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, 64 increasing their positions, 42 reducing their positions, and 21 closing their positions.
52% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 42
3% more capital invested
Capital invested by funds: $128M → $131M (+$3.7M)
0.37% less ownership
Funds ownership: 8.13% → 7.76% (-0.37%)
6% less funds holding
Funds holding: 199 → 187 (-12)
33% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 21
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 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$1.98M |
| 2 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$916K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$462K |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$328K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$326K |
GAB Hedge Fund Activity: Q1 2025 in Review
187 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Gabelli Equity Trust (GAB) for Q1 2025, worth a combined $131M — up 2.9% from $128M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of GAB and 14 opened new positions — a net loss of 7 holders — while 42 trimmed existing stakes and 64 added.
The largest buyer was J.W. Cole Advisors, adding an estimated $3.87M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $1.98M 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, up 2.9% quarter-over-quarter.
- 14 funds opened new Gabelli Equity Trust positions in Q1 2025 and 21 closed out, a net change of -7 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 Independent Advisor Alliance, an estimated $1.98M sold.
Based on aggregated 13F filings for Q1 2025.