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GUT

Gabelli Utility Trust
GUT

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 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

13% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 23

1% more funds holding

Funds holding: 84 → 85 (+1)

5% less capital invested

Capital invested by funds: $39.5M → $37.6M (-$1.92M)

2.35% less ownership

Funds ownership: 10.33% → 7.98% (-2.3%)

Holders
85
Holders Change
+1
Holders Change %
+1.19%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
26
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$424K
2
JWCA
J.W. Cole Advisors
Florida
+$356K
3
Fisher Asset Management
Fisher Asset Management
Washington
+$334K
4
TC
TownSquare Capital
Utah
+$320K
5
IA
Integrity Alliance
Iowa
+$241K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$5.26M
2
Nomura Holdings
Nomura Holdings
Japan
-$323K
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$195K
4
AWS
Atria Wealth Solutions
New York
-$158K
5
HH
Hilltop Holdings
Texas
-$140K
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
76
Harbour Investments
Wisconsin
$1.84K – – –
CB
77
Community Bank
New York
$1.76K – – –
AF
78
Allworth Financial
California
$1.06K – – –
US Bancorp
79
US Bancorp
Minnesota
$737 – – –
MCM
80
MAI Capital Management
Ohio
$711 – – –
CWC
81
Carolinas Wealth Consulting
North Carolina
$673 – – –
SWA
82
SOA Wealth Advisors
New York
$641 – – –
FDCDDQ
83
Federation des caisses Desjardins du Quebec
Quebec, Canada
$363 – – –
WBC
84
West Branch Capital
Massachusetts
$145 +$145 +27 New
HNB
85
Huntington National Bank
Ohio
$11 – – –
Wells Fargo
86
Wells Fargo
California
$3 +$5 +1 New
Nomura Holdings
87
Nomura Holdings
Japan
– -$323K -64,230 Closed
HH
88
Hilltop Holdings
Texas
– -$140K -27,917 Closed
MG
89
Marex Group
– -$91.5K -18,187 Closed
KWA
90
Kingswood Wealth Advisors
California
– -$61.7K -12,263 Closed
PA
91
Pinnacle Associates
New York
– -$56.2K -11,164 Closed
WAM
92
Wolverine Asset Management
Illinois
– -$55.2K -10,979 Closed
PFA
93
Pathway Financial Advisers
Indiana
– -$14K -2,780 Closed
LDB
94
Lee, Danner & Bass
Tennessee
– -$1.01K -200 Closed
1 2 3
4

GUT Hedge Fund Activity: Q1 2025 in Review

85 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Gabelli Utility Trust (GUT) for Q1 2025, worth a combined $37.6M — down 4.8% from $39.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new GUT positions and 8 closed out — a net gain of 2 holders — while 26 added to existing stakes and 23 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $424K. The largest seller was Sit Investment Associates, cutting an estimated $5.26M.

  • 85 institutional investors held Gabelli Utility Trust (GUT) as of Q1 2025, up from 84 in Q4 2024.
  • Funds reported $37.6M of Gabelli Utility Trust stock for Q1 2025, down 4.8% quarter-over-quarter.
  • 10 funds opened new Gabelli Utility Trust positions in Q1 2025 and 8 closed out, a net change of +2 holders.
  • The largest Gabelli Utility Trust buyer in Q1 2025 was Cambridge Investment Research Advisors, an estimated $424K added.
  • The largest Gabelli Utility Trust seller in Q1 2025 was Sit Investment Associates, an estimated $5.26M sold.

Based on aggregated 13F filings for Q1 2025.