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Gabelli Equity Trust

192 hedge funds and large institutions have $145M invested in Gabelli Equity Trust in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 47 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
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
RIL
151
Rothschild Investment LLC
Illinois
$34.9K
WSC
152
Wellington Shields & Co
New York
$31.6K
GIA
153
GHP Investment Advisors
Colorado
$31.1K
BWAM
154
Boyd Watterson Asset Management
Ohio
$30.7K
GWP
155
Gen-Wealth Partners
Michigan
$30.5K
GWM
156
Geneos Wealth Management
Colorado
$29.7K
JP Morgan Chase
157
JP Morgan Chase
New York
$26.2K
PS
158
Principal Securities
Iowa
$24.1K
Fifth Third Bancorp
159
Fifth Third Bancorp
Ohio
$23.3K
BHWM
160
Beaird Harris Wealth Management
Texas
$22.8K
OLVIG
161
Oliver Lagore Vanvalin Investment Group
Michigan
$20.7K
PNC Financial Services Group
162
PNC Financial Services Group
Pennsylvania
$16.3K
HNB
163
Hilltop National Bank
Wyoming
$16K
VWM
164
Vermillion Wealth Management
Minnesota
$15.9K
AAG
165
Armstrong Advisory Group
Massachusetts
$15.9K
ACA
166
American Capital Advisory
Idaho
$14.7K
CA
167
Cornerstone Advisors
North Carolina
$12.8K
IA
168
IFP Advisors
Florida
$12.6K
BTI
169
Blue Trust Inc
Georgia
$11.6K
GEA
170
Glen Eagle Advisors
New Jersey
$11.1K
GRP
171
Global Retirement Partners
California
$11.1K
US Bancorp
172
US Bancorp
Minnesota
$9.63K
WPA
173
Wealth Preservation Advisors
Tennessee
$8.73K
CIBC Private Wealth Group
174
CIBC Private Wealth Group
Georgia
$8.64K
Northwestern Mutual Wealth Management
175
Northwestern Mutual Wealth Management
Wisconsin
$7.98K