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GUT

Gabelli Utility Trust

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.

New
Increased
Maintained
Reduced
Closed

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: 9198 (+7)

0.23% less ownership

Funds ownership: 7.78%7.55% (-0.23%)

Holders
98
Holders Change
+7
Holders Change %
+7.69%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
27
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$9.23M -$351K -58,265 -4%
VCM
2
Virtue Capital Management
Tennessee
$8M -$987K -164,013 -77%
LPL Financial
3
LPL Financial
California
$5.96M +$258K +42,922 +5%
Morgan Stanley
4
Morgan Stanley
New York
$4.81M -$80.2K -13,334 -2%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.18M +$773K +128,508 +56%
GI
6
GAMCO Investors
Connecticut
$2.01M
Osaic Holdings
7
Osaic Holdings
Arizona
$1.88M +$262K +43,618 +16%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$830K -$11.1K -1,840 -1%
Raymond James Financial
9
Raymond James Financial
Florida
$745K +$114K +19,014 +18%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$716K -$85.4K -14,196 -11%
BWP
11
Balboa Wealth Partners
Arizona
$661K -$21.4K -3,562 -3%
JWCA
12
J.W. Cole Advisors
Florida
$614K -$21.9K -3,647 -3%
IAIM
13
International Assets Investment Management
Florida
$552K
SPIA
14
Steward Partners Investment Advisory
New York
$489K -$88.9K -14,770 -15%
MA
15
MAS Advisors
Florida
$452K +$41.6K +6,921 +10%
KAS
16
Kestra Advisory Services
Texas
$426K +$119K +19,806 +39%
CA
17
CoreCap Advisors
Michigan
$419K -$24.7K -4,100 -6%
VAG
18
VisionPoint Advisory Group
Texas
$416K +$6.15K +1,023 +2%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$387K +$136K +22,523 +55%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$371K -$29.6K -4,918 -7%
Creative Planning
21
Creative Planning
Kansas
$358K +$5.19K +863 +1%
EWM
22
Elite Wealth Management
Washington
$347K
NFG
23
Nations Financial Group
Iowa
$320K +$409 +68 +0.1%
PWM
24
Pines Wealth Management
North Carolina
$304K +$301K +50,000 New
WS
25
Wedbush Securities
California
$286K +$44.8K +7,450 +19%

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.