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Gabelli Equity Trust
GAB

Overview Fund Activity

186 hedge funds and large institutions have $129M invested in Gabelli Equity Trust in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 64 increasing their positions, 42 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
-12
Holders Change %
-6.06%
% of All Funds
2.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
64
Reduced
42
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JWCA
J.W. Cole Advisors
Florida
+$3.86M
2
GC
Guggenheim Capital
Illinois
+$504K
3
Morgan Stanley
Morgan Stanley
New York
+$415K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$376K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$368K

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$124M
2
WA
Whipplewood Advisors
Colorado
-$2.29M
3
IAA
Independent Advisor Alliance
North Carolina
-$1.98M
4
Baird Financial Group
Baird Financial Group
Wisconsin
-$915K
5
Bank of America
Bank of America
North Carolina
-$462K
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
51
HCR Wealth Advisors
California
$415K – – –
HighTower Advisors
52
HighTower Advisors
Illinois
$390K +$1.69K +306 +0.4%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$363K -$5.4K -980 -1%
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$358K +$198K +35,980 +124%
SOS
55
Silver Oak Securities
Tennessee
$355K +$5.66K +1,029 +2%
EH
56
Equitable Holdings
New York
$348K +$11K +2,001 +3%
DWG
57
Darden Wealth Group
Michigan
$342K – – –
KWA
58
Kingswood Wealth Advisors
California
$341K +$5.59K +1,014 +2%
SDAM
59
Shulman DeMeo Asset Management
New York
$318K -$1.99K -361 -0.6%
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$293K +$293K +53,218 New
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$292K +$141K +25,514 +93%
FCI
62
Financial Counselors Inc
Kansas
$291K -$5.98K -1,085 -2%
KAS
63
Kestra Advisory Services
Texas
$279K -$17.1K -3,099 -6%
AWM
64
Arista Wealth Management
Nevada
$260K – – –
SIG
65
Stonegate Investment Group
Alabama
$258K +$6.78K +1,231 +3%
AAS
66
Avantax Advisory Services
Texas
$255K – – –
ATPW
67
Ashton Thomas Private Wealth
Arizona
$231K – – –
GLLW
68
Graves Light Lenhart Wealth
Virginia
$227K – – –
SF
69
Synovus Financial
Georgia
$217K – – –
KWM
70
Kingsview Wealth Management
Oregon
$217K +$88 +16 +0%
NS
71
NBC Securities
Alabama
$215K +$215K +39,037 +100,095%
MWM
72
Mission Wealth Management
California
$207K – – –
EFA
73
Evernest Financial Advisors
Indiana
$202K -$310K -56,351 -61%
NA
74
NewEdge Advisors
Louisiana
$202K -$14.9K -2,700 -7%
SBIA
75
Sheaff Brock Investment Advisors
Indiana
$185K – – –
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