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Gabelli Equity Trust

186 hedge funds and large institutions have $129M invested in Gabelli Equity Trust in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 64 increasing their positions, 42 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
-12
Holders Change %
-6.06%
% of All Funds
2.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
64
Reduced
42
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
126
Sagespring Wealth Partners
Tennessee
$74K +$74K +13,421 New
SPC
127
Sigma Planning Corp
Michigan
$71K +$5.81K +1,055 +9%
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$71K -$1.39K -250 -2%
RFA
129
Register Financial Advisors
Georgia
$68.9K +$1.06K +192 +2%
CA
130
CoreCap Advisors
Michigan
$68.9K +$13K +2,364 +23%
SC
131
Savant Capital
Illinois
$67.8K
PWA
132
PCG Wealth Advisors
Kansas
$65.7K -$21.4K -3,890 -25%
CAG
133
Csenge Advisory Group
Florida
$65.7K +$1.73K +328 +3%
SMC
134
Smith, Moore & Co
Missouri
$65K +$6.83K +1,240 +12%
CIG
135
Cascade Investment Group
Colorado
$64.7K
KFA
136
Kapstone Financial Advisors
Ohio
$64.2K
SFC
137
SYM Financial Corp
Indiana
$61.6K -$18.2K -3,301 -23%
APW
138
Aurora Private Wealth
New Jersey
$59K +$1.52K +276 +3%
TYCC
139
Texas Yale Capital Corp
Florida
$59K
NG
140
Novem Group
New York
$57.8K +$57.8K +10,489 New
SWA
141
Stratos Wealth Advisors
Ohio
$56.5K -$6.61K -1,200 -10%
TWC
142
TD Waterhouse Canada
Ontario, Canada
$50K
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$45.5K +$30K +5,447 +194%
Northwestern Mutual Wealth Management
144
Northwestern Mutual Wealth Management
Wisconsin
$43.3K +$35.7K +6,479 +473%
KTC
145
Kentucky Trust Company
Kentucky
$40.8K
GWP
146
Gen-Wealth Partners
Michigan
$38.2K
GWM
147
Geneos Wealth Management
Colorado
$37.5K +$28.1K +5,100 +300%
RIL
148
Rothschild Investment LLC
Illinois
$33.1K
WSC
149
Wellington Shields & Co
New York
$29.9K
GIA
150
GHP Investment Advisors
Colorado
$29.4K