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Gabelli Equity Trust
GAB

193 hedge funds and large institutions have $148M invested in Gabelli Equity Trust in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 62 increasing their positions, 47 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

32% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 47

13% more capital invested

Capital invested by funds: $131M → $148M (+$16.7M)

3% more funds holding

Funds holding: 187 → 193 (+6)

0.52% more ownership

Funds ownership: 7.76% → 8.28% (+0.52%)

Holders
193
Holders Change
+6
Holders Change %
+3.21%
% of All Funds
2.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
62
Reduced
47
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JWCA
J.W. Cole Advisors
Florida
+$3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.25M
3
LPL Financial
LPL Financial
California
+$1.84M
4
GC
Guggenheim Capital
Illinois
+$557K
5
Cerity Partners
Cerity Partners
New York
+$386K

Top Sellers

Rank Fund Capital Flow
1
GSWM
Golden State Wealth Management
California
-$996K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$293K
3
FCI
Financial Counselors Inc
Kansas
-$291K
4
AWS
Atria Wealth Solutions
New York
-$247K
5
CPRC
Consolidated Portfolio Review Corp
New York
-$135K
Name Holding Trade Value Shares
Change 		Change in
Stake
NP
51
NorthRock Partners
Minnesota
$474K +$6.41K +1,150 +1%
HWA
52
HCR Wealth Advisors
California
$439K – – –
HighTower Advisors
53
HighTower Advisors
Illinois
$414K +$1.72K +308 +0.4%
KAS
54
Kestra Advisory Services
Texas
$380K +$82.4K +14,784 +29%
KWA
55
Kingswood Wealth Advisors
California
$377K +$16.7K +3,000 +5%
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$377K -$880 -158 -0.2%
EH
57
Equitable Holdings
New York
$367K – – –
SOS
58
Silver Oak Securities
Tennessee
$354K -$20.6K -3,702 -6%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$347K -$35.6K -6,398 -10%
SDAM
60
Shulman DeMeo Asset Management
New York
$335K -$646 -116 -0.2%
DWG
61
Darden Wealth Group
Michigan
$332K -$27.9K -5,000 -8%
MT
62
Midwest Trust
Kansas
$307K +$294K +52,810 New
LWMM
63
Legacy Wealth Management (Mississippi)
Mississippi
$307K +$190K +34,188 +184%
SIG
64
Stonegate Investment Group
Alabama
$279K +$6.88K +1,235 +3%
AWM
65
Arista Wealth Management
Nevada
$274K – – –
AAS
66
Avantax Advisory Services
Texas
$268K -$1.23K -220 -0.5%
Jane Street
67
Jane Street
New York
$263K +$146K +26,225 +139%
AWS
68
Atria Wealth Solutions
New York
$245K -$247K -44,382 -51%
GLLW
69
Graves Light Lenhart Wealth
Virginia
$240K – – –
SF
70
Synovus Financial
Georgia
$230K – – –
KWM
71
Kingsview Wealth Management
Oregon
$229K +$279 +50 +0.1%
AF
72
Allworth Financial
California
$226K +$187K +33,506 +620%
MWM
73
Mission Wealth Management
California
$219K – – –
NS
74
NBC Securities
Alabama
$217K -$9.07K -1,629 -4%
VF
75
Virtu Financial
New York
$204K +$196K +35,102 New
1 2
3
4 5

GAB Hedge Fund Activity: Q2 2025 in Review

193 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Gabelli Equity Trust (GAB) for Q2 2025, worth a combined $148M — up 13% from $131M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new GAB positions and 14 closed out — a net gain of 8 holders — while 62 added to existing stakes and 47 trimmed.

The largest buyer was J.W. Cole Advisors, adding an estimated $3M. The largest seller was Golden State Wealth Management, cutting an estimated $996K.

  • 193 institutional investors held Gabelli Equity Trust (GAB) as of Q2 2025, up from 187 in Q1 2025.
  • Funds reported $148M of Gabelli Equity Trust stock for Q2 2025, up 13% quarter-over-quarter.
  • 22 funds opened new Gabelli Equity Trust positions in Q2 2025 and 14 closed out, a net change of +8 holders.
  • The largest Gabelli Equity Trust buyer in Q2 2025 was J.W. Cole Advisors, an estimated $3M added.
  • The largest Gabelli Equity Trust seller in Q2 2025 was Golden State Wealth Management, an estimated $996K sold.

Based on aggregated 13F filings for Q2 2025.