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Gabelli Equity Trust
GAB

Overview Fund Activity

186 hedge funds and large institutions have $129M invested in Gabelli Equity Trust in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 64 increasing their positions, 42 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
-12
Holders Change %
-6.06%
% of All Funds
2.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
64
Reduced
42
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JWCA
J.W. Cole Advisors
Florida
+$3.86M
2
GC
Guggenheim Capital
Illinois
+$504K
3
Morgan Stanley
Morgan Stanley
New York
+$415K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$376K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$368K

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$124M
2
WA
Whipplewood Advisors
Colorado
-$2.29M
3
IAA
Independent Advisor Alliance
North Carolina
-$1.98M
4
Baird Financial Group
Baird Financial Group
Wisconsin
-$915K
5
Bank of America
Bank of America
North Carolina
-$462K
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
76
Valeo Financial Advisors
Indiana
$179K +$1.15K +208 +0.6%
BEI
77
Benjamin Edwards Inc
Missouri
$175K +$175K +31,805 New
Baird Financial Group
78
Baird Financial Group
Wisconsin
$168K -$915K -166,104 -84%
M
79
MOTCO
Texas
$167K +$44.1K +8,000 +36%
Mariner
80
Mariner
Kansas
$165K +$62.4K +11,327 +61%
SFS
81
Symphony Financial Services
Ohio
$164K +$8.94K +1,623 +6%
BPA
82
Beacon Pointe Advisors
California
$158K -$6.99K -1,269 -4%
IA
83
IFG Advisory
Georgia
$155K – – –
KPWS
84
Kestra Private Wealth Services
Texas
$153K +$479 +87 +0.3%
PHS
85
Pekin Hardy Strauss
Illinois
$150K – – –
KCPT
86
Kingstone Capital Partners Texas
Texas
$149K +$8.94K +1,620 +6%
BCM
87
Brookstone Capital Management
Illinois
$148K -$4K -726 -3%
MWA
88
Midland Wealth Advisors
Illinois
$147K +$147K +26,748 New
Citadel Advisors
89
Citadel Advisors
Florida
$147K +$4.35K +789 +3%
MCM
90
Mendel Capital Management
Arkansas
$141K – – –
QCIG
91
Quad-Cities Investment Group
Iowa
$138K -$1.52K -276 -1%
AAS
92
Ameritas Advisory Services
Nebraska
$136K – – –
GVAG
93
Great Valley Advisor Group
Delaware
$134K -$32.2K -5,837 -19%
BCA
94
Bay Colony Advisors
Massachusetts
$132K +$1.69K +308 +1%
Focus Partners Wealth
95
Focus Partners Wealth
Massachusetts
$121K +$121K +21,905 New
IA
96
Insight Advisors
Pennsylvania
$120K – – –
VFPW
97
Vantage Financial Partners (Wisconsin)
Wisconsin
$119K +$165 +30 +0.1%
HH
98
Hilltop Holdings
Texas
$114K +$2.23K +404 +2%
Truist Financial
99
Truist Financial
North Carolina
$114K -$623 -113 -0.5%
GLA
100
Good Life Advisors
Pennsylvania
$111K – – –
2 3
4
5 6