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 %
RMC
76
Resources Management Corp
Connecticut
$9K 1,601 -675 -30%
Wells Fargo
77
Wells Fargo
California
$8.17K 1,409 +1,408 +140,800%
AF
78
Advisornet Financial
Minnesota
$8.15K 1,405 +1,405 New
AF
79
Allworth Financial
California
$6.97K 1,202 +1,002 +501%
MIM
80
MTM Investment Management
South Carolina
$5.35K 922 +922 New
BWAM
81
Boyd Watterson Asset Management
Ohio
$4.18K 720 – –
MWM
82
MorganRosel Wealth Management
Colorado
$2.85K 491 +491 New
HI
83
Harbour Investments
Wisconsin
$2K 344 – –
CB
84
Community Bank
New York
$1.91K 330 – –
AAS
85
Ameritas Advisory Services
Nebraska
$1.39K 240 +240 New
US Bancorp
86
US Bancorp
Minnesota
$800 138 – –
MCM
87
MAI Capital Management
Ohio
$772 133 – –
SWA
88
SOA Wealth Advisors
New York
$696 120 – –
FDCDDQ
89
Federation des caisses Desjardins du Quebec
Quebec, Canada
$394 68 – –
WBC
90
West Branch Capital
Massachusetts
$157 27 – –
HNB
91
Huntington National Bank
Ohio
– – – –
SIA
92
Sit Investment Associates
Minnesota
– – -510,827 Closed
TC
93
TownSquare Capital
Utah
– – -59,473 Closed
IA
94
Integrity Alliance
Iowa
– – -44,787 Closed
AG
95
AmeriFlex Group
Nevada
– – -16,250 Closed
Mercer Global Advisors
96
Mercer Global Advisors
Colorado
– – -11,066 Closed
RFA
97
Rollins Financial Advisors
New York
– – -11,000 Closed
OCM
98
One Capital Management
California
– – -10,485 Closed
FIA
99
Foundations Investment Advisors
Arizona
– – -10,005 Closed
PBK
100
Peoples Bank (Kansas)
Kansas
– – -1,000 Closed
1 2 3
4
5