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Gabelli Equity Trust
GAB

Overview Fund Activity

187 hedge funds and large institutions have $145M invested in Gabelli Equity Trust in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 59 increasing their positions, 47 reducing their positions, and 14 closing their positions.

Holders
187
Holders Change
+1
Holders Change %
+0.54%
% of All Funds
2.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
59
Reduced
47
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JWCA
1
J.W. Cole Advisors
Florida
$7.32M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.66M
3
LPL Financial
3
LPL Financial
California
$22.1M
4
GC
4
Guggenheim Capital
Illinois
$2.09M
5
Cerity Partners
5
Cerity Partners
New York
$1.79M

Top Sellers

1
GSWM
1
Golden State Wealth Management
California
$1.98M
2
FCI
2
Financial Counselors Inc
Kansas
$0
3
AWS
3
Atria Wealth Solutions
New York
$245K
4
VFA
4
Valeo Financial Advisors
Indiana
$0
5
CPRC
5
Consolidated Portfolio Review Corp
New York
$655K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$22.1M 3,804,780 +330,144 +10%
Morgan Stanley
2
Morgan Stanley
New York
$14.3M 2,464,758 +39,857 +2%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$10.9M 1,878,662 -13,621 -0.7%
JWCA
4
J.W. Cole Advisors
Florida
$7.32M 1,258,278 +537,971 +75%
PTC
5
Philadelphia Trust Company
Pennsylvania
$6.64M 1,141,144 -3,100 -0.3%
GI
6
GAMCO Investors
Connecticut
$4.9M 841,675 -5,430 -0.6%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$3.5M 601,262 +27,661 +5%
Raymond James Financial
8
Raymond James Financial
Florida
$3.23M 554,382 +41,437 +8%
Bank of America
9
Bank of America
North Carolina
$3.09M 531,315 +23,911 +5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3.07M 527,685 +11,171 +2%
LOPW
11
Live Oak Private Wealth
North Carolina
$2.99M 514,176 – –
Creative Planning
12
Creative Planning
Kansas
$2.68M 460,823 +116 +0%
SC
13
Scotia Capital
Ontario, Canada
$2.67M 459,571 +1,487 +0.3%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.66M 457,149 +404,110 +762%
Wells Fargo
15
Wells Fargo
California
$2.65M 455,912 -1,508 -0.3%
Cohen & Steers
16
Cohen & Steers
New York
$2.33M 400,000 – –
IAIM
17
International Assets Investment Management
Florida
$2.31M 397,426 – –
UBS Group
18
UBS Group
Switzerland
$2.21M 379,728 +35,824 +10%
AWM
19
Accel Wealth Management
Iowa
$2.12M 364,694 +4,185 +1%
GC
20
Guggenheim Capital
Illinois
$2.09M 358,969 +99,982 +39%
GSWM
21
Golden State Wealth Management
California
$1.98M 339,861 -178,781 -34%
SPIA
22
Steward Partners Investment Advisory
New York
$1.86M 318,939 +68,549 +27%
Cerity Partners
23
Cerity Partners
New York
$1.79M 306,890 +69,237 +29%
MGWM
24
Marks Group Wealth Management
Minnesota
$1.42M 244,838 – –
AAM
25
Advisors Asset Management
Colorado
$1.21M 208,465 -1,118 -0.5%
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