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GUT

Gabelli Utility Trust
GUT

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: 85 → 91 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$412K
2
MWM
Mission Wealth Management
California
+$405K
3
EWM
Elite Wealth Management
Washington
+$309K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$250K
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$222K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$2.73M
2
TC
TownSquare Capital
Utah
-$318K
3
IA
Integrity Alliance
Iowa
-$239K
4
AWS
Atria Wealth Solutions
New York
-$143K
5
LPL Financial
LPL Financial
California
-$109K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$9.79K +$3.17K +585 +53%
RMC
77
Resources Management Corp
Connecticut
$9K -$3.65K -675 -30%
Wells Fargo
78
Wells Fargo
California
$8.17K +$7.62K +1,408 +140,800%
AF
79
Advisornet Financial
Minnesota
$8.15K +$7.61K +1,405 New
AF
80
Allworth Financial
California
$6.97K +$5.42K +1,002 +501%
MIM
81
MTM Investment Management
South Carolina
$5.35K +$4.99K +922 New
BWAM
82
Boyd Watterson Asset Management
Ohio
$4.18K – – –
MWM
83
MorganRosel Wealth Management
Colorado
$2.85K +$2.66K +491 New
HI
84
Harbour Investments
Wisconsin
$2K – – –
CB
85
Community Bank
New York
$1.91K – – –
AAS
86
Ameritas Advisory Services
Nebraska
$1.39K +$1.3K +240 New
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
– -$2.73M -510,827 Closed
TC
94
TownSquare Capital
Utah
– -$318K -59,473 Closed
IA
95
Integrity Alliance
Iowa
– -$239K -44,787 Closed
AG
96
AmeriFlex Group
Nevada
– -$86.8K -16,250 Closed
Mercer Global Advisors
97
Mercer Global Advisors
Colorado
– -$59.1K -11,066 Closed
RFA
98
Rollins Financial Advisors
New York
– -$58.7K -11,000 Closed
OCM
99
One Capital Management
California
– -$56K -10,485 Closed
FIA
100
Foundations Investment Advisors
Arizona
– -$53.4K -10,005 Closed
1 2 3
4
5

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.