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Gabelli Equity Trust
GAB

Overview Fund Activity

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
–

Top Buyers

1
JWCA
J.W. Cole Advisors
Florida
+$3.86M
2
GC
Guggenheim Capital
Illinois
+$504K
3
Morgan Stanley
Morgan Stanley
New York
+$415K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$376K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$368K

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$124M
2
WA
Whipplewood Advisors
Colorado
-$2.29M
3
IAA
Independent Advisor Alliance
North Carolina
-$1.98M
4
Baird Financial Group
Baird Financial Group
Wisconsin
-$915K
5
Bank of America
Bank of America
North Carolina
-$462K
Name Holding Trade Value Shares
Change 		Shares
Change %
BWAM
151
Boyd Watterson Asset Management
Ohio
$29.1K – – –
AF
152
Allworth Financial
California
$29K +$59 +11 +0.2%
HNB
153
Huntington National Bank
Ohio
$26.9K – – –
JPMorgan Chase & Co
154
JPMorgan Chase & Co
New York
$24.8K – – –
Fifth Third Bancorp
155
Fifth Third Bancorp
Ohio
$24.3K -$35.4K -6,432 -59%
PS
156
Principal Securities
Iowa
$21.2K – – –
VWM
157
Vermillion Wealth Management
Minnesota
$14.7K +$380 +69 +3%
ACA
158
American Capital Advisory
Idaho
$13.9K – – –
WA
159
Whipplewood Advisors
Colorado
$13.8K -$2.29M -2,490 -99%
IA
160
IFP Advisors
Florida
$13.8K – – –
CBT
161
Crews Bank & Trust
Florida
$13.4K – – –
CA
162
Cornerstone Advisors
North Carolina
$12.1K +$12.1K +2,200 New
PPC
163
Park Place Capital
Alabama
$11K – – –
GEA
164
Glen Eagle Advisors
New Jersey
$10.5K – – –
US Bancorp
165
US Bancorp
Minnesota
$9.11K – – –
WPA
166
Wealth Preservation Advisors
Tennessee
$8.27K +$8.27K +1,500 New
CIBC Private Wealth Group
167
CIBC Private Wealth Group
Georgia
$7.19K +$189 +38 +3%
CWC
168
Carolinas Wealth Consulting
North Carolina
$7K – – –
SWA
169
SOA Wealth Advisors
New York
$6.61K – – –
MCM
170
MAI Capital Management
Ohio
$6.43K – – –
SWIM
171
Smallwood Wealth Investment Management
New Jersey
$6.2K +$6.2K +1,125 New
CA
172
Continuum Advisory
Idaho
$5.75K +$149 +27 +3%
SWM
173
Spire Wealth Management
Virginia
$5.51K – – –
CB
174
Community Bank
New York
$5.5K – – –
TJHA
175
Thomas J. Herzfeld Advisors
Florida
$5.48K +$143 +26 +3%
5 6
7
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