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GUT

Gabelli Utility Trust

101 hedge funds and large institutions have $42.4M invested in Gabelli Utility Trust in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

83% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 18

3% more funds holding

Funds holding: 98101 (+3)

0.42% more ownership

Funds ownership: 7.55%7.97% (+0.42%)

12% less capital invested

Capital invested by funds: $48.1M → $42.4M (-$5.7M)

Holders
101
Holders Change
+3
Holders Change %
+3.06%
% of All Funds
1.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
33
Reduced
18
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
$7.84M -$1.33M -221,004 -15%
LPL Financial
2
LPL Financial
California
$5.69M -$229K -37,997 -4%
Morgan Stanley
3
Morgan Stanley
New York
$5.68M +$900K +149,632 +19%
Osaic Holdings
4
Osaic Holdings
Arizona
$2.48M +$574K +95,363 +30%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.47M +$310K +51,553 +14%
GI
6
GAMCO Investors
Connecticut
$2M
PGWA
7
Plus Group Wealth Advisors
Wisconsin
$1.07M +$1.07M +178,016 New
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$917K +$205K +34,056 +29%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$820K -$4.62K -767 -0.6%
Raymond James Financial
10
Raymond James Financial
Florida
$774K +$33.5K +5,565 +5%
BWP
11
Balboa Wealth Partners
Arizona
$631K -$25.9K -4,304 -4%
JWCA
12
J.W. Cole Advisors
Florida
$603K +$3.58K +595 +0.6%
IAIM
13
International Assets Investment Management
Florida
$571K
VCM
14
Virtue Capital Management
Tennessee
$555K +$265K +44,044 +92%
CA
15
CoreCap Advisors
Michigan
$467K +$50.5K +8,400 +12%
KAS
16
Kestra Advisory Services
Texas
$462K +$38.9K +6,472 +9%
WS
17
Wedbush Securities
California
$448K +$164K +27,240 +58%
SPIA
18
Steward Partners Investment Advisory
New York
$434K -$51.5K -8,550 -11%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$402K +$27.8K +4,619 +8%
KA
20
Kovack Advisors
Florida
$353K +$353K +58,582 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$349K -$35.5K -5,900 -9%
Creative Planning
22
Creative Planning
Kansas
$346K -$10.1K -1,681 -3%
VAG
23
VisionPoint Advisory Group
Texas
$330K -$83.9K -13,939 -20%
NFG
24
Nations Financial Group
Iowa
$318K +$277 +46 +0.1%
PWM
25
Pines Wealth Management
North Carolina
$302K

GUT Hedge Fund Activity: Q4 2025 in Review

101 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Gabelli Utility Trust (GUT) for Q4 2025, worth a combined $42.4M — down 12% from $48.1M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new GUT positions and 8 closed out — a net gain of 7 holders — while 33 added to existing stakes and 18 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $900K. The largest seller was Commonwealth Equity Services, cutting an estimated $1.33M.

  • 101 institutional investors held Gabelli Utility Trust (GUT) as of Q4 2025, up from 98 in Q3 2025.
  • Funds reported $42.4M of Gabelli Utility Trust stock for Q4 2025, down 12% quarter-over-quarter.
  • 15 funds opened new Gabelli Utility Trust positions in Q4 2025 and 8 closed out, a net change of +7 holders.
  • The largest Gabelli Utility Trust buyer in Q4 2025 was Morgan Stanley, an estimated $900K added.
  • The largest Gabelli Utility Trust seller in Q4 2025 was Commonwealth Equity Services, an estimated $1.33M sold.

Based on aggregated 13F filings for Q4 2025.