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Gabelli Equity Trust

182 hedge funds and large institutions have $156M invested in Gabelli Equity Trust in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 61 increasing their positions, 34 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 34

5% more capital invested

Capital invested by funds: $148M → $156M (+$7.45M)

0.03% more ownership

Funds ownership: 8.28%8.31% (+0.03%)

6% less funds holding

Funds holding: 193182 (-11)

32% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 19

Holders
182
Holders Change
-11
Holders Change %
-5.7%
% of All Funds
2.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
61
Reduced
34
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
51
CIBC World Market
Ontario, Canada
$502K +$5.88K +979 +1%
HighTower Advisors
52
HighTower Advisors
Illinois
$498K +$63.6K +10,597 +15%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$490K -$111K -18,519 -19%
HWA
54
HCR Wealth Advisors
California
$463K
EWM
55
Empirical Wealth Management
Washington
$436K -$260K -43,326 -38%
KWA
56
Kingswood Wealth Advisors
California
$395K
EH
57
Equitable Holdings
New York
$384K +$6 +1 +0%
SOS
58
Silver Oak Securities
Tennessee
$363K -$7.36K -1,226 -2%
SDAM
59
Shulman DeMeo Asset Management
New York
$350K -$726 -121 -0.2%
DWG
60
Darden Wealth Group
Michigan
$347K
MT
61
Midwest Trust
Kansas
$322K
SIG
62
Stonegate Investment Group
Alabama
$299K +$6.99K +1,165 +2%
AWM
63
Arista Wealth Management
Nevada
$287K
BEI
64
Benjamin Edwards Inc
Missouri
$264K +$64.8K +10,805 +33%
GLLW
65
Graves Light Lenhart Wealth
Virginia
$251K
SF
66
Synovus Financial
Georgia
$240K
KWM
67
Kingsview Wealth Management
Oregon
$240K
AF
68
Allworth Financial
California
$237K +$60 +10 +0%
MWM
69
Mission Wealth Management
California
$229K
NS
70
NBC Securities
Alabama
$228K
Mariner
71
Mariner
Kansas
$219K +$53.1K +8,853 +33%
SFS
72
Symphony Financial Services
Ohio
$195K +$11.8K +1,966 +7%
IA
73
IFG Advisory
Georgia
$192K
LWMM
74
Legacy Wealth Management (Mississippi)
Mississippi
$190K -$129K -21,520 -41%
Jane Street
75
Jane Street
New York
$178K -$95.3K -15,884 -35%

GAB Hedge Fund Activity: Q3 2025 in Review

182 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Gabelli Equity Trust (GAB) for Q3 2025, worth a combined $156M — up 5% from $148M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of GAB and 13 opened new positions — a net loss of 6 holders — while 34 trimmed existing stakes and 61 added.

The largest buyer was LPL Financial, adding an estimated $3.38M. The largest seller was Commonwealth Equity Services, cutting an estimated $2.35M.

  • 182 institutional investors held Gabelli Equity Trust (GAB) as of Q3 2025, down from 193 in Q2 2025.
  • Funds reported $156M of Gabelli Equity Trust stock for Q3 2025, up 5% quarter-over-quarter.
  • 13 funds opened new Gabelli Equity Trust positions in Q3 2025 and 19 closed out, a net change of -6 holders.
  • The largest Gabelli Equity Trust buyer in Q3 2025 was LPL Financial, an estimated $3.38M added.
  • The largest Gabelli Equity Trust seller in Q3 2025 was Commonwealth Equity Services, an estimated $2.35M sold.

Based on aggregated 13F filings for Q3 2025.