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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 %
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$1.19M 204,703 +2,559 +1%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$1.11M 191,249 +1,287 +0.7%
PAG
28
Private Advisor Group
New Jersey
$1.04M 179,301 -9,547 -5%
Osaic Holdings
29
Osaic Holdings
Arizona
$1M 185,834 -3,927 -2%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$860K 147,684 +9,474 +7%
OC
31
Oppenheimer & Co
New York
$708K 121,605 +6,788 +6%
VBCG
32
Valley Brook Capital Group
Pennsylvania
$674K 115,836 +3,000 +3%
EWM
33
Empirical Wealth Management
Washington
$669K 114,937 – –
WS
34
Wedbush Securities
California
$663K 113,984 -7,494 -6%
CPRC
35
Consolidated Portfolio Review Corp
New York
$655K 112,532 -24,235 -18%
SWP
36
Stratos Wealth Partners
Ohio
$644K 110,735 +14,115 +15%
KCP
37
Kera Capital Partners
California
$616K 105,780 – –
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$589K 99,274 -2,510 -2%
ASN
39
Advisory Services Network
Georgia
$582K 100,044 -2,010 -2%
Stifel Financial
40
Stifel Financial
Missouri
$558K 95,927 -16,715 -15%
GSEP
41
Golden State Equity Partners
California
$558K 95,820 -1,356 -1%
HCM
42
Hollencrest Capital Management
California
$556K 95,533 – –
MML Investors Services
43
MML Investors Services
Massachusetts
$540K 92,767 -99 -0.1%
PI
44
PFG Investments
New York
$539K 92,692 +6,143 +7%
CL
45
Choreo LLC
Illinois
$536K 92,100 – –
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$518K 89,087 +1,143 +1%
FZCM
47
Flynn Zito Capital Management
New York
$517K 88,806 – –
LBC
48
Leigh Baldwin & Co
New York
$501K 86,084 – –
CIBC World Market
49
CIBC World Market
Ontario, Canada
$474K 81,459 +3,514 +5%
NP
50
NorthRock Partners
Minnesota
$474K 81,363 +1,150 +1%
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