GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

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 7 closing their positions.

Holders
85
Holders Change
+2
Holders Change %
+2.41%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
26
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$1.07M
2
JWCA
2
J.W. Cole Advisors
Florida
$452K
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$332K
4
TC
4
TownSquare Capital
Utah
$318K
5
IA
5
Integrity Alliance
Iowa
$239K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$2.73M
2
Nomura Holdings
2
Nomura Holdings
Japan
$0
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$329K
4
AWS
4
Atria Wealth Solutions
New York
$504K
5
HH
5
Hilltop Holdings
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$8.31M 1,556,779 -1,379 -0.1%
LPL Financial
2
LPL Financial
California
$5.12M 958,433 +9,819 +1%
Morgan Stanley
3
Morgan Stanley
New York
$4.14M 774,986 +15,949 +2%
SIA
4
Sit Investment Associates
Minnesota
$2.73M 510,827 -978,876 -66%
GI
5
GAMCO Investors
Connecticut
$1.78M 332,530 +1,507 +0.5%
VCM
6
Virtue Capital Management
Tennessee
$1.13M 211,635 – –
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.07M 201,210 +78,894 +65%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.05M 196,845 +8,420 +4%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$709K 132,823 +1,023 +0.8%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$697K 130,594 -647 -0.5%
BWP
11
Balboa Wealth Partners
Arizona
$678K 127,004 -352 -0.3%
SPIA
12
Steward Partners Investment Advisory
New York
$555K 104,000 +16,500 +19%
Raymond James Financial
13
Raymond James Financial
Florida
$543K 101,687 +7,637 +8%
AWS
14
Atria Wealth Solutions
New York
$504K 94,367 -29,383 -24%
IAIM
15
International Assets Investment Management
Florida
$490K 91,812 -7,310 -7%
JWCA
16
J.W. Cole Advisors
Florida
$452K 84,579 +66,251 +361%
CA
17
CoreCap Advisors
Michigan
$398K 74,466 – –
ACM
18
Arlington Capital Management
Illinois
$359K 67,267 -695 -1%
MA
19
MAS Advisors
Florida
$349K 65,343 -16,218 -20%
Fisher Asset Management
20
Fisher Asset Management
Washington
$332K 62,227 +62,227 New
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$329K 61,573 -36,216 -37%
Creative Planning
22
Creative Planning
Kansas
$324K 60,645 -1,851 -3%
VAG
23
VisionPoint Advisory Group
Texas
$318K 59,473 +1,302 +2%
TC
24
TownSquare Capital
Utah
$318K 59,473 +59,473 New
NFG
25
Nations Financial Group
Iowa
$281K 52,554 -1,428 -3%
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