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Gabelli Equity Trust

205 hedge funds and large institutions have $154M invested in Gabelli Equity Trust in 2026 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 68 increasing their positions, 38 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 16

79% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 38

7% more funds holding

Funds holding: 191205 (+14)

0.39% more ownership

Funds ownership: 8.46%8.86% (+0.39%)

4% less capital invested

Capital invested by funds: $160M → $154M (-$6.03M)

Holders
205
Holders Change
+14
Holders Change %
+7.33%
% of All Funds
2.52%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
37
Increased
68
Reduced
38
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$25.1M +$126K +20,991 +0.5%
Morgan Stanley
2
Morgan Stanley
New York
$13.8M +$234K +38,990 +2%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$8.53M +$39.6K +6,598 +0.4%
PTC
4
Philadelphia Trust Company
Pennsylvania
$5.73M -$252K -42,075 -4%
GI
5
GAMCO Investors
Connecticut
$4.71M
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$3.97M +$205K +34,195 +5%
Raymond James Financial
7
Raymond James Financial
Florida
$3.43M -$183K -30,501 -5%
IFG
8
Independent Financial Group
California
$3.28M +$265K +44,167 +8%
Wells Fargo
9
Wells Fargo
California
$3.24M -$375K -62,521 -10%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$3.19M +$43.3K +7,220 +1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.09M +$56.2K +9,374 +2%
LOPW
12
Live Oak Private Wealth
North Carolina
$2.88M
Bank of America
13
Bank of America
North Carolina
$2.62M -$786K -130,970 -22%
SC
14
Scotia Capital
Ontario, Canada
$2.55M -$10.4K -1,736 -0.4%
KAS
15
Kestra Advisory Services
Texas
$2.54M -$19.5K -3,255 -0.7%
IAA
16
Independent Advisor Alliance
North Carolina
$2.27M +$2.43M +405,588 New
UFM
17
Ursa Fund Management
California
$2.06M +$2.21M +367,924 New
YCM
18
Yakira Capital Management
Connecticut
$2.03M +$2.17M +362,409 New
BFM
19
Boothbay Fund Management
New York
$1.97M +$2.11M +352,055 New
Cerity Partners
20
Cerity Partners
New York
$1.94M +$187K +31,196 +10%
AWM
21
Accel Wealth Management
Iowa
$1.92M -$51.9K -8,656 -2%
AGM
22
Alpine Global Management
New York
$1.88M +$2.02M +336,337 New
Creative Planning
23
Creative Planning
Kansas
$1.83M -$9.7K -1,616 -0.5%
SPIA
24
Steward Partners Investment Advisory
New York
$1.79M +$52.4K +8,735 +3%
UBS Group
25
UBS Group
Switzerland
$1.7M -$179K -29,763 -9%