Gabelli Utility Trust
GUT
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.
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: 91 → 98 (+7)
0.23% less ownership
Funds ownership: 7.78% → 7.55% (-0.23%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$773K |
| 2 |
PWM
Pines Wealth Management
Southern Pines,
North Carolina
|
+$301K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$262K |
| 4 |
LPL Financial
San Diego,
California
|
+$258K |
| 5 |
IA
Integrity Alliance
Urbandale,
Iowa
|
+$136K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
-$987K |
| 2 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
-$434K |
| 3 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
-$398K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$351K |
| 5 |
Fisher Asset Management
Camas,
Washington
|
-$305K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACM
101
Arlington Capital Management
Arlington Heights,
Illinois
| – | -$398K | -68,564 | Closed |
|
102
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$268K | -46,184 | Closed |
|
|
TCOV
103
Trust Company of Vermont
Brattleboro,
Vermont
| – | -$85.1K | -14,674 | Closed |
|
|
VF
104
Virtu Financial
New York
| – | -$71K | -12,172 | Closed |
|
|
HF
105
HRT Financial
New York
| – | -$65K | -11,223 | Closed |
|
|
MWM
106
MorganRosel Wealth Management
Highlands Ranch,
Colorado
| – | -$2.85K | -491 | Closed |
|
|
AAS
107
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$1.39K | -240 | Closed |
|
|
WBC
108
West Branch Capital
Amherst,
Massachusetts
| – | -$157 | -27 | 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.