GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

90 hedge funds and large institutions have $38.9M invested in Gabelli Utility Trust in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 16 reducing their positions, and 10 closing their positions.

Holders
90
Holders Change
+5
Holders Change %
+5.88%
% of All Funds
1.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
34
Reduced
16
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
1
Mission Wealth Management
California
$434K
2
EWM
2
Elite Wealth Management
Washington
$331K
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$237K
4
Morgan Stanley
4
Morgan Stanley
New York
$4.68M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.33M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$0
2
TC
2
TownSquare Capital
Utah
$0
3
IA
3
Integrity Alliance
Iowa
$0
4
AWS
4
Atria Wealth Solutions
New York
$394K
5
LPL Financial
5
LPL Financial
California
$5.44M
Name Market Value Shares Shares
Change 		Shares
Change %
SIMG
51
Sonora Investment Management Group
Arizona
$92.3K 15,919 +1,500 +10%
DAS
52
Dynamic Advisor Solutions
Arizona
$88.1K 15,193 +2,688 +21%
SF
53
Synovus Financial
Georgia
$87.4K 15,076 – –
M
54
MOTCO
Texas
$85.9K 14,277 – –
TCOV
55
Trust Company of Vermont
Vermont
$85.1K 14,674 +14,674 New
VF
56
Virtu Financial
New York
$71K 12,172 -2,982 -20%
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$67.6K 11,660 +11 +0.1%
HF
58
HRT Financial
New York
$65K 11,223 +11,223 New
TF
59
Trek Financial
Arizona
$64.1K 11,060 – –
MSAM
60
Moloney Securities Asset Management
Missouri
$60.5K 10,426 +10,426 New
PI
61
PFG Investments
New York
$60.2K 10,385 +62 +0.6%
Jane Street
62
Jane Street
New York
$59.5K 10,266 +10,266 New
EAM
63
Everstar Asset Management
North Carolina
$58.3K 10,050 – –
LCM
64
Liberty Capital Management
Michigan
$58K 10,000 – –
MC
65
Moors & Cabot
Massachusetts
$58K 10,000 – –
GRP
66
Global Retirement Partners
California
$49.8K 8,593 +8,593 New
AIM
67
Anchor Investment Management
South Carolina
$29K 5,000 – –
NA
68
NewEdge Advisors
Louisiana
$27.6K 4,750 – –
FMII
69
Farmers & Merchants Investments Inc
Nebraska
$25.2K 4,344 -175 -4%
SA
70
Scarborough Advisors
Maryland
$21.9K 3,776 +3,776 New
IA
71
IFP Advisors
Florida
$15.4K 2,662 – –
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$14.5K 2,500 – –
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$14K 2,468 – –
PS
74
Principal Securities
Iowa
$12K 2,071 +116 +6%
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$9.79K 1,687 +585 +53%
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3
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