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Gabelli Equity Trust

182 hedge funds and large institutions have $156M invested in Gabelli Equity Trust in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 61 increasing their positions, 34 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 34

5% more capital invested

Capital invested by funds: $148M → $156M (+$7.45M)

0.03% more ownership

Funds ownership: 8.28%8.31% (+0.03%)

6% less funds holding

Funds holding: 193182 (-11)

32% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 19

Holders
182
Holders Change
-11
Holders Change %
-5.7%
% of All Funds
2.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
61
Reduced
34
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TA
101
Tactive Advisors
Florida
$105K +$246 +41 +0.2%
SI
102
Stephens Inc
Arkansas
$103K
Comerica Bank
103
Comerica Bank
Texas
$101K
LI
104
LRI Investments
Florida
$99.6K
MHWM
105
Montz Harcus Wealth Management
Louisiana
$99.1K +$2.29K +381 +2%
NA
106
NewEdge Advisors
Louisiana
$97.9K -$98K -16,330 -50%
MSAM
107
Moloney Securities Asset Management
Missouri
$96.7K +$288 +48 +0.3%
MOS
108
MGO One Seven
Ohio
$96.6K +$95.2K +15,860 New
SMC
109
Smith, Moore & Co
Missouri
$96.3K -$7.71K -1,285 -8%
BPA
110
Beacon Pointe Advisors
California
$95.8K
GIM
111
Glenmede Investment Management
Pennsylvania
$94.2K
JIC
112
Johnson Investment Counsel
Ohio
$93.9K +$1.75K +291 +2%
VFPW
113
Vantage Financial Partners (Wisconsin)
Wisconsin
$93.2K +$174 +29 +0.2%
AWM
114
Apollon Wealth Management
South Carolina
$93K +$294 +49 +0.3%
HIP
115
HUB Investment Partners
Texas
$92.6K
Ameriprise
116
Ameriprise
Minnesota
$91.1K +$8.13K +1,354 +10%
SIAG
117
Safeguard Investment Advisory Group
California
$88.8K -$6 -1 -0%
RBWA
118
RFG - Bristol Wealth Advisors
Massachusetts
$86.2K +$582 +97 +0.7%
WSCM
119
Wellington Shields Capital Management
New York
$84.4K
SWP
120
Sagespring Wealth Partners
Tennessee
$82.7K +$81.5K +13,584 New
MIM
121
MTM Investment Management
South Carolina
$82.4K
4WM
122
49 Wealth Management
Texas
$82.2K +$81K +13,494 New
Focus Partners Wealth
123
Focus Partners Wealth
Massachusetts
$80.3K +$6K +1,000 +8%
CAG
124
Csenge Advisory Group
Florida
$79.8K +$3.84K +640 +5%
SPC
125
Sigma Planning Corp
Michigan
$79.1K +$312 +52 +0.4%

GAB Hedge Fund Activity: Q3 2025 in Review

182 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Gabelli Equity Trust (GAB) for Q3 2025, worth a combined $156M — up 5% from $148M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of GAB and 13 opened new positions — a net loss of 6 holders — while 34 trimmed existing stakes and 61 added.

The largest buyer was LPL Financial, adding an estimated $3.38M. The largest seller was Commonwealth Equity Services, cutting an estimated $2.35M.

  • 182 institutional investors held Gabelli Equity Trust (GAB) as of Q3 2025, down from 193 in Q2 2025.
  • Funds reported $156M of Gabelli Equity Trust stock for Q3 2025, up 5% quarter-over-quarter.
  • 13 funds opened new Gabelli Equity Trust positions in Q3 2025 and 19 closed out, a net change of -6 holders.
  • The largest Gabelli Equity Trust buyer in Q3 2025 was LPL Financial, an estimated $3.38M added.
  • The largest Gabelli Equity Trust seller in Q3 2025 was Commonwealth Equity Services, an estimated $2.35M sold.

Based on aggregated 13F filings for Q3 2025.