Ellsworth Growth & Income Fund
ECF
56 hedge funds and large institutions have $75.8M invested in Ellsworth Growth & Income Fund in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 4 closing their positions.
15% more capital invested
Capital invested by funds: $65.9M → $75.8M (+$9.93M)
0.78% more ownership
Funds ownership: 46.97% → 47.75% (+0.78%)
2% less funds holding
Funds holding: 57 → 56 (-1)
11% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 19
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.27M |
| 2 |
Pathstone Holdings
Englewood,
New Jersey
|
+$1.25M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$625K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$403K |
| 5 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$269K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.14M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$603K |
| 3 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$292K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$263K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$208K |
ECF Hedge Fund Activity: Q3 2025 in Review
56 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Ellsworth Growth & Income Fund (ECF) for Q3 2025, worth a combined $75.8M — up 15% from $65.9M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of ECF and 3 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 17 added.
The largest buyer was Sit Investment Associates, adding an estimated $1.27M. The largest seller was Ameriprise, cutting an estimated $1.14M.
- 56 institutional investors held Ellsworth Growth & Income Fund (ECF) as of Q3 2025, down from 57 in Q2 2025.
- Funds reported $75.8M of Ellsworth Growth & Income Fund stock for Q3 2025, up 15% quarter-over-quarter.
- 3 funds opened new Ellsworth Growth & Income Fund positions in Q3 2025 and 4 closed out, a net change of -1 holder.
- The largest Ellsworth Growth & Income Fund buyer in Q3 2025 was Sit Investment Associates, an estimated $1.27M added.
- The largest Ellsworth Growth & Income Fund seller in Q3 2025 was Ameriprise, an estimated $1.14M sold.
Based on aggregated 13F filings for Q3 2025.