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Gabelli Equity Trust

182 hedge funds and large institutions have $156M invested in Gabelli Equity Trust in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 61 increasing their positions, 34 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 34

5% more capital invested

Capital invested by funds: $148M → $156M (+$7.45M)

0.03% more ownership

Funds ownership: 8.28%8.31% (+0.03%)

6% less funds holding

Funds holding: 193182 (-11)

32% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 19

Holders
182
Holders Change
-11
Holders Change %
-5.7%
% of All Funds
2.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
61
Reduced
34
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$78K +$36 +6 +0%
SC
127
Savant Capital
Illinois
$74.9K
MWM
128
Meridian Wealth Management
Kentucky
$74.5K -$24.1K -4,024 -25%
AA
129
Aire Advisors
California
$71.9K
SFC
130
SYM Financial Corp
Indiana
$71.6K +$1.65K +275 +2%
CIG
131
Cascade Investment Group
Colorado
$71.6K
NEPWA
132
New England Private Wealth Advisors
Massachusetts
$69.7K +$68.7K +11,446 New
Fisher Asset Management
133
Fisher Asset Management
Washington
$68.1K +$67.1K +11,175 New
TYCC
134
Texas Yale Capital Corp
Florida
$67K
NG
135
Novem Group
New York
$63.9K
SA
136
Sanctuary Advisors
Indiana
$61.8K
MYIA
137
Mount Yale Investment Advisors
Colorado
$60.9K +$60K +10,000 New
VAS
138
Vestmark Advisory Solutions
Massachusetts
$60.9K +$60K +10,000 New
CA
139
CoreCap Advisors
Michigan
$58.2K
TWC
140
TD Waterhouse Canada
Ontario, Canada
$56.2K
JP Morgan Chase
141
JP Morgan Chase
New York
$51.2K +$23.4K +3,900 +87%
KTC
142
Kentucky Trust Company
Kentucky
$45.1K
RIL
143
Rothschild Investment LLC
Illinois
$36.5K
LFG
144
Larson Financial Group
Missouri
$34.5K +$34K +5,658 New
WSC
145
Wellington Shields & Co
New York
$33.1K
GIA
146
GHP Investment Advisors
Colorado
$32.5K
BWAM
147
Boyd Watterson Asset Management
Ohio
$32.2K
GWM
148
Geneos Wealth Management
Colorado
$31.1K
HNB
149
Huntington National Bank
Ohio
$30.4K
PS
150
Principal Securities
Iowa
$25.9K +$600 +100 +2%

GAB Hedge Fund Activity: Q3 2025 in Review

182 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Gabelli Equity Trust (GAB) for Q3 2025, worth a combined $156M — up 5% from $148M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of GAB and 13 opened new positions — a net loss of 6 holders — while 34 trimmed existing stakes and 61 added.

The largest buyer was LPL Financial, adding an estimated $3.38M. The largest seller was Commonwealth Equity Services, cutting an estimated $2.35M.

  • 182 institutional investors held Gabelli Equity Trust (GAB) as of Q3 2025, down from 193 in Q2 2025.
  • Funds reported $156M of Gabelli Equity Trust stock for Q3 2025, up 5% quarter-over-quarter.
  • 13 funds opened new Gabelli Equity Trust positions in Q3 2025 and 19 closed out, a net change of -6 holders.
  • The largest Gabelli Equity Trust buyer in Q3 2025 was LPL Financial, an estimated $3.38M added.
  • The largest Gabelli Equity Trust seller in Q3 2025 was Commonwealth Equity Services, an estimated $2.35M sold.

Based on aggregated 13F filings for Q3 2025.