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Gabelli Equity Trust

191 hedge funds and large institutions have $160M invested in Gabelli Equity Trust in 2025 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 62 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 12

72% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 36

5% more funds holding

Funds holding: 182191 (+9)

3% more capital invested

Capital invested by funds: $156M → $160M (+$4.86M)

0.15% more ownership

Funds ownership: 8.31%8.46% (+0.15%)

Holders
191
Holders Change
+9
Holders Change %
+4.95%
% of All Funds
2.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
62
Reduced
36
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$517K +$12.9K +2,127 +3%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$515K +$15.3K +2,519 +3%
NP
53
NorthRock Partners
Minnesota
$492K -$16.8K -2,764 -3%
Mariner
54
Mariner
Kansas
$478K +$251K +41,412 +115%
HWA
55
HCR Wealth Advisors
California
$465K
EWM
56
Empirical Wealth Management
Washington
$442K
KWA
57
Kingswood Wealth Advisors
California
$420K +$19.3K +3,185 +5%
EH
58
Equitable Holdings
New York
$389K
ZWA
59
Zinnia Wealth Advisory
Florida
$388K +$381K +62,808 New
NA
60
NewEdge Advisors
Louisiana
$365K +$262K +43,144 +268%
SDAM
61
Shulman DeMeo Asset Management
New York
$354K -$874 -144 -0.3%
DWG
62
Darden Wealth Group
Michigan
$352K
EPW
63
Elevated Private Wealth
Wisconsin
$351K +$345K +56,836 New
MT
64
Midwest Trust
Kansas
$326K
EWA
65
Exencial Wealth Advisors
Oklahoma
$301K +$296K +48,722 New
Ameriprise
66
Ameriprise
Minnesota
$293K +$197K +32,518 +217%
AWM
67
Arista Wealth Management
Nevada
$291K
BEI
68
Benjamin Edwards Inc
Missouri
$272K +$4.36K +718 +2%
Citadel Advisors
69
Citadel Advisors
Florida
$260K +$151K +24,920 +144%
GLLW
70
Graves Light Lenhart Wealth
Virginia
$254K
PFPG
71
Pinnacle Financial Partners (Georgia)
Georgia
$244K +$240K +39,468 New
KWM
72
Kingsview Wealth Management
Oregon
$243K -$304 -50 -0.1%
AF
73
Allworth Financial
California
$240K +$67 +11 +0%
CPWL
74
Coquina Private Wealth LLC
Florida
$237K +$233K +38,363 New
MWM
75
Mission Wealth Management
California
$232K