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Gabelli Equity Trust
GAB

193 hedge funds and large institutions have $148M invested in Gabelli Equity Trust in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 62 increasing their positions, 47 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

32% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 47

13% more capital invested

Capital invested by funds: $131M → $148M (+$16.7M)

3% more funds holding

Funds holding: 187 → 193 (+6)

0.52% more ownership

Funds ownership: 7.76% → 8.28% (+0.52%)

Holders
193
Holders Change
+6
Holders Change %
+3.21%
% of All Funds
2.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
62
Reduced
47
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JWCA
J.W. Cole Advisors
Florida
+$3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.25M
3
LPL Financial
LPL Financial
California
+$1.84M
4
GC
Guggenheim Capital
Illinois
+$557K
5
Cerity Partners
Cerity Partners
New York
+$386K

Top Sellers

Rank Fund Capital Flow
1
GSWM
Golden State Wealth Management
California
-$996K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$293K
3
FCI
Financial Counselors Inc
Kansas
-$291K
4
AWS
Atria Wealth Solutions
New York
-$247K
5
CPRC
Consolidated Portfolio Review Corp
New York
-$135K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$1.23M +$120K +21,539 +11%
AAM
27
Advisors Asset Management
Colorado
$1.21M -$6.23K -1,118 -0.5%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$1.19M +$14.3K +2,559 +1%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$1.11M +$7.17K +1,287 +0.7%
PAG
30
Private Advisor Group
New Jersey
$1.04M -$53.2K -9,547 -5%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$860K +$52.8K +9,474 +7%
OC
32
Oppenheimer & Co
New York
$708K +$37.8K +6,788 +6%
VBCG
33
Valley Brook Capital Group
Pennsylvania
$674K +$16.7K +3,000 +3%
EWM
34
Empirical Wealth Management
Washington
$669K – – –
WS
35
Wedbush Securities
California
$663K -$41.7K -7,494 -6%
CPRC
36
Consolidated Portfolio Review Corp
New York
$655K -$135K -24,235 -18%
SWP
37
Stratos Wealth Partners
Ohio
$644K +$78.6K +14,115 +15%
KCP
38
Kera Capital Partners
California
$616K – – –
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$589K -$14K -2,510 -2%
ASN
40
Advisory Services Network
Georgia
$582K -$11.2K -2,010 -2%
Stifel Financial
41
Stifel Financial
Missouri
$558K -$93.1K -16,715 -15%
GSEP
42
Golden State Equity Partners
California
$558K -$7.55K -1,356 -1%
HCM
43
Hollencrest Capital Management
California
$556K – – –
MML Investors Services
44
MML Investors Services
Massachusetts
$540K -$552 -99 -0.1%
PI
45
PFG Investments
New York
$539K +$34.2K +6,143 +7%
CL
46
Choreo LLC
Illinois
$536K – – –
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$518K +$6.37K +1,143 +1%
FZCM
48
Flynn Zito Capital Management
New York
$517K – – –
LBC
49
Leigh Baldwin & Co
New York
$501K – – –
CIBC World Market
50
CIBC World Market
Ontario, Canada
$474K +$19.6K +3,514 +5%
1
2
3 4 5

GAB Hedge Fund Activity: Q2 2025 in Review

193 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Gabelli Equity Trust (GAB) for Q2 2025, worth a combined $148M — up 13% from $131M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new GAB positions and 14 closed out — a net gain of 8 holders — while 62 added to existing stakes and 47 trimmed.

The largest buyer was J.W. Cole Advisors, adding an estimated $3M. The largest seller was Golden State Wealth Management, cutting an estimated $996K.

  • 193 institutional investors held Gabelli Equity Trust (GAB) as of Q2 2025, up from 187 in Q1 2025.
  • Funds reported $148M of Gabelli Equity Trust stock for Q2 2025, up 13% quarter-over-quarter.
  • 22 funds opened new Gabelli Equity Trust positions in Q2 2025 and 14 closed out, a net change of +8 holders.
  • The largest Gabelli Equity Trust buyer in Q2 2025 was J.W. Cole Advisors, an estimated $3M added.
  • The largest Gabelli Equity Trust seller in Q2 2025 was Golden State Wealth Management, an estimated $996K sold.

Based on aggregated 13F filings for Q2 2025.