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Gabelli Equity Trust

191 hedge funds and large institutions have $160M invested in Gabelli Equity Trust in 2025 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 62 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 12

72% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 36

5% more funds holding

Funds holding: 182191 (+9)

3% more capital invested

Capital invested by funds: $156M → $160M (+$4.86M)

0.15% more ownership

Funds ownership: 8.31%8.46% (+0.15%)

Holders
191
Holders Change
+9
Holders Change %
+4.95%
% of All Funds
2.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
62
Reduced
36
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIAS
101
Beacon Investment Advisory Services
New Jersey
$117K
CS
102
Capital Square
Tennessee
$116K
EWS
103
Eagle Wealth Strategies
New Jersey
$115K
CA
104
Cornerstone Advisory
Maryland
$114K +$1.52K +250 +1%
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$109K +$29.5K +4,856 +38%
SMC
106
Smith, Moore & Co
Missouri
$109K +$10.8K +1,776 +11%
MWM
107
Modera Wealth Management
New Jersey
$106K
SOS
108
Silver Oak Securities
Tennessee
$105K -$258K -42,537 -71%
JP Morgan Chase
109
JP Morgan Chase
New York
$104K +$51.6K +8,501 +101%
SI
110
Stephens Inc
Arkansas
$104K
TA
111
Tactive Advisors
Florida
$103K -$2.93K -482 -3%
MHWM
112
Montz Harcus Wealth Management
Louisiana
$103K +$2.38K +392 +2%
RFA
113
Register Financial Advisors
Georgia
$102K -$40.1K -6,609 -29%
Comerica Bank
114
Comerica Bank
Texas
$102K
LI
115
LRI Investments
Florida
$101K
BPA
116
Beacon Pointe Advisors
California
$97.1K
JIC
117
Johnson Investment Counsel
Ohio
$97K +$1.81K +298 +2%
GT
118
Glenmede Trust
Pennsylvania
$95.5K +$93.9K +15,473 New
CFP
119
Curran Financial Partners
South Carolina
$94.6K +$93K +15,325 New
ATPW
120
Ashton Thomas Private Wealth
Arizona
$94.4K -$30.4K -5,000 -25%
HIP
121
HUB Investment Partners
Texas
$93.8K
VFPW
122
Vantage Financial Partners (Wisconsin)
Wisconsin
$92.4K -$1.92K -316 -2%
SIAG
123
Safeguard Investment Advisory Group
California
$91.9K +$1.86K +307 +2%
MOS
124
MGO One Seven
Ohio
$91.8K -$5.96K -981 -6%
AIM
125
Acropolis Investment Management
Missouri
$88.4K +$87K +14,332 New