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Gabelli Equity Trust

191 hedge funds and large institutions have $160M invested in Gabelli Equity Trust in 2025 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 62 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 12

72% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 36

5% more funds holding

Funds holding: 182191 (+9)

3% more capital invested

Capital invested by funds: $156M → $160M (+$4.86M)

0.15% more ownership

Funds ownership: 8.31%8.46% (+0.15%)

Holders
191
Holders Change
+9
Holders Change %
+4.95%
% of All Funds
2.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
62
Reduced
36
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RBWA
126
RFG - Bristol Wealth Advisors
Massachusetts
$87.9K +$607 +100 +0.7%
WSCM
127
Wellington Shields Capital Management
New York
$85.5K
SWP
128
Sagespring Wealth Partners
Tennessee
$84.3K +$498 +82 +0.6%
MIM
129
MTM Investment Management
South Carolina
$83.5K
MYIA
130
Mount Yale Investment Advisors
Colorado
$83.2K +$21.1K +3,479 +35%
VAS
131
Vestmark Advisory Solutions
Massachusetts
$83.2K +$21.1K +3,479 +35%
CAG
132
Csenge Advisory Group
Florida
$82.8K +$1.95K +321 +2%
SPC
133
Sigma Planning Corp
Michigan
$80.5K +$322 +53 +0.4%
MWM
134
Meridian Wealth Management
Kentucky
$76.1K +$546 +90 +0.7%
SC
135
Savant Capital
Illinois
$75.9K
SFC
136
SYM Financial Corp
Indiana
$74.2K +$1.72K +283 +2%
CIG
137
Cascade Investment Group
Colorado
$72.5K
APW
138
Aurora Private Wealth
New Jersey
$71K +$70.2K +11,571 New
SWGC
139
Summit Wealth Group (Colorado)
Colorado
$70K +$68.9K +11,348 New
TYCC
140
Texas Yale Capital Corp
Florida
$67.9K
M1FG
141
Mach-1 Financial Group
Arkansas
$65.1K +$64.1K +10,555 New
OCA
142
OpenArc Corporate Advisory
Georgia
$64.7K +$63.7K +10,492 New
NG
143
Novem Group
New York
$64.7K
GWM
144
Geneos Wealth Management
Colorado
$62.9K +$31K +5,100 +100%
SA
145
Sanctuary Advisors
Indiana
$62.6K
CA
146
CoreCap Advisors
Michigan
$59K
TWC
147
TD Waterhouse Canada
Ontario, Canada
$56.2K
KTC
148
Kentucky Trust Company
Kentucky
$45.7K
HHCP
149
Hilton Head Capital Partners
South Carolina
$41.8K +$41.2K +6,780 New
RIL
150
Rothschild Investment LLC
Illinois
$37K