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Gabelli Equity Trust
GAB

Overview Fund Activity

186 hedge funds and large institutions have $129M invested in Gabelli Equity Trust in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 64 increasing their positions, 42 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
-12
Holders Change %
-6.06%
% of All Funds
2.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
64
Reduced
42
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JWCA
J.W. Cole Advisors
Florida
+$3.86M
2
GC
Guggenheim Capital
Illinois
+$504K
3
Morgan Stanley
Morgan Stanley
New York
+$415K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$376K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$368K

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$124M
2
WA
Whipplewood Advisors
Colorado
-$2.29M
3
IAA
Independent Advisor Alliance
North Carolina
-$1.98M
4
Baird Financial Group
Baird Financial Group
Wisconsin
-$915K
5
Bank of America
Bank of America
North Carolina
-$462K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
101
Arete Wealth Advisors
Illinois
$110K -$1.45K -264 -1%
AWE
102
Avidian Wealth Enterprises
Texas
$106K – – –
MFG
103
MidWestOne Financial Group
Iowa
$105K – – –
GCP
104
GSA Capital Partners
United Kingdom
$105K +$105K +19,048 New
BIAS
105
Beacon Investment Advisory Services
New Jersey
$105K – – –
Jane Street
106
Jane Street
New York
$104K -$52.3K -9,488 -33%
CS
107
Capital Square
Tennessee
$103K – – –
CFGW
108
Chancellor Financial Group WB
Pennsylvania
$103K +$1.75K +317 +2%
EWS
109
Eagle Wealth Strategies
New Jersey
$103K – – –
LWMM
110
Legacy Wealth Management (Mississippi)
Mississippi
$102K -$311K -56,425 -75%
CA
111
Cornerstone Advisory
Maryland
$98.6K +$1.42K +256 +1%
MWM
112
Modera Wealth Management
New Jersey
$94.8K – – –
SI
113
Stephens Inc
Arkansas
$93K -$6.25K -1,135 -6%
LI
114
LRI Investments
Florida
$90.1K – – –
JIC
115
Johnson Investment Counsel
Ohio
$86.6K +$1.8K +327 +2%
MHWM
116
Montz Harcus Wealth Management
Louisiana
$85.4K +$2.2K +400 +3%
GT
117
Glenmede Trust
Pennsylvania
$85.3K – – –
RBWA
118
RFG - Bristol Wealth Advisors
Massachusetts
$85.1K -$67K -12,154 -44%
HIP
119
HUB Investment Partners
Texas
$83.8K -$193K -35,000 -70%
AWM
120
Apollon Wealth Management
South Carolina
$83.6K – – –
SIAG
121
Safeguard Investment Advisory Group
California
$78.6K +$1.73K +314 +2%
MWM
122
Meridian Wealth Management
Kentucky
$77.5K +$782 +142 +1%
WSCM
123
Wellington Shields Capital Management
New York
$76.4K – – –
MIM
124
MTM Investment Management
South Carolina
$74.1K – – –
BAM
125
Belpointe Asset Management
Nevada
$74K +$74K +13,421 New
3 4
5
6 7