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Gabelli Equity Trust

189 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, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+3
Holders Change %
+1.61%
% of All Funds
2.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
60
Reduced
47
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SIAG
126
Safeguard Investment Advisory Group
California
$84.9K +$1.85K +317 +2%
RBWA
127
RFG - Bristol Wealth Advisors
Massachusetts
$81.8K -$8.13K -1,397 -9%
WSCM
128
Wellington Shields Capital Management
New York
$80.6K
SG
129
StoneX Group
New York
$79.2K +$79.2K +13,612 New
Ameriprise
130
Ameriprise
Minnesota
$79.2K +$79.2K +13,605 New
MIM
131
MTM Investment Management
South Carolina
$78.7K
SPC
132
Sigma Planning Corp
Michigan
$75.3K +$320 +55 +0.4%
Carson Wealth (CWM LLC)
133
Carson Wealth (CWM LLC)
Nebraska
$75K
CAG
134
Csenge Advisory Group
Florida
$71.8K
SC
135
Savant Capital
Illinois
$71.6K
Focus Partners Wealth
136
Focus Partners Wealth
Massachusetts
$70.9K -$56.5K -9,715 -44%
AA
137
Aire Advisors
California
$68.8K +$68.8K +11,813 New
CIG
138
Cascade Investment Group
Colorado
$68.4K
SFC
139
SYM Financial Corp
Indiana
$66.8K +$1.69K +291 +3%
TWM
140
Triton Wealth Management
Arizona
$65.5K +$65.5K +11,031 New
TYCC
141
Texas Yale Capital Corp
Florida
$64K +$1.75K +300 +3%
APW
142
Aurora Private Wealth
New Jersey
$64K +$1.62K +279 +3%
NG
143
Novem Group
New York
$61K
AAS
144
Ameritas Advisory Services
Nebraska
$57.4K -$86.5K -14,858 -60%
CA
145
CoreCap Advisors
Michigan
$55.7K -$17.1K -2,935 -23%
TWC
146
TD Waterhouse Canada
Ontario, Canada
$53.6K
KTC
147
Kentucky Trust Company
Kentucky
$43.1K
MWM
148
MorganRosel Wealth Management
Colorado
$36.4K +$36.4K +6,246 New
RIL
149
Rothschild Investment LLC
Illinois
$34.9K
WSC
150
Wellington Shields & Co
New York
$31.6K