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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
AssetMark Inc
176
AssetMark Inc
California
$3.95K
HWP
177
Highline Wealth Partners
California
$3.04K +$3K +500 New
BTI
178
Blue Trust Inc
Georgia
$2.44K -$9.6K -1,600 -80%
PWMG
179
Prestige Wealth Management Group
New Jersey
$2.09K
FFA
180
Frazier Financial Advisors
Ohio
$1.99K +$1.48K +246 +304%
TRCT
181
Tower Research Capital (TRC)
New York
$1.54K +$1.37K +228 +912%
SIS
182
Sound Income Strategies
Florida
$624
KFI
183
Key Financial Inc
Pennsylvania
$615
Cohen & Steers
184
Cohen & Steers
New York
-$2.33M -400,000 Closed
Thrivent Financial for Lutherans
185
Thrivent Financial for Lutherans
Minnesota
-$1.11M -191,249 Closed
CL
186
Choreo LLC
Illinois
-$536K -92,100 Closed
VF
187
Virtu Financial
New York
-$204K -35,102 Closed
Baird Financial Group
188
Baird Financial Group
Wisconsin
-$189K -32,548 Closed
CPIA
189
Cornell Pochily Investment Advisors
New York
-$172K -29,580 Closed
VFA
190
Valeo Financial Advisors
Indiana
-$171K -29,319 Closed
EC
191
Elequin Capital
New York
-$156K -26,873 Closed
Balyasny Asset Management
192
Balyasny Asset Management
Illinois
-$150K -25,778 Closed
EFA
193
Evernest Financial Advisors
Indiana
-$116K -19,855 Closed
TSS
194
Two Sigma Securities
New York
-$107K -18,317 Closed
SG
195
StoneX Group
New York
-$79.2K -13,612 Closed
TWM
196
Triton Wealth Management
Arizona
-$65.5K -11,031 Closed
AAS
197
Ameritas Advisory Services
Nebraska
-$57.4K -9,856 Closed
MWM
198
MorganRosel Wealth Management
Colorado
-$36.4K -6,246 Closed
PNC Financial Services Group
199
PNC Financial Services Group
Pennsylvania
-$16.3K -2,804 Closed
T
200
Transce3nd
Texas
-$5.82K -1,000 Closed

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.