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Gabelli Equity Trust

177 hedge funds and large institutions have $151M invested in Gabelli Equity Trust in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 59 increasing their positions, 34 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$2.38M
2 -$2.33M
3 -$1.11M
4
Morgan Stanley
Morgan Stanley
New York
-$890K
5
CL
Choreo LLC
Illinois
-$536K
Name Holding Trade Value Shares
Change
Change in
Stake
LI
101
LRI Investments
Florida
$99.6K
MHWM
102
Montz Harcus Wealth Management
Louisiana
$99.1K
NA
103
NewEdge Advisors
Louisiana
$97.9K
MSAM
104
Moloney Securities Asset Management
Missouri
$96.7K
MOS
105
MGO One Seven
Ohio
$96.6K
SMC
106
Smith, Moore & Co
Missouri
$96.3K
BPA
107
Beacon Pointe Advisors
California
$95.8K
GIM
108
Glenmede Investment Management
Pennsylvania
$94.2K
JIC
109
Johnson Investment Counsel
Ohio
$93.9K
VFPW
110
Vantage Financial Partners (Wisconsin)
Wisconsin
$93.2K
AWM
111
Apollon Wealth Management
South Carolina
$93K
HIP
112
HUB Investment Partners
Texas
$92.6K
Ameriprise
113
Ameriprise
Minnesota
$91.1K
SIAG
114
Safeguard Investment Advisory Group
California
$88.8K
RBWA
115
RFG - Bristol Wealth Advisors
Massachusetts
$86.2K
WSCM
116
Wellington Shields Capital Management
New York
$84.4K
SWP
117
Sagespring Wealth Partners
Tennessee
$82.7K
MIM
118
MTM Investment Management
South Carolina
$82.4K
4WM
119
49 Wealth Management
Texas
$82.2K
Focus Partners Wealth
120
Focus Partners Wealth
Massachusetts
$80.3K
CAG
121
Csenge Advisory Group
Florida
$79.8K
SPC
122
Sigma Planning Corp
Michigan
$79.1K
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$78K
SC
124
Savant Capital
Illinois
$74.9K
MWM
125
Meridian Wealth Management
Kentucky
$74.5K