GUT

Gabelli Utility Trust

91 hedge funds and large institutions have $39.2M invested in Gabelli Utility Trust in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$434K
2 +$331K
3 +$268K
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$237K
5
Morgan Stanley
Morgan Stanley
New York
+$181K

Top Sellers

1 -$2.73M
2 -$318K
3 -$239K
4
AWS
Atria Wealth Solutions
New York
-$153K
5
LPL Financial
LPL Financial
California
-$117K
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$9.79K
RMC
77
Resources Management Corp
Connecticut
$9K
Wells Fargo
78
Wells Fargo
California
$8.17K
AF
79
Advisornet Financial
Minnesota
$8.15K
AF
80
Allworth Financial
California
$6.97K
MIM
81
MTM Investment Management
South Carolina
$5.35K
BWAM
82
Boyd Watterson Asset Management
Ohio
$4.18K
MWM
83
MorganRosel Wealth Management
Colorado
$2.85K
HI
84
Harbour Investments
Wisconsin
$2K
CB
85
Community Bank
New York
$1.91K
AAS
86
Ameritas Advisory Services
Nebraska
$1.39K
US Bancorp
87
US Bancorp
Minnesota
$800
MCM
88
MAI Capital Management
Ohio
$772
SWA
89
SOA Wealth Advisors
New York
$696
FDCDDQ
90
Federation des caisses Desjardins du Quebec
Quebec, Canada
$394
WBC
91
West Branch Capital
Massachusetts
$157
HNB
92
Huntington National Bank
Ohio
$12
SIA
93
Sit Investment Associates
Minnesota
TC
94
TownSquare Capital
Utah
IA
95
Integrity Alliance
Iowa
AG
96
AmeriFlex Group
Nevada
Mercer Global Advisors
97
Mercer Global Advisors
Colorado
RFA
98
Rollins Financial Advisors
New York
OCM
99
One Capital Management
California
FIA
100
Foundations Investment Advisors
Arizona