Gabelli Equity Trust
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, 63 increasing their positions, 46 reducing their positions, and 14 closing their positions.
57% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 14
37% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 46
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$3M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.25M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.84M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$557K |
| 5 |
Cerity Partners
New York
|
+$386K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GSWM
Golden State Wealth Management
Santa Ana,
California
|
-$996K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$293K |
| 3 |
FCI
Financial Counselors Inc
Overland Park,
Kansas
|
-$291K |
| 4 |
AWS
Atria Wealth Solutions
New York
|
-$247K |
| 5 |
CPRC
Consolidated Portfolio Review Corp
Woodbury,
New York
|
-$135K |
GAB Hedge Fund Activity: Q2 2025 in Review
193 of the 7,613 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 63 added to existing stakes and 46 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.