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Gabelli Equity Trust

189 hedge funds and large institutions have $157M invested in Gabelli Equity Trust in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
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

Top Buyers

1 +$2.19M
2 +$1.19M
3 +$961K
4
Truist Financial
Truist Financial
North Carolina
+$919K
5
Morgan Stanley
Morgan Stanley
New York
+$698K

Top Sellers

1 -$2.24M
2 -$1.2M
3 -$829K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$764K
5
HF
HRT Financial
New York
-$662K
Name Holding Trade Value Shares
Change
Change in
Stake
SWIM
176
Smallwood Wealth Investment Management
New Jersey
$6.94K
TJHA
177
Thomas J. Herzfeld Advisors
Florida
$6.6K
CB
178
Community Bank
New York
$6.17K
SWM
179
Spire Wealth Management
Virginia
$6.17K
CFM
180
Cornerstone Financial Management
Massachusetts
$5.88K
FDCDDQ
181
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.56K
AssetMark Inc
182
AssetMark Inc
California
$4K
HWP
183
Highline Wealth Partners
California
$3.08K
PWMG
184
Prestige Wealth Management Group
New Jersey
$2.12K
FFA
185
Frazier Financial Advisors
Ohio
$2.02K
Jones Financial Companies
186
Jones Financial Companies
Missouri
$1.23K
SIS
187
Sound Income Strategies
Florida
$636
KFI
188
Key Financial Inc
Pennsylvania
$617
TRCT
189
Tower Research Capital (TRC)
New York
$284
HF
190
HRT Financial
New York
CPRC
191
Consolidated Portfolio Review Corp
New York
AWM
192
Apollon Wealth Management
South Carolina
4WM
193
49 Wealth Management
Texas
AA
194
Aire Advisors
California
NEPWA
195
New England Private Wealth Advisors
Massachusetts
Fisher Asset Management
196
Fisher Asset Management
Washington
PS
197
Principal Securities
Iowa
CA
198
Cornerstone Advisors
North Carolina
WANY
199
Wealthspire Advisors (New York)
New York
CWP
200
Concord Wealth Partners
Virginia