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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 %
BCWM
176
Bartlett & Co Wealth Management
Ohio
$4.97K – – –
FDCDDQ
177
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.07K – – –
AssetMark Inc
178
AssetMark Inc
California
$3.57K – – –
PWMG
179
Prestige Wealth Management Group
New Jersey
$1.89K – – –
CWP
180
Concord Wealth Partners
Virginia
$1.67K +$1.67K +303 New
DF
181
DecisionPoint Financial
Arizona
$937 – – –
SIS
182
Sound Income Strategies
Florida
$573 – – –
KFI
183
Key Financial Inc
Pennsylvania
$551 – – –
FFA
184
Frazier Financial Advisors
Ohio
$447 – – –
TRCT
185
Tower Research Capital (TRC)
New York
$165 +$165 +30 New
WBC
186
West Branch Capital
Massachusetts
$122 +$122 +22 New
Comerica Bank
187
Comerica Bank
Texas
$6 -$26.2K -4,374 -100%
IAA
188
Independent Advisor Alliance
North Carolina
– -$1.98M -367,744 Closed
SFS
189
Shaker Financial Services
Virginia
– -$326K -60,643 Closed
SVWAG
190
Sound View Wealth Advisors Group
Georgia
– -$188K -35,000 Closed
Koshinski Asset Management
191
Koshinski Asset Management
Illinois
– -$124M -23,112 Closed
GS
192
GWN Securities
Florida
– -$128K -22,682 Closed
RFN
193
RDA Financial Network
Iowa
– -$115K -21,318 Closed
PFG
194
Putney Financial Group
California
– -$100K -18,679 Closed
EC
195
Elequin Capital
New York
– -$69.2K -12,861 Closed
MA
196
Mutual Advisors
Nebraska
– -$64.1K -11,777 Closed
EWA
197
Exencial Wealth Advisors
Oklahoma
– -$61.3K -11,393 Closed
IFWM
198
Institute for Wealth Management
Colorado
– -$60.5K -11,240 Closed
Bank of Montreal
199
Bank of Montreal
Ontario, Canada
– -$56.3K -10,470 Closed
Ameriprise
200
Ameriprise
Minnesota
– -$55.7K -10,361 Closed
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