We are live on ! Find out more
GUT

Gabelli Utility Trust

101 hedge funds and large institutions have $42.4M invested in Gabelli Utility Trust in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

83% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 18

3% more funds holding

Funds holding: 98101 (+3)

0.42% more ownership

Funds ownership: 7.55%7.97% (+0.42%)

12% less capital invested

Capital invested by funds: $48.1M → $42.4M (-$5.7M)

Holders
101
Holders Change
+3
Holders Change %
+3.06%
% of All Funds
1.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
33
Reduced
18
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$276K +$206K +34,166 +295%
RIL
27
Rothschild Investment LLC
Illinois
$249K
WQ
28
Wealth Quarterback
New Jersey
$245K +$2.17K +361 +0.9%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$239K -$9.59K -1,593 -4%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$216K +$181 +30 +0.1%
AWM
31
Accurate Wealth Management
Florida
$205K +$103K +17,046 +104%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$202K +$59.4K +9,875 +42%
LFG
33
Leverty Financial Group
Wisconsin
$189K
Bank of America
34
Bank of America
North Carolina
$179K -$19.6K -3,252 -10%
UBS Group
35
UBS Group
Switzerland
$178K -$18K -2,985 -9%
SWP
36
Stratos Wealth Partners
Ohio
$169K -$50.9K -8,462 -23%
AFG
37
Atomi Financial Group
New York
$169K +$168K +27,980 New
PCMM
38
Piedmont Capital Management (Montana)
Montana
$165K
Stifel Financial
39
Stifel Financial
Missouri
$160K -$6.92K -1,150 -4%
PAG
40
Private Advisor Group
New Jersey
$152K +$505 +84 +0.3%
RWM
41
RKL Wealth Management
Pennsylvania
$151K +$150K +25,000 New
DADC
42
D.A. Davidson & Co
Montana
$147K +$45.2K +7,508 +44%
IA
43
Integrity Alliance
Iowa
$136K +$367 +61 +0.3%
ZWA
44
Zinnia Wealth Advisory
Florida
$117K +$117K +19,378 New
EWS
45
Eagle Wealth Strategies
New Jersey
$109K
CIG
46
Cascade Investment Group
Colorado
$108K
DAS
47
Dynamic Advisor Solutions
Arizona
$107K +$14.6K +2,429 +16%
Focus Partners Wealth
48
Focus Partners Wealth
Massachusetts
$106K +$106K +17,654 New
NA
49
NewEdge Advisors
Louisiana
$104K +$74.9K +12,439 +262%
PI
50
PFG Investments
New York
$103K +$28.5K +4,743 +38%

GUT Hedge Fund Activity: Q4 2025 in Review

101 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Gabelli Utility Trust (GUT) for Q4 2025, worth a combined $42.4M — down 12% from $48.1M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new GUT positions and 8 closed out — a net gain of 7 holders — while 33 added to existing stakes and 18 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $900K. The largest seller was Commonwealth Equity Services, cutting an estimated $1.33M.

  • 101 institutional investors held Gabelli Utility Trust (GUT) as of Q4 2025, up from 98 in Q3 2025.
  • Funds reported $42.4M of Gabelli Utility Trust stock for Q4 2025, down 12% quarter-over-quarter.
  • 15 funds opened new Gabelli Utility Trust positions in Q4 2025 and 8 closed out, a net change of +7 holders.
  • The largest Gabelli Utility Trust buyer in Q4 2025 was Morgan Stanley, an estimated $900K added.
  • The largest Gabelli Utility Trust seller in Q4 2025 was Commonwealth Equity Services, an estimated $1.33M sold.

Based on aggregated 13F filings for Q4 2025.