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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
KPWS
76
Kestra Private Wealth Services
Texas
$170K -$924 -154 -0.5%
PHS
77
Pekin Hardy Strauss
Illinois
$170K
KCPT
78
Kingstone Capital Partners Texas
Texas
$164K
GVAG
79
Great Valley Advisor Group
Delaware
$164K +$14.6K +2,441 +10%
MWA
80
Midland Wealth Advisors
Illinois
$163K
MCM
81
Mendel Capital Management
Arkansas
$156K
BCM
82
Brookstone Capital Management
Illinois
$154K -$2.53K -421 -2%
QCIG
83
Quad-Cities Investment Group
Iowa
$150K -$1.44K -240 -1%
KFA
84
Kapstone Financial Advisors
Ohio
$148K +$19.8K +3,300 +16%
BCA
85
Bay Colony Advisors
Massachusetts
$147K -$102 -17 -0.1%
RFA
86
Register Financial Advisors
Georgia
$141K +$3.28K +546 +2%
M
87
MOTCO
Texas
$136K
IA
88
Insight Advisors
Pennsylvania
$133K
Truist Financial
89
Truist Financial
North Carolina
$128K +$2.33K +388 +2%
ATPW
90
Ashton Thomas Private Wealth
Arizona
$124K
HH
91
Hilltop Holdings
Texas
$120K +$10.3K +1,724 +10%
CFGW
92
Chancellor Financial Group WB
Pennsylvania
$118K +$1.8K +300 +2%
AWE
93
Avidian Wealth Enterprises
Texas
$118K
MFG
94
MidWestOne Financial Group
Iowa
$117K
BIAS
95
Beacon Investment Advisory Services
New Jersey
$116K
CS
96
Capital Square
Tennessee
$114K
EWS
97
Eagle Wealth Strategies
New Jersey
$113K
CA
98
Cornerstone Advisory
Maryland
$111K +$1.46K +244 +1%
Citadel Advisors
99
Citadel Advisors
Florida
$105K -$50.3K -8,377 -33%
MWM
100
Modera Wealth Management
New Jersey
$105K

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.