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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
Fifth Third Bancorp
151
Fifth Third Bancorp
Ohio
$24.4K
BHWM
152
Beaird Harris Wealth Management
Texas
$23.9K
FGAM
153
Financial Gravity Asset Management
Texas
$23.1K +$22.8K +3,800 New
GWP
154
Gen-Wealth Partners
Michigan
$21.9K -$9.81K -1,635 -31%
VWM
155
Vermillion Wealth Management
Minnesota
$17.1K +$396 +66 +2%
AAG
156
Armstrong Advisory Group
Massachusetts
$17K +$396 +66 +2%
HNB
157
Hilltop National Bank
Wyoming
$16.7K
ACA
158
American Capital Advisory
Idaho
$15.4K
CA
159
Cornerstone Advisors
North Carolina
$13.4K
IA
160
IFP Advisors
Florida
$13.2K
GRP
161
Global Retirement Partners
California
$11.9K +$276 +46 +2%
GEA
162
Glen Eagle Advisors
New Jersey
$11.6K
US Bancorp
163
US Bancorp
Minnesota
$10.1K
CIBC Private Wealth Group
164
CIBC Private Wealth Group
Georgia
$9.26K +$216 +36 +2%
WPA
165
Wealth Preservation Advisors
Tennessee
$9.13K
Northwestern Mutual Wealth Management
166
Northwestern Mutual Wealth Management
Wisconsin
$8.35K
SWA
167
SOA Wealth Advisors
New York
$7.31K
WANY
168
Wealthspire Advisors (New York)
New York
$7.28K +$7.18K +1,196 New
MCM
169
MAI Capital Management
Ohio
$7.1K
SWIM
170
Smallwood Wealth Investment Management
New Jersey
$6.85K
TJHA
171
Thomas J. Herzfeld Advisors
Florida
$6.36K +$144 +24 +2%
CB
172
Community Bank
New York
$6.09K
SWM
173
Spire Wealth Management
Virginia
$6.09K
CWP
174
Concord Wealth Partners
Virginia
$4.85K +$2.96K +493 +163%
FDCDDQ
175
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.5K

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.