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Gabelli Equity Trust
GAB

Overview Fund Activity

187 hedge funds and large institutions have $145M invested in Gabelli Equity Trust in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 59 increasing their positions, 47 reducing their positions, and 14 closing their positions.

Holders
187
Holders Change
+1
Holders Change %
+0.54%
% of All Funds
2.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
59
Reduced
47
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JWCA
1
J.W. Cole Advisors
Florida
$7.32M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.66M
3
LPL Financial
3
LPL Financial
California
$22.1M
4
GC
4
Guggenheim Capital
Illinois
$2.09M
5
Cerity Partners
5
Cerity Partners
New York
$1.79M

Top Sellers

1
GSWM
1
Golden State Wealth Management
California
$1.98M
2
FCI
2
Financial Counselors Inc
Kansas
$0
3
AWS
3
Atria Wealth Solutions
New York
$245K
4
VFA
4
Valeo Financial Advisors
Indiana
$0
5
CPRC
5
Consolidated Portfolio Review Corp
New York
$655K
Name Market Value Shares Shares
Change 		Shares
Change %
HWA
51
HCR Wealth Advisors
California
$439K 75,353 – –
HighTower Advisors
52
HighTower Advisors
Illinois
$414K 71,096 +308 +0.4%
KAS
53
Kestra Advisory Services
Texas
$380K 65,339 +14,784 +29%
KWA
54
Kingswood Wealth Advisors
California
$377K 64,836 +3,000 +5%
Mercer Global Advisors
55
Mercer Global Advisors
Colorado
$377K 64,822 -158 -0.2%
EH
56
Equitable Holdings
New York
$367K 63,099 – –
SOS
57
Silver Oak Securities
Tennessee
$354K 60,770 -3,702 -6%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$347K 59,542 -6,398 -10%
SDAM
59
Shulman DeMeo Asset Management
New York
$335K 57,639 -116 -0.2%
DWG
60
Darden Wealth Group
Michigan
$332K 57,000 -5,000 -8%
MT
61
Midwest Trust
Kansas
$307K 52,810 +52,810 New
LWMM
62
Legacy Wealth Management (Mississippi)
Mississippi
$307K 52,739 +34,188 +184%
SIG
63
Stonegate Investment Group
Alabama
$279K 47,974 +1,235 +3%
AWM
64
Arista Wealth Management
Nevada
$274K 47,128 – –
AAS
65
Avantax Advisory Services
Texas
$268K 46,000 -220 -0.5%
Jane Street
66
Jane Street
New York
$263K 45,156 +26,225 +139%
AWS
67
Atria Wealth Solutions
New York
$245K 42,033 -44,382 -51%
GLLW
68
Graves Light Lenhart Wealth
Virginia
$240K 41,224 – –
SF
69
Synovus Financial
Georgia
$230K 39,468 – –
KWM
70
Kingsview Wealth Management
Oregon
$229K 39,426 +50 +0.1%
AF
71
Allworth Financial
California
$226K 38,908 +33,506 +620%
MWM
72
Mission Wealth Management
California
$219K 37,574 – –
NS
73
NBC Securities
Alabama
$217K 37,447 -1,629 -4%
VF
74
Virtu Financial
New York
$204K 35,102 +35,102 New
Baird Financial Group
75
Baird Financial Group
Wisconsin
$189K 32,548 +2,000 +7%
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