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GUT

Gabelli Utility Trust

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 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

13% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 23

1% more funds holding

Funds holding: 8485 (+1)

5% less capital invested

Capital invested by funds: $39.5M → $37.6M (-$1.92M)

2.35% less ownership

Funds ownership: 10.33%7.98% (-2.3%)

Holders
85
Holders Change
+1
Holders Change %
+1.19%
% of All Funds
1.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
26
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$8.31M -$7.41K -1,379 -0.1%
LPL Financial
2
LPL Financial
California
$5.12M +$52.8K +9,819 +1%
Morgan Stanley
3
Morgan Stanley
New York
$4.14M +$85.7K +15,949 +2%
SIA
4
Sit Investment Associates
Minnesota
$2.73M -$5.26M -978,876 -66%
GI
5
GAMCO Investors
Connecticut
$1.78M +$8.1K +1,507 +0.5%
VCM
6
Virtue Capital Management
Tennessee
$1.13M
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.07M +$424K +78,894 +65%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.05M +$45.2K +8,420 +4%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$709K +$5.5K +1,023 +0.8%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$697K -$3.48K -647 -0.5%
BWP
11
Balboa Wealth Partners
Arizona
$678K -$1.89K -352 -0.3%
SPIA
12
Steward Partners Investment Advisory
New York
$555K +$88.6K +16,500 +19%
Raymond James Financial
13
Raymond James Financial
Florida
$543K +$41K +7,637 +8%
AWS
14
Atria Wealth Solutions
New York
$504K -$158K -29,383 -24%
IAIM
15
International Assets Investment Management
Florida
$490K -$39.3K -7,310 -7%
JWCA
16
J.W. Cole Advisors
Florida
$452K +$356K +66,251 +361%
CA
17
CoreCap Advisors
Michigan
$398K
ACM
18
Arlington Capital Management
Illinois
$359K -$3.73K -695 -1%
MA
19
MAS Advisors
Florida
$349K -$87.1K -16,218 -20%
Fisher Asset Management
20
Fisher Asset Management
Washington
$332K +$334K +62,227 New
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$329K -$195K -36,216 -37%
Creative Planning
22
Creative Planning
Kansas
$324K -$9.94K -1,851 -3%
VAG
23
VisionPoint Advisory Group
Texas
$318K +$7K +1,302 +2%
TC
24
TownSquare Capital
Utah
$318K +$320K +59,473 New
NFG
25
Nations Financial Group
Iowa
$281K -$7.67K -1,428 -3%

GUT Hedge Fund Activity: Q1 2025 in Review

85 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Gabelli Utility Trust (GUT) for Q1 2025, worth a combined $37.6M — down 4.8% from $39.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new GUT positions and 8 closed out — a net gain of 2 holders — while 26 added to existing stakes and 23 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $424K. The largest seller was Sit Investment Associates, cutting an estimated $5.26M.

  • 85 institutional investors held Gabelli Utility Trust (GUT) as of Q1 2025, up from 84 in Q4 2024.
  • Funds reported $37.6M of Gabelli Utility Trust stock for Q1 2025, down 4.8% quarter-over-quarter.
  • 10 funds opened new Gabelli Utility Trust positions in Q1 2025 and 8 closed out, a net change of +2 holders.
  • The largest Gabelli Utility Trust buyer in Q1 2025 was Cambridge Investment Research Advisors, an estimated $424K added.
  • The largest Gabelli Utility Trust seller in Q1 2025 was Sit Investment Associates, an estimated $5.26M sold.

Based on aggregated 13F filings for Q1 2025.