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GUT

Gabelli Utility Trust

93 hedge funds and large institutions have $44.2M invested in Gabelli Utility Trust in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 22 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 22

4% more capital invested

Capital invested by funds: $42.4M → $44.2M (+$1.84M)

0.32% more ownership

Funds ownership: 7.97%8.29% (+0.32%)

8% less funds holding

Funds holding: 10193 (-8)

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

Holders
93
Holders Change
-8
Holders Change %
-7.92%
% of All Funds
1.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
34
Reduced
22
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIG
51
Cascade Investment Group
Colorado
$107K -$762 -126 -0.7%
NA
52
NewEdge Advisors
Louisiana
$107K +$2.89K +478 +3%
PI
53
PFG Investments
New York
$104K +$85 +14 +0.1%
RFA
54
Register Financial Advisors
Georgia
$102K +$2.51K +415 +3%
PAG
55
Private Advisor Group
New Jersey
$92.7K -$60K -9,913 -39%
PFPG
56
Pinnacle Financial Partners (Georgia)
Georgia
$91.2K
ZWA
57
Zinnia Wealth Advisory
Florida
$90.8K -$26.4K -4,361 -23%
MML Investors Services
58
MML Investors Services
Massachusetts
$86.9K -$1.68K -277 -2%
M
59
MOTCO
Texas
$86.4K
XT
60
XTX Topco
Cayman Islands
$82.5K +$82.5K +13,630 New
MYIA
61
Mount Yale Investment Advisors
Colorado
$81.7K
VAS
62
Vestmark Advisory Solutions
Massachusetts
$81.7K
Mercer Global Advisors
63
Mercer Global Advisors
Colorado
$69.9K +$69.9K +11,559 New
HighTower Advisors
64
HighTower Advisors
Illinois
$68.7K -$11.8K -1,956 -15%
HA
65
Herold Advisors
New York
$67.8K +$67.8K +11,212 New
TF
66
Trek Financial
Arizona
$66.9K
MC
67
Moors & Cabot
Massachusetts
$60.5K
AG
68
AmeriFlex Group
Nevada
$58.1K
IA
69
IFG Advisory
Georgia
$31.1K +$31.1K +5,143 New
FMII
70
Farmers & Merchants Investments Inc
Nebraska
$26.3K
SA
71
Scarborough Advisors
Maryland
$24.6K +$599 +99 +2%
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$16.7K +$1.56K +258 +10%
IA
73
IFP Advisors
Florida
$16.1K
AIM
74
Anchor Investment Management
South Carolina
$15.8K -$14.5K -2,389 -48%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$15.4K -$968 -160 -6%

GUT Hedge Fund Activity: Q1 2026 in Review

93 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Gabelli Utility Trust (GUT) for Q1 2026, worth a combined $44.2M — up 4.3% from $42.4M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of GUT and 8 opened new positions — a net loss of 5 holders — while 22 trimmed existing stakes and 34 added.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $1.13M. The largest seller was J.W. Cole Advisors, exiting entirely with an estimated $603K sold.

  • 93 institutional investors held Gabelli Utility Trust (GUT) as of Q1 2026, down from 101 in Q4 2025.
  • Funds reported $44.2M of Gabelli Utility Trust stock for Q1 2026, up 4.3% quarter-over-quarter.
  • 8 funds opened new Gabelli Utility Trust positions in Q1 2026 and 13 closed out, a net change of -5 holders.
  • The largest Gabelli Utility Trust buyer in Q1 2026 was Cambridge Investment Research Advisors, an estimated $1.13M added.
  • The largest Gabelli Utility Trust seller in Q1 2026 was J.W. Cole Advisors, an estimated $603K sold.

Based on aggregated 13F filings for Q1 2026.