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Gabelli Equity Trust

188 hedge funds and large institutions have $156M invested in Gabelli Equity Trust in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 61 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
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
EWS
101
Eagle Wealth Strategies
New Jersey
$115K
CA
102
Cornerstone Advisory
Maryland
$114K
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$109K
SMC
104
Smith, Moore & Co
Missouri
$109K
MWM
105
Modera Wealth Management
New Jersey
$106K
SOS
106
Silver Oak Securities
Tennessee
$105K
JP Morgan Chase
107
JP Morgan Chase
New York
$104K
SI
108
Stephens Inc
Arkansas
$104K
TA
109
Tactive Advisors
Florida
$103K
MHWM
110
Montz Harcus Wealth Management
Louisiana
$103K
RFA
111
Register Financial Advisors
Georgia
$102K
Comerica Bank
112
Comerica Bank
Texas
$102K
LI
113
LRI Investments
Florida
$101K
BPA
114
Beacon Pointe Advisors
California
$97.1K
JIC
115
Johnson Investment Counsel
Ohio
$97K
GT
116
Glenmede Trust
Pennsylvania
$95.5K
CFP
117
Curran Financial Partners
South Carolina
$94.6K
ATPW
118
Ashton Thomas Private Wealth
Arizona
$94.4K
HIP
119
HUB Investment Partners
Texas
$93.8K
VFPW
120
Vantage Financial Partners (Wisconsin)
Wisconsin
$92.4K
SIAG
121
Safeguard Investment Advisory Group
California
$91.9K
MOS
122
MGO One Seven
Ohio
$91.8K
AIM
123
Acropolis Investment Management
Missouri
$88.4K
RBWA
124
RFG - Bristol Wealth Advisors
Massachusetts
$87.9K
WSCM
125
Wellington Shields Capital Management
New York
$85.5K