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Gabelli Equity Trust

177 hedge funds and large institutions have $151M invested in Gabelli Equity Trust in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 59 increasing their positions, 34 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
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

Top Sellers

1 -$2.38M
2 -$2.33M
3 -$1.11M
4
Morgan Stanley
Morgan Stanley
New York
-$890K
5
CL
Choreo LLC
Illinois
-$536K
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$490K
HWA
52
HCR Wealth Advisors
California
$463K
EWM
53
Empirical Wealth Management
Washington
$436K
KWA
54
Kingswood Wealth Advisors
California
$395K
EH
55
Equitable Holdings
New York
$384K
SOS
56
Silver Oak Securities
Tennessee
$363K
SDAM
57
Shulman DeMeo Asset Management
New York
$350K
DWG
58
Darden Wealth Group
Michigan
$347K
MT
59
Midwest Trust
Kansas
$322K
SIG
60
Stonegate Investment Group
Alabama
$299K
AWM
61
Arista Wealth Management
Nevada
$287K
BEI
62
Benjamin Edwards Inc
Missouri
$264K
GLLW
63
Graves Light Lenhart Wealth
Virginia
$251K
SF
64
Synovus Financial
Georgia
$240K
KWM
65
Kingsview Wealth Management
Oregon
$240K
MWM
66
Mission Wealth Management
California
$229K
NS
67
NBC Securities
Alabama
$228K
Mariner
68
Mariner
Kansas
$219K
SFS
69
Symphony Financial Services
Ohio
$195K
IA
70
IFG Advisory
Georgia
$192K
LWMM
71
Legacy Wealth Management (Mississippi)
Mississippi
$190K
Jane Street
72
Jane Street
New York
$178K
KPWS
73
Kestra Private Wealth Services
Texas
$170K
PHS
74
Pekin Hardy Strauss
Illinois
$170K
KCPT
75
Kingstone Capital Partners Texas
Texas
$164K