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Gabelli Equity Trust
GAB

Overview Fund Activity

187 hedge funds and large institutions have $145M invested in Gabelli Equity Trust in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 59 increasing their positions, 47 reducing their positions, and 14 closing their positions.

Holders
187
Holders Change
+1
Holders Change %
+0.54%
% of All Funds
2.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
59
Reduced
47
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JWCA
1
J.W. Cole Advisors
Florida
$7.32M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.66M
3
LPL Financial
3
LPL Financial
California
$22.1M
4
GC
4
Guggenheim Capital
Illinois
$2.09M
5
Cerity Partners
5
Cerity Partners
New York
$1.79M

Top Sellers

1
GSWM
1
Golden State Wealth Management
California
$1.98M
2
FCI
2
Financial Counselors Inc
Kansas
$0
3
AWS
3
Atria Wealth Solutions
New York
$245K
4
VFA
4
Valeo Financial Advisors
Indiana
$0
5
CPRC
5
Consolidated Portfolio Review Corp
New York
$655K
Name Market Value Shares Shares
Change 		Shares
Change %
BEI
76
Benjamin Edwards Inc
Missouri
$189K 32,542 +737 +2%
NA
77
NewEdge Advisors
Louisiana
$189K 32,406 -4,300 -12%
IA
78
IFG Advisory
Georgia
$183K 31,486 +3,300 +12%
SFS
79
Symphony Financial Services
Ohio
$174K 29,978 +234 +0.8%
CPIA
80
Cornell Pochily Investment Advisors
New York
$172K 29,580 +29,580 New
KPWS
81
Kestra Private Wealth Services
Texas
$163K 28,038 +196 +0.7%
PHS
82
Pekin Hardy Strauss
Illinois
$162K 27,879 +651 +2%
Mariner
83
Mariner
Kansas
$158K 27,160 -2,698 -9%
KCPT
84
Kingstone Capital Partners Texas
Texas
$157K 26,996 – –
EC
85
Elequin Capital
New York
$156K 26,873 +26,873 New
MWA
86
Midland Wealth Advisors
Illinois
$156K 26,748 – –
Balyasny Asset Management
87
Balyasny Asset Management
Illinois
$150K 25,778 +25,778 New
BCM
88
Brookstone Capital Management
Illinois
$150K 25,770 -1,136 -4%
Citadel Advisors
89
Citadel Advisors
Florida
$149K 25,675 -915 -3%
MCM
90
Mendel Capital Management
Arkansas
$149K 25,638 – –
QCIG
91
Quad-Cities Investment Group
Iowa
$145K 24,942 -91 -0.4%
GVAG
92
Great Valley Advisor Group
Delaware
$142K 24,475 +135 +0.6%
BCA
93
Bay Colony Advisors
Massachusetts
$141K 24,230 +235 +1%
RFA
94
Register Financial Advisors
Georgia
$132K 22,637 +10,135 +81%
M
95
MOTCO
Texas
$130K 22,318 -8,000 -26%
GLA
96
Good Life Advisors
Pennsylvania
$129K 22,161 +2,020 +10%
IA
97
Insight Advisors
Pennsylvania
$127K 21,842 – –
KFA
98
Kapstone Financial Advisors
Ohio
$123K 21,080 +9,430 +81%
Truist Financial
99
Truist Financial
North Carolina
$120K 20,567 -75 -0.4%
ATPW
100
Ashton Thomas Private Wealth
Arizona
$118K 20,302 -21,601 -52%
2 3
4
5 6