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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 %
EFA
101
Evernest Financial Advisors
Indiana
$116K 19,855 -16,855 -46%
AWE
102
Avidian Wealth Enterprises
Texas
$112K 19,295 – –
MFG
103
MidWestOne Financial Group
Iowa
$111K 19,142 – –
CFGW
104
Chancellor Financial Group WB
Pennsylvania
$111K 19,010 +318 +2%
CS
105
Capital Square
Tennessee
$111K 18,747 – –
BIAS
106
Beacon Investment Advisory Services
New Jersey
$111K 19,000 – –
EWS
107
Eagle Wealth Strategies
New Jersey
$108K 18,624 – –
TSS
108
Two Sigma Securities
New York
$107K 18,317 +18,317 New
HH
109
Hilltop Holdings
Texas
$105K 18,032 -2,646 -13%
CA
110
Cornerstone Advisory
Maryland
$105K 18,021 +258 +1%
MWM
111
Modera Wealth Management
New Jersey
$100K 17,200 – –
TA
112
Tactive Advisors
Florida
$99.8K 17,154 +17,154 New
SMC
113
Smith, Moore & Co
Missouri
$99.5K 17,104 +5,308 +45%
SI
114
Stephens Inc
Arkansas
$98.2K 16,873 – –
Comerica Bank
115
Comerica Bank
Texas
$96.2K 16,537 +16,536 +1,653,600%
LI
116
LRI Investments
Florida
$95.1K 16,347 – –
MWM
117
Meridian Wealth Management
Kentucky
$94.7K 16,264 +2,200 +16%
MHWM
118
Montz Harcus Wealth Management
Louisiana
$92.5K 15,896 +403 +3%
MSAM
119
Moloney Securities Asset Management
Missouri
$92.1K 15,832 +15,832 New
BPA
120
Beacon Pointe Advisors
California
$91.6K 15,731 -13,000 -45%
GIM
121
Glenmede Investment Management
Pennsylvania
$90.1K 15,473 +15,473 New
VFPW
122
Vantage Financial Partners (Wisconsin)
Wisconsin
$88.9K 15,269 -6,282 -29%
AWM
123
Apollon Wealth Management
South Carolina
$88.6K 15,222 +52 +0.3%
HIP
124
HUB Investment Partners
Texas
$88.5K 15,203 – –
JIC
125
Johnson Investment Counsel
Ohio
$88K 15,129 -583 -4%
3 4
5
6 7