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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 %
GIA
151
GHP Investment Advisors
Colorado
$31.1K
BWAM
152
Boyd Watterson Asset Management
Ohio
$30.7K
GWP
153
Gen-Wealth Partners
Michigan
$30.5K -$9.89K -1,700 -25%
GWM
154
Geneos Wealth Management
Colorado
$29.7K -$9.89K -1,700 -25%
JPMorgan Chase & Co
155
JPMorgan Chase & Co
New York
$26.2K
PS
156
Principal Securities
Iowa
$24.1K +$1.25K +214 +5%
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$23.3K -$2.39K -411 -9%
BHWM
158
Beaird Harris Wealth Management
Texas
$22.8K +$22.8K +3,917 New
OLVIG
159
Oliver Lagore Vanvalin Investment Group
Michigan
$20.7K +$20.7K +3,750 New
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$16.3K -$31.7K -5,447 -66%
HNB
161
Hilltop National Bank
Wyoming
$16K +$16K +2,750 New
VWM
162
Vermillion Wealth Management
Minnesota
$15.9K +$402 +69 +3%
AAG
163
Armstrong Advisory Group
Massachusetts
$15.9K +$15.9K +2,727 New
ACA
164
American Capital Advisory
Idaho
$14.7K
CA
165
Cornerstone Advisors
North Carolina
$12.8K
IA
166
IFP Advisors
Florida
$12.6K -$1.92K -330 -13%
BTI
167
Blue Trust Inc
Georgia
$11.6K +$11.6K +2,000 New
GEA
168
Glen Eagle Advisors
New Jersey
$11.1K
GRP
169
Global Retirement Partners
California
$11.1K +$11.1K +1,902 New
US Bancorp
170
US Bancorp
Minnesota
$9.63K
WPA
171
Wealth Preservation Advisors
Tennessee
$8.73K
CIBC Private Wealth Group
172
CIBC Private Wealth Group
Georgia
$8.64K +$215 +37 +3%
Northwestern Mutual Wealth Management
173
Northwestern Mutual Wealth Management
Wisconsin
$7.98K -$37.7K -6,479 -83%
SWA
174
SOA Wealth Advisors
New York
$6.98K
MCM
175
MAI Capital Management
Ohio
$6.79K