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Gabelli Equity Trust

189 hedge funds and large institutions have $157M invested in Gabelli Equity Trust in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
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

Top Buyers

1 +$2.19M
2 +$1.19M
3 +$961K
4
Truist Financial
Truist Financial
North Carolina
+$919K
5
Morgan Stanley
Morgan Stanley
New York
+$698K

Top Sellers

1 -$2.24M
2 -$1.2M
3 -$829K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$764K
5
HF
HRT Financial
New York
-$662K
Name Holding Trade Value Shares
Change
Change in
Stake
CS
101
Capital Square
Tennessee
$116K
EWS
102
Eagle Wealth Strategies
New Jersey
$115K
CA
103
Cornerstone Advisory
Maryland
$114K
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$109K
SMC
105
Smith, Moore & Co
Missouri
$109K
MWM
106
Modera Wealth Management
New Jersey
$106K
SOS
107
Silver Oak Securities
Tennessee
$105K
JP Morgan Chase
108
JP Morgan Chase
New York
$104K
SI
109
Stephens Inc
Arkansas
$104K
TA
110
Tactive Advisors
Florida
$103K
MHWM
111
Montz Harcus Wealth Management
Louisiana
$103K
RFA
112
Register Financial Advisors
Georgia
$102K
Comerica Bank
113
Comerica Bank
Texas
$102K
LI
114
LRI Investments
Florida
$101K
BPA
115
Beacon Pointe Advisors
California
$97.1K
JIC
116
Johnson Investment Counsel
Ohio
$97K
GT
117
Glenmede Trust
Pennsylvania
$95.5K
CFP
118
Curran Financial Partners
South Carolina
$94.6K
ATPW
119
Ashton Thomas Private Wealth
Arizona
$94.4K
HIP
120
HUB Investment Partners
Texas
$93.8K
VFPW
121
Vantage Financial Partners (Wisconsin)
Wisconsin
$92.4K
SIAG
122
Safeguard Investment Advisory Group
California
$91.9K
MOS
123
MGO One Seven
Ohio
$91.8K
AIM
124
Acropolis Investment Management
Missouri
$88.4K
RBWA
125
RFG - Bristol Wealth Advisors
Massachusetts
$87.9K