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GUT

Gabelli Utility Trust

101 hedge funds and large institutions have $42.4M invested in Gabelli Utility Trust in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

83% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 18

3% more funds holding

Funds holding: 98101 (+3)

0.42% more ownership

Funds ownership: 7.55%7.97% (+0.42%)

12% less capital invested

Capital invested by funds: $48.1M → $42.4M (-$5.7M)

Holders
101
Holders Change
+3
Holders Change %
+3.06%
% of All Funds
1.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
33
Reduced
18
Closed
8
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
$16K +$963 +160 +6%
Fifth Third Bancorp
77
Fifth Third Bancorp
Ohio
$15.1K
AAP
78
Arax Advisory Partners
Colorado
$13.9K
NS
79
NBC Securities
Alabama
$11.6K +$24 +4 +0.2%
RMC
80
Resources Management Corp
Connecticut
$10K
AF
81
Advisornet Financial
Minnesota
$8.9K +$217 +36 +3%
RFP
82
Root Financial Partners
California
$8.03K -$162 -27 -2%
AF
83
Allworth Financial
California
$7.25K
MIM
84
MTM Investment Management
South Carolina
$5.56K
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$4.54K
AssetMark Inc
86
AssetMark Inc
California
$4.4K
BWAM
87
Boyd Watterson Asset Management
Ohio
$4.34K
CRI
88
Commonwealth Retirement Investments
Virginia
$3.72K +$3.72K +618 New
Wells Fargo
89
Wells Fargo
California
$3.26K -$8.47K -1,408 -72%
FFA
90
Farther Finance Advisors
California
$2.71K +$2.71K +450 New
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$2.38K
HWP
92
Highline Wealth Partners
California
$2.29K
HI
93
Harbour Investments
Wisconsin
$2.07K
CB
94
Community Bank
New York
$1.99K
Comerica Bank
95
Comerica Bank
Texas
$1.56K +$1.55K +258 New
US Bancorp
96
US Bancorp
Minnesota
$832
MCM
97
MAI Capital Management
Ohio
$802
SWA
98
SOA Wealth Advisors
New York
$724
OC
99
Optima Capital
Oregon
$543 +$542 +90 New
FDCDDQ
100
Federation des caisses Desjardins du Quebec
Quebec, Canada
$410

GUT Hedge Fund Activity: Q4 2025 in Review

101 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Gabelli Utility Trust (GUT) for Q4 2025, worth a combined $42.4M — down 12% from $48.1M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new GUT positions and 8 closed out — a net gain of 7 holders — while 33 added to existing stakes and 18 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $900K. The largest seller was Commonwealth Equity Services, cutting an estimated $1.33M.

  • 101 institutional investors held Gabelli Utility Trust (GUT) as of Q4 2025, up from 98 in Q3 2025.
  • Funds reported $42.4M of Gabelli Utility Trust stock for Q4 2025, down 12% quarter-over-quarter.
  • 15 funds opened new Gabelli Utility Trust positions in Q4 2025 and 8 closed out, a net change of +7 holders.
  • The largest Gabelli Utility Trust buyer in Q4 2025 was Morgan Stanley, an estimated $900K added.
  • The largest Gabelli Utility Trust seller in Q4 2025 was Commonwealth Equity Services, an estimated $1.33M sold.

Based on aggregated 13F filings for Q4 2025.