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Gabelli Equity Trust

182 hedge funds and large institutions have $156M invested in Gabelli Equity Trust in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 61 increasing their positions, 34 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 34

5% more capital invested

Capital invested by funds: $148M → $156M (+$7.45M)

0.03% more ownership

Funds ownership: 8.28%8.31% (+0.03%)

6% less funds holding

Funds holding: 193182 (-11)

32% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 19

Holders
182
Holders Change
-11
Holders Change %
-5.7%
% of All Funds
2.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
61
Reduced
34
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$1.37M +$79.5K +13,240 +6%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$1.37M +$120K +19,970 +10%
AAM
28
Advisors Asset Management
Colorado
$1.27M +$3.1K +516 +0.2%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$1.23M +$853K +142,111 +239%
PAG
30
Private Advisor Group
New Jersey
$1.06M -$33.9K -5,654 -3%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$918K +$18K +3,007 +2%
PFO
32
PMG Family Office
Texas
$848K +$835K +139,196 New
WS
33
Wedbush Securities
California
$710K +$15.9K +2,645 +2%
OC
34
Oppenheimer & Co
New York
$700K -$40.3K -6,721 -6%
VBCG
35
Valley Brook Capital Group
Pennsylvania
$693K -$12K -2,000 -2%
SWP
36
Stratos Wealth Partners
Ohio
$689K +$14.9K +2,483 +2%
HF
37
HRT Financial
New York
$662K +$653K +108,835 New
CPRC
38
Consolidated Portfolio Review Corp
New York
$660K -$25.1K -4,190 -4%
KCP
39
Kera Capital Partners
California
$644K
ASN
40
Advisory Services Network
Georgia
$597K -$12K -2,007 -2%
HCM
41
Hollencrest Capital Management
California
$582K
PI
42
PFG Investments
New York
$573K +$7.91K +1,318 +1%
GSEP
43
Golden State Equity Partners
California
$572K -$11.3K -1,889 -2%
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$568K +$171K +28,412 +44%
Stifel Financial
45
Stifel Financial
Missouri
$557K -$27.3K -4,547 -5%
MML Investors Services
46
MML Investors Services
Massachusetts
$553K -$11.3K -1,882 -2%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$545K +$2.47K +412 +0.5%
FZCM
48
Flynn Zito Capital Management
New York
$541K
LBC
49
Leigh Baldwin & Co
New York
$524K
NP
50
NorthRock Partners
Minnesota
$502K +$6.54K +1,090 +1%

GAB Hedge Fund Activity: Q3 2025 in Review

182 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Gabelli Equity Trust (GAB) for Q3 2025, worth a combined $156M — up 5% from $148M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of GAB and 13 opened new positions — a net loss of 6 holders — while 34 trimmed existing stakes and 61 added.

The largest buyer was LPL Financial, adding an estimated $3.38M. The largest seller was Commonwealth Equity Services, cutting an estimated $2.35M.

  • 182 institutional investors held Gabelli Equity Trust (GAB) as of Q3 2025, down from 193 in Q2 2025.
  • Funds reported $156M of Gabelli Equity Trust stock for Q3 2025, up 5% quarter-over-quarter.
  • 13 funds opened new Gabelli Equity Trust positions in Q3 2025 and 19 closed out, a net change of -6 holders.
  • The largest Gabelli Equity Trust buyer in Q3 2025 was LPL Financial, an estimated $3.38M added.
  • The largest Gabelli Equity Trust seller in Q3 2025 was Commonwealth Equity Services, an estimated $2.35M sold.

Based on aggregated 13F filings for Q3 2025.