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GUT

Gabelli Utility Trust

98 hedge funds and large institutions have $48.1M invested in Gabelli Utility Trust in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

29% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 21

21% more capital invested

Capital invested by funds: $39.8M → $48.1M (+$8.28M)

8% more funds holding

Funds holding: 9198 (+7)

0.23% less ownership

Funds ownership: 7.78%7.55% (-0.23%)

Holders
98
Holders Change
+7
Holders Change %
+7.69%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
27
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$15K +$427 +71 +3%
AAP
77
Arax Advisory Partners
Colorado
$14K +$13.8K +2,301 New
PS
78
Principal Securities
Iowa
$12.9K +$331 +55 +3%
Wells Fargo
79
Wells Fargo
California
$11.8K +$3.25K +540 +38%
NS
80
NBC Securities
Alabama
$11.7K +$11.6K +1,921 New
RMC
81
Resources Management Corp
Connecticut
$10K
AF
82
Advisornet Financial
Minnesota
$8.74K +$211 +35 +2%
RFP
83
Root Financial Partners
California
$8.25K +$8.18K +1,359 New
AF
84
Allworth Financial
California
$7.3K
MIM
85
MTM Investment Management
South Carolina
$5.6K
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$4.57K -$5.62K -934 -55%
AssetMark Inc
87
AssetMark Inc
California
$4.43K +$4.39K +730 New
BWAM
88
Boyd Watterson Asset Management
Ohio
$4.37K
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$2.4K +$2.38K +395 New
HWP
90
Highline Wealth Partners
California
$2.31K +$2.29K +380 New
HI
91
Harbour Investments
Wisconsin
$2.09K
CB
92
Community Bank
New York
$2K
ASN
93
Advisory Services Network
Georgia
$1.72K +$1.7K +283 New
US Bancorp
94
US Bancorp
Minnesota
$838
MCM
95
MAI Capital Management
Ohio
$808
SWA
96
SOA Wealth Advisors
New York
$728
FDCDDQ
97
Federation des caisses Desjardins du Quebec
Quebec, Canada
$413
SIS
98
Sound Income Strategies
Florida
$330 +$331 +55 New
HNB
99
Huntington National Bank
Ohio
$12
MWM
100
Mission Wealth Management
California
-$434K -74,800 Closed

GUT Hedge Fund Activity: Q3 2025 in Review

98 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Gabelli Utility Trust (GUT) for Q3 2025, worth a combined $48.1M — up 21% from $39.8M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new GUT positions and 9 closed out — a net gain of 9 holders — while 27 added to existing stakes and 21 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $773K. The largest seller was Virtue Capital Management, cutting an estimated $987K.

  • 98 institutional investors held Gabelli Utility Trust (GUT) as of Q3 2025, up from 91 in Q2 2025.
  • Funds reported $48.1M of Gabelli Utility Trust stock for Q3 2025, up 21% quarter-over-quarter.
  • 18 funds opened new Gabelli Utility Trust positions in Q3 2025 and 9 closed out, a net change of +9 holders.
  • The largest Gabelli Utility Trust buyer in Q3 2025 was Cambridge Investment Research Advisors, an estimated $773K added.
  • The largest Gabelli Utility Trust seller in Q3 2025 was Virtue Capital Management, an estimated $987K sold.

Based on aggregated 13F filings for Q3 2025.