GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

85 hedge funds and large institutions have $37.6M invested in Gabelli Utility Trust in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 7 closing their positions.

Holders
85
Holders Change
+2
Holders Change %
+2.41%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
26
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$1.07M
2
JWCA
2
J.W. Cole Advisors
Florida
$452K
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$332K
4
TC
4
TownSquare Capital
Utah
$318K
5
IA
5
Integrity Alliance
Iowa
$239K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$2.73M
2
Nomura Holdings
2
Nomura Holdings
Japan
$0
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$329K
4
AWS
4
Atria Wealth Solutions
New York
$504K
5
HH
5
Hilltop Holdings
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SF
51
Synovus Financial
Georgia
$80.5K 15,076 -72 -0.5%
SIMG
52
Sonora Investment Management Group
Arizona
$77K 14,419 – –
M
53
MOTCO
Texas
$76.2K 14,277 +7,000 +96%
DAS
54
Dynamic Advisor Solutions
Arizona
$66.8K 12,505 +12,505 New
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$62.2K 11,649 +11 +0.1%
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$59.1K 11,066 +74 +0.7%
TF
57
Trek Financial
Arizona
$59.1K 11,060 – –
RFA
58
Rollins Financial Advisors
New York
$58.7K 11,000 -3,000 -21%
OCM
59
One Capital Management
California
$56K 10,485 +287 +3%
PI
60
PFG Investments
New York
$55.1K 10,323 +60 +0.6%
EAM
61
Everstar Asset Management
North Carolina
$53.7K 10,050 -5,000 -33%
FIA
62
Foundations Investment Advisors
Arizona
$53.4K 10,005 +10,005 New
LCM
63
Liberty Capital Management
Michigan
$53.4K 10,000 – –
MC
64
Moors & Cabot
Massachusetts
$53.4K 10,000 +10,000 New
AIM
65
Anchor Investment Management
South Carolina
$26.7K 5,000 – –
NA
66
NewEdge Advisors
Louisiana
$25.4K 4,750 – –
FMII
67
Farmers & Merchants Investments Inc
Nebraska
$24.1K 4,519 – –
IA
68
IFP Advisors
Florida
$14.2K 2,662 – –
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$13.4K 2,500 – –
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$13K 2,468 +1,985 +411%
RMC
71
Resources Management Corp
Connecticut
$12K 2,276 -486 -18%
PS
72
Principal Securities
Iowa
$9.84K 1,955 – –
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$5.89K 1,102 +349 +46%
PBK
74
Peoples Bank (Kansas)
Kansas
$5.34K 1,000 – –
BWAM
75
Boyd Watterson Asset Management
Ohio
$3.85K 720 – –
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3
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