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Gabelli Equity Trust
GAB

Overview Fund Activity

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
–

Top Buyers

1
JWCA
J.W. Cole Advisors
Florida
$7.32M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.66M
3
LPL Financial
LPL Financial
California
$22.1M
4
GC
Guggenheim Capital
Illinois
$2.09M
5
Cerity Partners
Cerity Partners
New York
$1.79M

Top Sellers

1
GSWM
Golden State Wealth Management
California
$1.98M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
3
FCI
Financial Counselors Inc
Kansas
$0
4
AWS
Atria Wealth Solutions
New York
$245K
5
VFA
Valeo Financial Advisors
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TJHA
176
Thomas J. Herzfeld Advisors
Florida
$5.94K +$151 +26 +3%
CB
177
Community Bank
New York
$5.82K – – –
SWM
178
Spire Wealth Management
Virginia
$5.82K – – –
T
179
Transce3nd
Texas
$5.82K +$5.82K +1,000 New
BCWM
180
Bartlett & Co Wealth Management
Ohio
$5.25K – – –
FDCDDQ
181
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.3K – – –
AssetMark Inc
182
AssetMark Inc
California
$3.77K – – –
PWMG
183
Prestige Wealth Management Group
New Jersey
$2K – – –
CWP
184
Concord Wealth Partners
Virginia
$1.76K – – –
SIS
185
Sound Income Strategies
Florida
$605 – – –
KFI
186
Key Financial Inc
Pennsylvania
$582 – – –
FFA
187
Frazier Financial Advisors
Ohio
$472 – – –
TRCT
188
Tower Research Capital (TRC)
New York
$146 -$29 -5 -17%
WBC
189
West Branch Capital
Massachusetts
$129 – – –
Susquehanna International Group
190
Susquehanna International Group
Pennsylvania
– -$293K -53,218 Closed
FCI
191
Financial Counselors Inc
Kansas
– -$291K -52,810 Closed
VFA
192
Valeo Financial Advisors
Indiana
– -$179K -32,449 Closed
AWA
193
Arete Wealth Advisors
Illinois
– -$110K -20,016 Closed
GCP
194
GSA Capital Partners
United Kingdom
– -$105K -19,048 Closed
BAM
195
Belpointe Asset Management
Nevada
– -$74K -13,421 Closed
SWP
196
Sagespring Wealth Partners
Tennessee
– -$74K -13,421 Closed
PWA
197
PCG Wealth Advisors
Kansas
– -$65.7K -11,920 Closed
SWA
198
Stratos Wealth Advisors
Ohio
– -$56.5K -10,248 Closed
CBT
199
Crews Bank & Trust
Florida
– -$13.4K -2,423 Closed
PPC
200
Park Place Capital
Alabama
– -$11K -2,000 Closed
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