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GUT

Gabelli Utility Trust

91 hedge funds and large institutions have $39.8M invested in Gabelli Utility Trust in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 15

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

7% more funds holding

Funds holding: 8591 (+6)

6% more capital invested

Capital invested by funds: $37.6M → $39.8M (+$2.2M)

0.21% less ownership

Funds ownership: 7.98%7.78% (-0.21%)

Holders
91
Holders Change
+6
Holders Change %
+7.06%
% of All Funds
1.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
35
Reduced
15
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$9.16M +$124K +22,862 +1%
LPL Financial
2
LPL Financial
California
$5.44M -$109K -20,138 -2%
Morgan Stanley
3
Morgan Stanley
New York
$4.68M +$169K +31,245 +4%
GI
4
GAMCO Investors
Connecticut
$1.92M -$8.16K -1,507 -0.5%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.58M +$412K +76,065 +39%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.33M +$156K +28,799 +14%
VCM
7
Virtue Capital Management
Tennessee
$1.23M
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$804K +$31.2K +5,770 +4%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$767K +$8.53K +1,576 +1%
BWP
10
Balboa Wealth Partners
Arizona
$652K -$78.8K -14,559 -11%
JWCA
11
J.W. Cole Advisors
Florida
$608K +$109K +20,163 +24%
Raymond James Financial
12
Raymond James Financial
Florida
$602K +$11.1K +2,042 +2%
SPIA
13
Steward Partners Investment Advisory
New York
$553K -$46.8K -8,650 -8%
IAIM
14
International Assets Investment Management
Florida
$549K +$15.3K +2,819 +3%
MWM
15
Mission Wealth Management
California
$434K +$405K +74,800 New
CA
16
CoreCap Advisors
Michigan
$424K -$7.58K -1,400 -2%
ACM
17
Arlington Capital Management
Illinois
$398K +$7.02K +1,297 +2%
AWS
18
Atria Wealth Solutions
New York
$394K -$143K -26,450 -28%
MA
19
MAS Advisors
Florida
$392K +$12.2K +2,248 +3%
VAG
20
VisionPoint Advisory Group
Texas
$392K +$43.9K +8,101 +14%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$390K +$25.5K +4,715 +8%
Fisher Asset Management
22
Fisher Asset Management
Washington
$365K +$3.79K +700 +1%
Creative Planning
23
Creative Planning
Kansas
$337K -$13.5K -2,501 -4%
EWM
24
Elite Wealth Management
Washington
$331K +$309K +57,100 New
NFG
25
Nations Financial Group
Iowa
$305K +$395 +73 +0.1%

GUT Hedge Fund Activity: Q2 2025 in Review

91 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Gabelli Utility Trust (GUT) for Q2 2025, worth a combined $39.8M — up 5.9% from $37.6M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new GUT positions and 10 closed out — a net gain of 6 holders — while 35 added to existing stakes and 15 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $412K. The largest seller was Sit Investment Associates, exiting entirely with an estimated $2.73M sold.

  • 91 institutional investors held Gabelli Utility Trust (GUT) as of Q2 2025, up from 85 in Q1 2025.
  • Funds reported $39.8M of Gabelli Utility Trust stock for Q2 2025, up 5.9% quarter-over-quarter.
  • 16 funds opened new Gabelli Utility Trust positions in Q2 2025 and 10 closed out, a net change of +6 holders.
  • The largest Gabelli Utility Trust buyer in Q2 2025 was Osaic Holdings, an estimated $412K added.
  • The largest Gabelli Utility Trust seller in Q2 2025 was Sit Investment Associates, an estimated $2.73M sold.

Based on aggregated 13F filings for Q2 2025.