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Gabelli Equity Trust
GAB

193 hedge funds and large institutions have $148M invested in Gabelli Equity Trust in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 62 increasing their positions, 47 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

32% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 47

13% more capital invested

Capital invested by funds: $131M → $148M (+$16.7M)

3% more funds holding

Funds holding: 187 → 193 (+6)

0.52% more ownership

Funds ownership: 7.76% → 8.28% (+0.52%)

Holders
193
Holders Change
+6
Holders Change %
+3.21%
% of All Funds
2.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
62
Reduced
47
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JWCA
J.W. Cole Advisors
Florida
+$3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.25M
3
LPL Financial
LPL Financial
California
+$1.84M
4
GC
Guggenheim Capital
Illinois
+$557K
5
Cerity Partners
Cerity Partners
New York
+$386K

Top Sellers

Rank Fund Capital Flow
1
GSWM
Golden State Wealth Management
California
-$996K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$293K
3
FCI
Financial Counselors Inc
Kansas
-$291K
4
AWS
Atria Wealth Solutions
New York
-$247K
5
CPRC
Consolidated Portfolio Review Corp
New York
-$135K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$22.1M +$1.84M +330,144 +10%
Morgan Stanley
2
Morgan Stanley
New York
$14.3M +$222K +39,857 +2%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$10.9M -$75.9K -13,621 -0.7%
JWCA
4
J.W. Cole Advisors
Florida
$7.32M +$3M +537,971 +75%
PTC
5
Philadelphia Trust Company
Pennsylvania
$6.64M -$17.3K -3,100 -0.3%
GI
6
GAMCO Investors
Connecticut
$4.9M -$30.3K -5,430 -0.6%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$3.5M +$154K +27,661 +5%
Raymond James Financial
8
Raymond James Financial
Florida
$3.23M +$231K +41,437 +8%
Bank of America
9
Bank of America
North Carolina
$3.09M +$133K +23,911 +5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3.07M +$62.2K +11,171 +2%
LOPW
11
Live Oak Private Wealth
North Carolina
$2.99M – – –
IFG
12
Independent Financial Group
California
$2.89M +$278K +49,929 +11%
Creative Planning
13
Creative Planning
Kansas
$2.68M +$646 +116 +0%
SC
14
Scotia Capital
Ontario, Canada
$2.67M +$8.28K +1,487 +0.3%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$2.66M +$2.25M +404,110 +762%
Wells Fargo
16
Wells Fargo
California
$2.65M -$8.4K -1,508 -0.3%
Cohen & Steers
17
Cohen & Steers
New York
$2.33M – – –
IAIM
18
International Assets Investment Management
Florida
$2.31M – – –
UBS Group
19
UBS Group
Switzerland
$2.21M +$200K +35,824 +10%
AWM
20
Accel Wealth Management
Iowa
$2.12M +$23.3K +4,185 +1%
GC
21
Guggenheim Capital
Illinois
$2.09M +$557K +99,982 +39%
GSWM
22
Golden State Wealth Management
California
$1.98M -$996K -178,781 -34%
SPIA
23
Steward Partners Investment Advisory
New York
$1.86M +$382K +68,549 +27%
Cerity Partners
24
Cerity Partners
New York
$1.79M +$386K +69,237 +29%
MGWM
25
Marks Group Wealth Management
Minnesota
$1.42M – – –
1
2 3 4 5

GAB Hedge Fund Activity: Q2 2025 in Review

193 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Gabelli Equity Trust (GAB) for Q2 2025, worth a combined $148M — up 13% from $131M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new GAB positions and 14 closed out — a net gain of 8 holders — while 62 added to existing stakes and 47 trimmed.

The largest buyer was J.W. Cole Advisors, adding an estimated $3M. The largest seller was Golden State Wealth Management, cutting an estimated $996K.

  • 193 institutional investors held Gabelli Equity Trust (GAB) as of Q2 2025, up from 187 in Q1 2025.
  • Funds reported $148M of Gabelli Equity Trust stock for Q2 2025, up 13% quarter-over-quarter.
  • 22 funds opened new Gabelli Equity Trust positions in Q2 2025 and 14 closed out, a net change of +8 holders.
  • The largest Gabelli Equity Trust buyer in Q2 2025 was J.W. Cole Advisors, an estimated $3M added.
  • The largest Gabelli Equity Trust seller in Q2 2025 was Golden State Wealth Management, an estimated $996K sold.

Based on aggregated 13F filings for Q2 2025.