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Gabelli Equity Trust
GAB

Overview Fund Activity

189 hedge funds and large institutions have $145M invested in Gabelli Equity Trust in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+3
Holders Change %
+1.61%
% of All Funds
2.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
60
Reduced
47
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JWCA
J.W. Cole Advisors
Florida
+$3.13M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.35M
3
LPL Financial
LPL Financial
California
+$1.92M
4
GC
Guggenheim Capital
Illinois
+$582K
5
Cerity Partners
Cerity Partners
New York
+$403K

Top Sellers

1
GSWM
Golden State Wealth Management
California
-$1.04M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$293K
3
FCI
Financial Counselors Inc
Kansas
-$291K
4
AWS
Atria Wealth Solutions
New York
-$258K
5
VFA
Valeo Financial Advisors
Indiana
-$179K
Name Holding Trade Value Shares
Change 		Shares
Change %
BEI
76
Benjamin Edwards Inc
Missouri
$189K +$4.29K +737 +2%
NA
77
NewEdge Advisors
Louisiana
$189K -$25K -4,300 -12%
IA
78
IFG Advisory
Georgia
$183K +$19.2K +3,300 +12%
SFS
79
Symphony Financial Services
Ohio
$174K +$1.36K +234 +0.8%
CPIA
80
Cornell Pochily Investment Advisors
New York
$172K +$172K +29,580 New
KPWS
81
Kestra Private Wealth Services
Texas
$163K +$1.14K +196 +0.7%
PHS
82
Pekin Hardy Strauss
Illinois
$162K +$3.79K +651 +2%
Mariner
83
Mariner
Kansas
$158K -$15.7K -2,698 -9%
KCPT
84
Kingstone Capital Partners Texas
Texas
$157K – – –
EC
85
Elequin Capital
New York
$156K +$156K +26,873 New
MWA
86
Midland Wealth Advisors
Illinois
$156K – – –
Balyasny Asset Management
87
Balyasny Asset Management
Illinois
$150K +$150K +25,778 New
BCM
88
Brookstone Capital Management
Illinois
$150K -$6.61K -1,136 -4%
Citadel Advisors
89
Citadel Advisors
Florida
$149K -$5.33K -915 -3%
MCM
90
Mendel Capital Management
Arkansas
$149K – – –
QCIG
91
Quad-Cities Investment Group
Iowa
$145K -$530 -91 -0.4%
GVAG
92
Great Valley Advisor Group
Delaware
$142K +$786 +135 +0.6%
BCA
93
Bay Colony Advisors
Massachusetts
$141K +$1.37K +235 +1%
RFA
94
Register Financial Advisors
Georgia
$132K +$59K +10,135 +81%
M
95
MOTCO
Texas
$130K -$46.6K -8,000 -26%
GLA
96
Good Life Advisors
Pennsylvania
$129K +$11.8K +2,020 +10%
IA
97
Insight Advisors
Pennsylvania
$127K – – –
KFA
98
Kapstone Financial Advisors
Ohio
$123K +$54.9K +9,430 +81%
Truist Financial
99
Truist Financial
North Carolina
$120K -$437 -75 -0.4%
ATPW
100
Ashton Thomas Private Wealth
Arizona
$118K -$126K -21,601 -52%
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4
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