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GUT

Gabelli Utility Trust

91 hedge funds and large institutions have $39.8M invested in Gabelli Utility Trust in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 15

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

7% more funds holding

Funds holding: 8591 (+6)

6% more capital invested

Capital invested by funds: $37.6M → $39.8M (+$2.2M)

0.21% less ownership

Funds ownership: 7.98%7.78% (-0.21%)

Holders
91
Holders Change
+6
Holders Change %
+7.06%
% of All Funds
1.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
35
Reduced
15
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
51
D.A. Davidson & Co
Montana
$98.3K +$43 +8 +0%
SIMG
52
Sonora Investment Management Group
Arizona
$92.3K +$8.12K +1,500 +10%
DAS
53
Dynamic Advisor Solutions
Arizona
$88.1K +$14.6K +2,688 +21%
SF
54
Synovus Financial
Georgia
$87.4K
M
55
MOTCO
Texas
$85.9K
TCOV
56
Trust Company of Vermont
Vermont
$85.1K +$79.4K +14,674 New
VF
57
Virtu Financial
New York
$71K -$16.1K -2,982 -20%
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$67.6K +$60 +11 +0.1%
HF
59
HRT Financial
New York
$65K +$60.8K +11,223 New
TF
60
Trek Financial
Arizona
$64.1K
MSAM
61
Moloney Securities Asset Management
Missouri
$60.5K +$56.4K +10,426 New
PI
62
PFG Investments
New York
$60.2K +$336 +62 +0.6%
Jane Street
63
Jane Street
New York
$59.5K +$55.6K +10,266 New
EAM
64
Everstar Asset Management
North Carolina
$58.3K
LCM
65
Liberty Capital Management
Michigan
$58K
MC
66
Moors & Cabot
Massachusetts
$58K
GRP
67
Global Retirement Partners
California
$49.8K +$46.5K +8,593 New
AIM
68
Anchor Investment Management
South Carolina
$29K
NA
69
NewEdge Advisors
Louisiana
$27.6K
FMII
70
Farmers & Merchants Investments Inc
Nebraska
$25.2K -$947 -175 -4%
SA
71
Scarborough Advisors
Maryland
$21.9K +$20.4K +3,776 New
IA
72
IFP Advisors
Florida
$15.4K
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$14.5K
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$14K
PS
75
Principal Securities
Iowa
$12K +$628 +116 +6%

GUT Hedge Fund Activity: Q2 2025 in Review

91 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Gabelli Utility Trust (GUT) for Q2 2025, worth a combined $39.8M — up 5.9% from $37.6M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new GUT positions and 10 closed out — a net gain of 6 holders — while 35 added to existing stakes and 15 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $412K. The largest seller was Sit Investment Associates, exiting entirely with an estimated $2.73M sold.

  • 91 institutional investors held Gabelli Utility Trust (GUT) as of Q2 2025, up from 85 in Q1 2025.
  • Funds reported $39.8M of Gabelli Utility Trust stock for Q2 2025, up 5.9% quarter-over-quarter.
  • 16 funds opened new Gabelli Utility Trust positions in Q2 2025 and 10 closed out, a net change of +6 holders.
  • The largest Gabelli Utility Trust buyer in Q2 2025 was Osaic Holdings, an estimated $412K added.
  • The largest Gabelli Utility Trust seller in Q2 2025 was Sit Investment Associates, an estimated $2.73M sold.

Based on aggregated 13F filings for Q2 2025.