We are live on ! Find out more
GUT

Gabelli Utility Trust

93 hedge funds and large institutions have $44.2M invested in Gabelli Utility Trust in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 22 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 22

4% more capital invested

Capital invested by funds: $42.4M → $44.2M (+$1.84M)

0.32% more ownership

Funds ownership: 7.97%8.29% (+0.32%)

8% less funds holding

Funds holding: 10193 (-8)

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

Holders
93
Holders Change
-8
Holders Change %
-7.92%
% of All Funds
1.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
34
Reduced
22
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$7.74M -$131K -21,608 -2%
LPL Financial
2
LPL Financial
California
$5.75M +$41K +6,770 +0.7%
Morgan Stanley
3
Morgan Stanley
New York
$5.61M -$89K -14,715 -2%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$3.61M +$1.13M +186,429 +45%
Osaic Holdings
5
Osaic Holdings
Arizona
$2.9M +$410K +67,770 +16%
GI
6
GAMCO Investors
Connecticut
$2M
PGWA
7
Plus Group Wealth Advisors
Wisconsin
$1.08M +$7.59K +1,255 +0.7%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$1.07M +$149K +24,591 +16%
ACM
9
Arlington Capital Management
Illinois
$890K +$890K +147,065 New
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$838K +$15.1K +2,500 +2%
Raymond James Financial
11
Raymond James Financial
Florida
$787K +$10.3K +1,696 +1%
BWP
12
Balboa Wealth Partners
Arizona
$685K +$52.5K +8,679 +8%
CA
13
CoreCap Advisors
Michigan
$604K +$136K +22,425 +29%
WS
14
Wedbush Securities
California
$569K +$119K +19,732 +27%
IAIM
15
International Assets Investment Management
Florida
$537K -$30.3K -5,000 -5%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$485K +$245K +40,507 +102%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$468K +$118K +19,506 +34%
KAS
18
Kestra Advisory Services
Texas
$424K -$40.2K -6,637 -9%
Creative Planning
19
Creative Planning
Kansas
$344K -$3K -496 -0.9%
VCM
20
Virtue Capital Management
Tennessee
$340K -$208K -34,301 -37%
VAG
21
VisionPoint Advisory Group
Texas
$338K +$7.18K +1,186 +2%
NFG
22
Nations Financial Group
Iowa
$319K
KA
23
Kovack Advisors
Florida
$315K -$39.5K -6,533 -11%
PWM
24
Pines Wealth Management
North Carolina
$303K
WQ
25
Wealth Quarterback
New Jersey
$285K +$39K +6,442 +16%

GUT Hedge Fund Activity: Q1 2026 in Review

93 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Gabelli Utility Trust (GUT) for Q1 2026, worth a combined $44.2M — up 4.3% from $42.4M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of GUT and 8 opened new positions — a net loss of 5 holders — while 22 trimmed existing stakes and 34 added.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $1.13M. The largest seller was J.W. Cole Advisors, exiting entirely with an estimated $603K sold.

  • 93 institutional investors held Gabelli Utility Trust (GUT) as of Q1 2026, down from 101 in Q4 2025.
  • Funds reported $44.2M of Gabelli Utility Trust stock for Q1 2026, up 4.3% quarter-over-quarter.
  • 8 funds opened new Gabelli Utility Trust positions in Q1 2026 and 13 closed out, a net change of -5 holders.
  • The largest Gabelli Utility Trust buyer in Q1 2026 was Cambridge Investment Research Advisors, an estimated $1.13M added.
  • The largest Gabelli Utility Trust seller in Q1 2026 was J.W. Cole Advisors, an estimated $603K sold.

Based on aggregated 13F filings for Q1 2026.