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Gabelli Equity Trust
GAB

Overview Fund Activity

189 hedge funds and large institutions have $145M invested in Gabelli Equity Trust in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+3
Holders Change %
+1.61%
% of All Funds
2.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
60
Reduced
47
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JWCA
J.W. Cole Advisors
Florida
+$3.13M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.35M
3
LPL Financial
LPL Financial
California
+$1.92M
4
GC
Guggenheim Capital
Illinois
+$582K
5
Cerity Partners
Cerity Partners
New York
+$403K

Top Sellers

1
GSWM
Golden State Wealth Management
California
-$1.04M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$293K
3
FCI
Financial Counselors Inc
Kansas
-$291K
4
AWS
Atria Wealth Solutions
New York
-$258K
5
VFA
Valeo Financial Advisors
Indiana
-$179K
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$1.19M +$14.9K +2,559 +1%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$1.11M +$7.49K +1,287 +0.7%
PAG
28
Private Advisor Group
New Jersey
$1.04M -$55.6K -9,547 -5%
Osaic Holdings
29
Osaic Holdings
Arizona
$1M -$21.2K -3,927 -2%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$860K +$55.2K +9,474 +7%
OC
31
Oppenheimer & Co
New York
$708K +$39.5K +6,788 +6%
VBCG
32
Valley Brook Capital Group
Pennsylvania
$674K +$17.5K +3,000 +3%
EWM
33
Empirical Wealth Management
Washington
$669K – – –
WS
34
Wedbush Securities
California
$663K -$43.6K -7,494 -6%
CPRC
35
Consolidated Portfolio Review Corp
New York
$655K -$141K -24,235 -18%
SWP
36
Stratos Wealth Partners
Ohio
$644K +$82.2K +14,115 +15%
KCP
37
Kera Capital Partners
California
$616K – – –
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$589K -$14.9K -2,510 -2%
ASN
39
Advisory Services Network
Georgia
$582K -$11.7K -2,010 -2%
Stifel Financial
40
Stifel Financial
Missouri
$558K -$97.3K -16,715 -15%
GSEP
41
Golden State Equity Partners
California
$558K -$7.89K -1,356 -1%
HCM
42
Hollencrest Capital Management
California
$556K – – –
MML Investors Services
43
MML Investors Services
Massachusetts
$540K -$576 -99 -0.1%
PI
44
PFG Investments
New York
$539K +$35.8K +6,143 +7%
CL
45
Choreo LLC
Illinois
$536K – – –
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$518K +$6.65K +1,143 +1%
FZCM
47
Flynn Zito Capital Management
New York
$517K – – –
LBC
48
Leigh Baldwin & Co
New York
$501K – – –
CIBC World Market
49
CIBC World Market
Ontario, Canada
$474K +$20.5K +3,514 +5%
NP
50
NorthRock Partners
Minnesota
$474K +$6.69K +1,150 +1%
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