $987K.

  • 98 institutional investors held Gabelli Utility Trust (GUT) as of Q3 2025, up from 91 in Q2 2025.
  • Funds reported $48.1M of Gabelli Utility Trust stock for Q3 2025, up 21% quarter-over-quarter.
  • 18 funds opened new Gabelli Utility Trust positions in Q3 2025 and 9 closed out, a net change of +9 holders.
  • The largest Gabelli Utility Trust buyer in Q3 2025 was Cambridge Investment Research Advisors, an estimated $773K added.
  • The largest Gabelli Utility Trust seller in Q3 2025 was Virtue Capital Management, an estimated $987K sold.

Based on aggregated 13F filings for Q3 2025.