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Gabelli Equity Trust

191 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, 48 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$1.19M
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$1.11M
PAG
28
Private Advisor Group
New Jersey
$1.04M
Osaic Holdings
29
Osaic Holdings
Arizona
$1M
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$860K
OC
31
Oppenheimer & Co
New York
$708K
VBCG
32
Valley Brook Capital Group
Pennsylvania
$674K
EWM
33
Empirical Wealth Management
Washington
$669K
WS
34
Wedbush Securities
California
$663K
CPRC
35
Consolidated Portfolio Review Corp
New York
$655K
SWP
36
Stratos Wealth Partners
Ohio
$644K
KCP
37
Kera Capital Partners
California
$616K
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$589K
ASN
39
Advisory Services Network
Georgia
$582K
Stifel Financial
40
Stifel Financial
Missouri
$558K
GSEP
41
Golden State Equity Partners
California
$558K
HCM
42
Hollencrest Capital Management
California
$556K
MML Investors Services
43
MML Investors Services
Massachusetts
$540K
PI
44
PFG Investments
New York
$539K
CL
45
Choreo LLC
Illinois
$536K
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$518K
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
NP
50
NorthRock Partners
Minnesota
$474K