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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 %
LPL Financial
1
LPL Financial
California
$19.1M -$252K -45,791 -1%
Morgan Stanley
2
Morgan Stanley
New York
$13.4M +$415K +75,233 +3%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$10.4M -$62.9K -11,417 -0.6%
PTC
4
Philadelphia Trust Company
Pennsylvania
$6.31M -$282K -51,250 -4%
GI
5
GAMCO Investors
Connecticut
$4.67M +$29.9K +5,430 +0.6%
JWCA
6
J.W. Cole Advisors
Florida
$3.97M +$3.86M +701,120 +3,654%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$3.16M +$376K +68,157 +13%
GSWM
8
Golden State Wealth Management
California
$2.86M -$138K -25,119 -5%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.85M -$245K -44,484 -8%
LOPW
10
Live Oak Private Wealth
North Carolina
$2.83M – – –
Raymond James Financial
11
Raymond James Financial
Florida
$2.83M +$149K +26,979 +6%
Bank of America
12
Bank of America
North Carolina
$2.8M -$462K -83,841 -14%
Creative Planning
13
Creative Planning
Kansas
$2.54M +$79.1K +14,364 +3%
SC
14
Scotia Capital
Ontario, Canada
$2.52M -$80.3K -14,574 -3%
Wells Fargo
15
Wells Fargo
California
$2.52M +$18.8K +3,407 +0.8%
Cohen & Steers
16
Cohen & Steers
New York
$2.2M – – –
IAIM
17
International Assets Investment Management
Florida
$2.19M -$113K -20,500 -5%
AWM
18
Accel Wealth Management
Iowa
$1.99M +$79.7K +14,473 +4%
UBS Group
19
UBS Group
Switzerland
$1.89M -$288K -52,241 -13%
GC
20
Guggenheim Capital
Illinois
$1.43M +$504K +91,493 +55%
SPIA
21
Steward Partners Investment Advisory
New York
$1.38M +$149K +26,970 +12%
MGWM
22
Marks Group Wealth Management
Minnesota
$1.35M – – –
Cerity Partners
23
Cerity Partners
New York
$1.31M -$207K -37,556 -14%
AAM
24
Advisors Asset Management
Colorado
$1.15M +$2.69K +489 +0.2%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$1.11M -$12.7K -2,296 -1%
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