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 6 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACP
26
Aviance Capital Partners
Florida
$308K
PAG
27
Private Advisor Group
New Jersey
$248K
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
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$199K
RA
32
Ruggaard & Associates
Ohio
$192K
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$192K
LPL Financial
34
LPL Financial
California
$188K
UBS Group
35
UBS Group
Switzerland
$186K
OPA
36
Old Port Advisors
Maine
$160K
BI
37
Beckerman Institutional
New Jersey
$131K
LJAC
38
L.J. Altfest & Co
New York
$119K
OHWP
39
Oak Harbor Wealth Partners
North Carolina
$118K
MIC
40
Meridian Investment Counsel
California
$114K
HighTower Advisors
41
HighTower Advisors
Illinois
$111K
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$110K
Osaic Holdings
43
Osaic Holdings
Arizona
$110K
GRP
44
Global Retirement Partners
California
$74.5K
AF
45
Advisornet Financial
Minnesota
$30.8K
MCM
46
MAI Capital Management
Ohio
$20.5K
AG
47
AmeriFlex Group
Nevada
$19.8K
FAM
48
Flaharty Asset Management
Florida
$19.1K
CIA
49
Cape Investment Advisory
Georgia
$18.1K
Bank of America
50
Bank of America
North Carolina
$16.3K