Gabelli Equity Trust
187 hedge funds and large institutions have $131M invested in Gabelli Equity Trust in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 65 increasing their positions, 42 reducing their positions, and 20 closing their positions.
55% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 42
0.37% less ownership
Funds ownership: 8.13% → 7.76% (-0.37%)
6% less funds holding
Funds holding: 199 → 187 (-12)
30% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 20
48% less capital invested
Capital invested by funds: $252M → $131M (-$120M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$3.87M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$505K |
| 3 |
Morgan Stanley
New York
|
+$415K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$376K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$368K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Koshinski Asset Management
Decatur,
Illinois
|
-$124M |
| 2 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$1.98M |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$916K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$462K |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$328K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Ameriprise
Minneapolis,
Minnesota
| – | -$55.7K | -10,361 | Closed |
|
|
CFGS
202
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$33.1K | -6,000 | Closed |
|
203
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$16.1K | -3,000 | Closed |
|
|
RTL
204
Red Tortoise LLC
Atlanta,
Georgia
| – | -$16.1K | -3,000 | Closed |
|
|
CAS
205
Coppell Advisory Solutions
Coppell,
Texas
| – | -$14.2K | -2,643 | Closed |
|
|
CAWM
206
Capital A Wealth Management
New Castle,
Pennsylvania
| – | -$2.74K | -510 | Closed |
|
|
LDB
207
Lee, Danner & Bass
Nashville,
Tennessee
| – | -$2.69K | -500 | Closed |
|
|
HBW
208
Hazlett, Burt & Watson
Wheeling,
West Virginia
| – | -$2K | -303 | Closed |
|
GAB Hedge Fund Activity: Q1 2025 in Review
187 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Gabelli Equity Trust (GAB) for Q1 2025, worth a combined $131M — down 48% from $252M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of GAB and 14 opened new positions — a net loss of 6 holders — while 42 trimmed existing stakes and 65 added.
The largest buyer was J.W. Cole Advisors, adding an estimated $3.87M. The largest seller was Koshinski Asset Management, exiting entirely with an estimated $124M sold.
- 187 institutional investors held Gabelli Equity Trust (GAB) as of Q1 2025, down from 199 in Q4 2024.
- Funds reported $131M of Gabelli Equity Trust stock for Q1 2025, down 48% quarter-over-quarter.
- 14 funds opened new Gabelli Equity Trust positions in Q1 2025 and 20 closed out, a net change of -6 holders.
- The largest Gabelli Equity Trust buyer in Q1 2025 was J.W. Cole Advisors, an estimated $3.87M added.
- The largest Gabelli Equity Trust seller in Q1 2025 was Koshinski Asset Management, an estimated $124M sold.
Based on aggregated 13F filings for Q1 2025.