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Gabelli Equity Trust

191 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, 48 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
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
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
126
Johnson Investment Counsel
Ohio
$88K
SIAG
127
Safeguard Investment Advisory Group
California
$84.9K
RBWA
128
RFG - Bristol Wealth Advisors
Massachusetts
$81.8K
WSCM
129
Wellington Shields Capital Management
New York
$80.6K
SG
130
StoneX Group
New York
$79.2K
Ameriprise
131
Ameriprise
Minnesota
$79.2K
MIM
132
MTM Investment Management
South Carolina
$78.7K
SPC
133
Sigma Planning Corp
Michigan
$75.3K
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
$75K
CAG
135
Csenge Advisory Group
Florida
$71.8K
SC
136
Savant Capital
Illinois
$71.6K
Focus Partners Wealth
137
Focus Partners Wealth
Massachusetts
$70.9K
AA
138
Aire Advisors
California
$68.8K
CIG
139
Cascade Investment Group
Colorado
$68.4K
SFC
140
SYM Financial Corp
Indiana
$66.8K
TWM
141
Triton Wealth Management
Arizona
$65.5K
TYCC
142
Texas Yale Capital Corp
Florida
$64K
APW
143
Aurora Private Wealth
New Jersey
$64K
NG
144
Novem Group
New York
$61K
AAS
145
Ameritas Advisory Services
Nebraska
$57.4K
CA
146
CoreCap Advisors
Michigan
$55.7K
TWC
147
TD Waterhouse Canada
Ontario, Canada
$53.6K
KTC
148
Kentucky Trust Company
Kentucky
$43.1K
MWM
149
MorganRosel Wealth Management
Colorado
$36.4K
RIL
150
Rothschild Investment LLC
Illinois
$34.9K