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Gabelli Equity Trust
GAB

Overview Fund Activity

189 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, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+3
Holders Change %
+1.61%
% of All Funds
2.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
60
Reduced
47
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JWCA
J.W. Cole Advisors
Florida
+$3.13M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.35M
3
LPL Financial
LPL Financial
California
+$1.92M
4
GC
Guggenheim Capital
Illinois
+$582K
5
Cerity Partners
Cerity Partners
New York
+$403K

Top Sellers

1
GSWM
Golden State Wealth Management
California
-$1.04M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$293K
3
FCI
Financial Counselors Inc
Kansas
-$291K
4
AWS
Atria Wealth Solutions
New York
-$258K
5
VFA
Valeo Financial Advisors
Indiana
-$179K
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
51
HCR Wealth Advisors
California
$439K – – –
HighTower Advisors
52
HighTower Advisors
Illinois
$414K +$1.79K +308 +0.4%
KAS
53
Kestra Advisory Services
Texas
$380K +$86K +14,784 +29%
KWA
54
Kingswood Wealth Advisors
California
$377K +$17.5K +3,000 +5%
Mercer Global Advisors
55
Mercer Global Advisors
Colorado
$377K -$920 -158 -0.2%
EH
56
Equitable Holdings
New York
$367K – – –
SOS
57
Silver Oak Securities
Tennessee
$354K -$21.5K -3,702 -6%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$347K -$37.3K -6,398 -10%
SDAM
59
Shulman DeMeo Asset Management
New York
$335K -$675 -116 -0.2%
DWG
60
Darden Wealth Group
Michigan
$332K -$29.1K -5,000 -8%
MT
61
Midwest Trust
Kansas
$307K +$307K +52,810 New
LWMM
62
Legacy Wealth Management (Mississippi)
Mississippi
$307K +$199K +34,188 +184%
SIG
63
Stonegate Investment Group
Alabama
$279K +$7.19K +1,235 +3%
AWM
64
Arista Wealth Management
Nevada
$274K – – –
AAS
65
Avantax Advisory Services
Texas
$268K -$1.28K -220 -0.5%
Jane Street
66
Jane Street
New York
$263K +$153K +26,225 +139%
AWS
67
Atria Wealth Solutions
New York
$245K -$258K -44,382 -51%
GLLW
68
Graves Light Lenhart Wealth
Virginia
$240K – – –
SF
69
Synovus Financial
Georgia
$230K – – –
KWM
70
Kingsview Wealth Management
Oregon
$229K +$291 +50 +0.1%
AF
71
Allworth Financial
California
$226K +$195K +33,506 +620%
MWM
72
Mission Wealth Management
California
$219K – – –
NS
73
NBC Securities
Alabama
$217K -$9.44K -1,629 -4%
VF
74
Virtu Financial
New York
$204K +$204K +35,102 New
Baird Financial Group
75
Baird Financial Group
Wisconsin
$189K +$11.6K +2,000 +7%
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