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Gabelli Equity Trust
GAB

Overview Fund Activity

186 hedge funds and large institutions have $129M invested in Gabelli Equity Trust in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 64 increasing their positions, 42 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
-12
Holders Change %
-6.06%
% of All Funds
2.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
64
Reduced
42
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JWCA
J.W. Cole Advisors
Florida
+$3.86M
2
GC
Guggenheim Capital
Illinois
+$504K
3
Morgan Stanley
Morgan Stanley
New York
+$415K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$376K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$368K

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$124M
2
WA
Whipplewood Advisors
Colorado
-$2.29M
3
IAA
Independent Advisor Alliance
North Carolina
-$1.98M
4
Baird Financial Group
Baird Financial Group
Wisconsin
-$915K
5
Bank of America
Bank of America
North Carolina
-$462K
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$1.05M +$84.2K +15,270 +9%
Osaic Holdings
27
Osaic Holdings
Arizona
$1.05M +$83.8K +15,203 +9%
PAG
28
Private Advisor Group
New Jersey
$1.04M +$147K +26,708 +16%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$762K +$368K +66,772 +93%
CPRC
30
Consolidated Portfolio Review Corp
New York
$754K +$76.7K +13,928 +11%
WS
31
Wedbush Securities
California
$669K +$25.8K +4,687 +4%
EWM
32
Empirical Wealth Management
Washington
$633K – – –
OC
33
Oppenheimer & Co
New York
$633K +$226K +40,947 +55%
VBCG
34
Valley Brook Capital Group
Pennsylvania
$622K +$77.1K +14,000 +14%
Stifel Financial
35
Stifel Financial
Missouri
$621K -$119K -21,520 -16%
KCP
36
Kera Capital Partners
California
$583K – – –
ASN
37
Advisory Services Network
Georgia
$562K -$1.6K -290 -0.3%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$561K -$212K -38,397 -27%
GSEP
39
Golden State Equity Partners
California
$535K -$1K -182 -0.2%
SWP
40
Stratos Wealth Partners
Ohio
$532K -$327K -59,391 -38%
HCM
41
Hollencrest Capital Management
California
$526K – – –
MML Investors Services
42
MML Investors Services
Massachusetts
$512K +$2.61K +473 +0.5%
CL
43
Choreo LLC
Illinois
$507K – – –
FZCM
44
Flynn Zito Capital Management
New York
$489K +$347K +62,951 +243%
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$485K +$12.2K +2,207 +3%
PI
46
PFG Investments
New York
$477K +$16.1K +2,928 +4%
AWS
47
Atria Wealth Solutions
New York
$476K -$47.7K -8,661 -9%
LBC
48
Leigh Baldwin & Co
New York
$474K – – –
NP
49
NorthRock Partners
Minnesota
$442K +$6.28K +1,139 +1%
CIBC World Market
50
CIBC World Market
Ontario, Canada
$429K +$41.1K +7,461 +11%
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