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Gabelli Equity Trust
GAB

Overview Fund Activity

189 hedge funds and large institutions have $145M invested in Gabelli Equity Trust in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+3
Holders Change %
+1.61%
% of All Funds
2.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
60
Reduced
47
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JWCA
J.W. Cole Advisors
Florida
+$3.13M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.35M
3
LPL Financial
LPL Financial
California
+$1.92M
4
GC
Guggenheim Capital
Illinois
+$582K
5
Cerity Partners
Cerity Partners
New York
+$403K

Top Sellers

1
GSWM
Golden State Wealth Management
California
-$1.04M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$293K
3
FCI
Financial Counselors Inc
Kansas
-$291K
4
AWS
Atria Wealth Solutions
New York
-$258K
5
VFA
Valeo Financial Advisors
Indiana
-$179K
Name Holding Trade Value Shares
Change 		Shares
Change %
EFA
101
Evernest Financial Advisors
Indiana
$116K -$98.1K -16,855 -46%
AWE
102
Avidian Wealth Enterprises
Texas
$112K – – –
MFG
103
MidWestOne Financial Group
Iowa
$111K – – –
CFGW
104
Chancellor Financial Group WB
Pennsylvania
$111K +$1.85K +318 +2%
CS
105
Capital Square
Tennessee
$111K – – –
BIAS
106
Beacon Investment Advisory Services
New Jersey
$111K – – –
EWS
107
Eagle Wealth Strategies
New Jersey
$108K – – –
TSS
108
Two Sigma Securities
New York
$107K +$107K +18,317 New
HH
109
Hilltop Holdings
Texas
$105K -$15.4K -2,646 -13%
CA
110
Cornerstone Advisory
Maryland
$105K +$1.5K +258 +1%
MWM
111
Modera Wealth Management
New Jersey
$100K – – –
TA
112
Tactive Advisors
Florida
$99.8K +$99.8K +17,154 New
SMC
113
Smith, Moore & Co
Missouri
$99.5K +$30.9K +5,308 +45%
SI
114
Stephens Inc
Arkansas
$98.2K – – –
Comerica Bank
115
Comerica Bank
Texas
$96.2K +$96.2K +16,536 +1,653,600%
LI
116
LRI Investments
Florida
$95.1K – – –
MWM
117
Meridian Wealth Management
Kentucky
$94.7K +$12.8K +2,200 +16%
MHWM
118
Montz Harcus Wealth Management
Louisiana
$92.5K +$2.35K +403 +3%
MSAM
119
Moloney Securities Asset Management
Missouri
$92.1K +$92.1K +15,832 New
BPA
120
Beacon Pointe Advisors
California
$91.6K -$75.7K -13,000 -45%
GIM
121
Glenmede Investment Management
Pennsylvania
$90.1K +$90.1K +15,473 New
VFPW
122
Vantage Financial Partners (Wisconsin)
Wisconsin
$88.9K -$36.6K -6,282 -29%
AWM
123
Apollon Wealth Management
South Carolina
$88.6K +$303 +52 +0.3%
HIP
124
HUB Investment Partners
Texas
$88.5K – – –
JIC
125
Johnson Investment Counsel
Ohio
$88K -$3.39K -583 -4%
3 4
5
6 7