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ECF

Ellsworth Growth & Income Fund

57 hedge funds and large institutions have $65.9M invested in Ellsworth Growth & Income Fund in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

43% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 14

19% more capital invested

Capital invested by funds: $55.6M → $65.9M (+$10.3M)

6% more funds holding

Funds holding: 5457 (+3)

2.31% more ownership

Funds ownership: 44.67%46.97% (+2.3%)

Holders
57
Holders Change
+3
Holders Change %
+5.56%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
20
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACP
26
Aviance Capital Partners
Florida
$308K +$1.47K +156 +0.5%
PAG
27
Private Advisor Group
New Jersey
$248K +$22.7K +2,406 +11%
KPF
28
K2 Principal Fund
Ontario, Canada
$244K
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$228K
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$208K +$192K +20,315 New
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$199K -$5.6K -593 -3%
RA
32
Ruggaard & Associates
Ohio
$192K
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$192K -$14.2K -1,500 -7%
LPL Financial
34
LPL Financial
California
$188K +$12.7K +1,340 +8%
UBS Group
35
UBS Group
Switzerland
$186K +$43.7K +4,626 +34%
OPA
36
Old Port Advisors
Maine
$160K -$32.7K -3,465 -18%
Osaic Holdings
37
Osaic Holdings
Arizona
$157K +$14.5K +1,535 +11%
BI
38
Beckerman Institutional
New Jersey
$131K
LJAC
39
L.J. Altfest & Co
New York
$119K
OHWP
40
Oak Harbor Wealth Partners
North Carolina
$118K
MIC
41
Meridian Investment Counsel
California
$114K
HighTower Advisors
42
HighTower Advisors
Illinois
$111K -$1.78K -189 -2%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$110K
GRP
44
Global Retirement Partners
California
$74.5K +$68.7K +7,267 New
AF
45
Advisornet Financial
Minnesota
$30.8K +$28.4K +3,007 New
MCM
46
MAI Capital Management
Ohio
$20.5K
AG
47
AmeriFlex Group
Nevada
$19.8K +$5.92K +627 +48%
CIA
48
Cape Investment Advisory
Georgia
$18.1K
Bank of America
49
Bank of America
North Carolina
$16.3K +$14.5K +1,538 +2,796%
CA
50
Cornerstone Advisors
North Carolina
$7.91K +$7.29K +772 New

ECF Hedge Fund Activity: Q2 2025 in Review

57 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Ellsworth Growth & Income Fund (ECF) for Q2 2025, worth a combined $65.9M — up 19% from $55.6M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new ECF positions and 2 closed out — a net gain of 3 holders — while 20 added to existing stakes and 14 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $2.8M. The largest seller was Wells Fargo, cutting an estimated $986K.

  • 57 institutional investors held Ellsworth Growth & Income Fund (ECF) as of Q2 2025, up from 54 in Q1 2025.
  • Funds reported $65.9M of Ellsworth Growth & Income Fund stock for Q2 2025, up 19% quarter-over-quarter.
  • 5 funds opened new Ellsworth Growth & Income Fund positions in Q2 2025 and 2 closed out, a net change of +3 holders.
  • The largest Ellsworth Growth & Income Fund buyer in Q2 2025 was Sit Investment Associates, an estimated $2.8M added.
  • The largest Ellsworth Growth & Income Fund seller in Q2 2025 was Wells Fargo, an estimated $986K sold.

Based on aggregated 13F filings for Q2 2025.