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Gabelli Equity Trust

205 hedge funds and large institutions have $154M invested in Gabelli Equity Trust in 2026 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 68 increasing their positions, 38 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 16

79% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 38

7% more funds holding

Funds holding: 191205 (+14)

0.39% more ownership

Funds ownership: 8.46%8.86% (+0.39%)

4% less capital invested

Capital invested by funds: $160M → $154M (-$6.03M)

Holders
205
Holders Change
+14
Holders Change %
+7.33%
% of All Funds
2.52%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
37
Increased
68
Reduced
38
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
101
Park Avenue Securities
New York
$143K +$153K +25,560 New
SAI
102
Savvy Advisors Inc
New York
$137K +$147K +24,424 New
QCIG
103
Quad-Cities Investment Group
Iowa
$134K -$6.08K -1,014 -4%
SMC
104
Smith, Moore & Co
Missouri
$131K +$34.7K +5,779 +33%
BCM
105
Brookstone Capital Management
Illinois
$131K -$7.34K -1,224 -5%
AWE
106
Avidian Wealth Enterprises
Texas
$130K +$23.4K +3,904 +20%
PJSIMP
107
P.J. Schmidt Investment Management (PJS)
Wisconsin
$129K +$138K +23,000 New
Nomura Holdings
108
Nomura Holdings
Japan
$128K +$137K +22,786 New
IA
109
Insight Advisors
Pennsylvania
$122K
Focus Partners Wealth
110
Focus Partners Wealth
Massachusetts
$120K +$888 +148 +0.7%
HH
111
Hilltop Holdings
Texas
$116K +$3.54K +590 +3%
Fifth Third Bancorp
112
Fifth Third Bancorp
Ohio
$115K +$99.2K +16,536 +413%
NG
113
Northstar Group
New York
$115K +$123K +20,521 New
CFGW
114
Chancellor Financial Group WB
Pennsylvania
$112K +$2.07K +345 +2%
M
115
MOTCO
Texas
$111K -$14.4K -2,408 -11%
SOS
116
Silver Oak Securities
Tennessee
$111K +$16.8K +2,801 +16%
BIAS
117
Beacon Investment Advisory Services
New Jersey
$106K
BPA
118
Beacon Pointe Advisors
California
$106K +$19.5K +3,256 +21%
CS
119
Capital Square
Tennessee
$105K
EWS
120
Eagle Wealth Strategies
New Jersey
$104K
SFC
121
SYM Financial Corp
Indiana
$97.6K +$32.3K +5,390 +45%
MWM
122
Modera Wealth Management
New Jersey
$96.3K
MHWM
123
Montz Harcus Wealth Management
Louisiana
$95.8K +$2.64K +440 +3%
RFA
124
Register Financial Advisors
Georgia
$95.3K +$2.66K +443 +3%
SI
125
Stephens Inc
Arkansas
$94.5K