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Gabelli Equity Trust

191 hedge funds and large institutions have $160M invested in Gabelli Equity Trust in 2025 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 62 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 12

72% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 36

5% more funds holding

Funds holding: 182191 (+9)

3% more capital invested

Capital invested by funds: $156M → $160M (+$4.86M)

0.15% more ownership

Funds ownership: 8.31%8.46% (+0.15%)

Holders
191
Holders Change
+9
Holders Change %
+4.95%
% of All Funds
2.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
62
Reduced
36
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
176
SOA Wealth Advisors
New York
$7.4K
GAFA
177
Garton & Associates Financial Advisors
Kentucky
$7.4K +$7.29K +1,200 New
SWIM
178
Smallwood Wealth Investment Management
New Jersey
$6.94K
TJHA
179
Thomas J. Herzfeld Advisors
Florida
$6.6K +$158 +26 +2%
CB
180
Community Bank
New York
$6.17K
SWM
181
Spire Wealth Management
Virginia
$6.17K
CFM
182
Cornerstone Financial Management
Massachusetts
$5.88K +$5.79K +954 New
FDCDDQ
183
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.56K
AssetMark Inc
184
AssetMark Inc
California
$4K
HWP
185
Highline Wealth Partners
California
$3.08K
PWMG
186
Prestige Wealth Management Group
New Jersey
$2.12K
FFA
187
Frazier Financial Advisors
Ohio
$2.02K
Jones Financial Companies
188
Jones Financial Companies
Missouri
$1.23K +$1.21K +200 New
SIS
189
Sound Income Strategies
Florida
$636
KFI
190
Key Financial Inc
Pennsylvania
$617
TRCT
191
Tower Research Capital (TRC)
New York
$284 -$1.26K -207 -82%
HF
192
HRT Financial
New York
-$662K -108,835 Closed
CPRC
193
Consolidated Portfolio Review Corp
New York
-$660K -108,342 Closed
AWM
194
Apollon Wealth Management
South Carolina
-$93K -15,271 Closed
4WM
195
49 Wealth Management
Texas
-$82.2K -13,494 Closed
AA
196
Aire Advisors
California
-$71.9K -11,813 Closed
NEPWA
197
New England Private Wealth Advisors
Massachusetts
-$69.7K -11,446 Closed
Fisher Asset Management
198
Fisher Asset Management
Washington
-$68.1K -11,175 Closed
PS
199
Principal Securities
Iowa
-$25.9K -4,247 Closed
CA
200
Cornerstone Advisors
North Carolina
-$13.4K -2,200 Closed