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Gabelli Equity Trust

191 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, 48 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
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
Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
101
Ashton Thomas Private Wealth
Arizona
$118K
EFA
102
Evernest Financial Advisors
Indiana
$116K
AWE
103
Avidian Wealth Enterprises
Texas
$112K
MFG
104
MidWestOne Financial Group
Iowa
$111K
CFGW
105
Chancellor Financial Group WB
Pennsylvania
$111K
CS
106
Capital Square
Tennessee
$111K
BIAS
107
Beacon Investment Advisory Services
New Jersey
$111K
EWS
108
Eagle Wealth Strategies
New Jersey
$108K
TSS
109
Two Sigma Securities
New York
$107K
HH
110
Hilltop Holdings
Texas
$105K
CA
111
Cornerstone Advisory
Maryland
$105K
MWM
112
Modera Wealth Management
New Jersey
$100K
TA
113
Tactive Advisors
Florida
$99.8K
SMC
114
Smith, Moore & Co
Missouri
$99.5K
SI
115
Stephens Inc
Arkansas
$98.2K
Comerica Bank
116
Comerica Bank
Texas
$96.2K
LI
117
LRI Investments
Florida
$95.1K
MWM
118
Meridian Wealth Management
Kentucky
$94.7K
MHWM
119
Montz Harcus Wealth Management
Louisiana
$92.5K
MSAM
120
Moloney Securities Asset Management
Missouri
$92.1K
BPA
121
Beacon Pointe Advisors
California
$91.6K
GIM
122
Glenmede Investment Management
Pennsylvania
$90.1K
VFPW
123
Vantage Financial Partners (Wisconsin)
Wisconsin
$88.9K
AWM
124
Apollon Wealth Management
South Carolina
$88.6K
HIP
125
HUB Investment Partners
Texas
$88.5K