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Gabelli Equity Trust
GAB

Overview Fund Activity

189 hedge funds and large institutions have $145M invested in Gabelli Equity Trust in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+3
Holders Change %
+1.61%
% of All Funds
2.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
60
Reduced
47
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JWCA
J.W. Cole Advisors
Florida
+$3.13M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.35M
3
LPL Financial
LPL Financial
California
+$1.92M
4
GC
Guggenheim Capital
Illinois
+$582K
5
Cerity Partners
Cerity Partners
New York
+$403K

Top Sellers

1
GSWM
Golden State Wealth Management
California
-$1.04M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$293K
3
FCI
Financial Counselors Inc
Kansas
-$291K
4
AWS
Atria Wealth Solutions
New York
-$258K
5
VFA
Valeo Financial Advisors
Indiana
-$179K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$22.1M +$1.92M +330,144 +10%
Morgan Stanley
2
Morgan Stanley
New York
$14.3M +$232K +39,857 +2%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$10.9M -$79.3K -13,621 -0.7%
JWCA
4
J.W. Cole Advisors
Florida
$7.32M +$3.13M +537,971 +75%
PTC
5
Philadelphia Trust Company
Pennsylvania
$6.64M -$18K -3,100 -0.3%
GI
6
GAMCO Investors
Connecticut
$4.9M -$31.6K -5,430 -0.6%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$3.5M +$161K +27,661 +5%
Raymond James Financial
8
Raymond James Financial
Florida
$3.23M +$241K +41,437 +8%
Bank of America
9
Bank of America
North Carolina
$3.09M +$139K +23,911 +5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3.07M +$65K +11,171 +2%
LOPW
11
Live Oak Private Wealth
North Carolina
$2.99M – – –
Creative Planning
12
Creative Planning
Kansas
$2.68M +$675 +116 +0%
SC
13
Scotia Capital
Ontario, Canada
$2.67M +$8.65K +1,487 +0.3%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.66M +$2.35M +404,110 +762%
Wells Fargo
15
Wells Fargo
California
$2.65M -$8.78K -1,508 -0.3%
Cohen & Steers
16
Cohen & Steers
New York
$2.33M – – –
IAIM
17
International Assets Investment Management
Florida
$2.31M – – –
UBS Group
18
UBS Group
Switzerland
$2.21M +$208K +35,824 +10%
AWM
19
Accel Wealth Management
Iowa
$2.12M +$24.4K +4,185 +1%
GC
20
Guggenheim Capital
Illinois
$2.09M +$582K +99,982 +39%
GSWM
21
Golden State Wealth Management
California
$1.98M -$1.04M -178,781 -34%
SPIA
22
Steward Partners Investment Advisory
New York
$1.86M +$399K +68,549 +27%
Cerity Partners
23
Cerity Partners
New York
$1.79M +$403K +69,237 +29%
MGWM
24
Marks Group Wealth Management
Minnesota
$1.42M – – –
AAM
25
Advisors Asset Management
Colorado
$1.21M -$6.51K -1,118 -0.5%
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