GUT

Gabelli Utility Trust

97 hedge funds and large institutions have $41.1M invested in Gabelli Utility Trust in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
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
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
26
Rothschild Investment LLC
Illinois
$251K
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$250K
WQ
28
Wealth Quarterback
New Jersey
$245K
SWP
29
Stratos Wealth Partners
Ohio
$221K
Baird Financial Group
30
Baird Financial Group
Wisconsin
$217K
Bank of America
31
Bank of America
North Carolina
$200K
UBS Group
32
UBS Group
Switzerland
$197K
LFG
33
Leverty Financial Group
Wisconsin
$190K
Stifel Financial
34
Stifel Financial
Missouri
$168K
PCM
35
Piedmont Capital Management
Montana
$166K
PAG
36
Private Advisor Group
New Jersey
$153K
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$144K
IA
38
Integrity Alliance
Iowa
$137K
AG
39
AmeriFlex Group
Nevada
$117K
EWS
40
Eagle Wealth Strategies
New Jersey
$110K
RFA
41
Register Financial Advisors
Georgia
$110K
CIG
42
Cascade Investment Group
Colorado
$109K
VFPW
43
Vantage Financial Partners (Wisconsin)
Wisconsin
$106K
DADC
44
D.A. Davidson & Co
Montana
$103K
AWM
45
Accurate Wealth Management
Florida
$99.6K
SIMG
46
Sonora Investment Management Group
Arizona
$96.6K
DAS
47
Dynamic Advisor Solutions
Arizona
$93K
SF
48
Synovus Financial
Georgia
$91.5K
VBCG
49
Valley Brook Capital Group
Pennsylvania
$91K
MML Investors Services
50
MML Investors Services
Massachusetts
$88.8K