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Gabelli Equity Trust

182 hedge funds and large institutions have $156M invested in Gabelli Equity Trust in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 61 increasing their positions, 34 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 34

5% more capital invested

Capital invested by funds: $148M → $156M (+$7.45M)

0.03% more ownership

Funds ownership: 8.28%8.31% (+0.03%)

6% less funds holding

Funds holding: 193182 (-11)

32% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 19

Holders
182
Holders Change
-11
Holders Change %
-5.7%
% of All Funds
2.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
61
Reduced
34
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$26.6M +$3.38M +563,928 +15%
Morgan Stanley
2
Morgan Stanley
New York
$14.1M -$877K -146,159 -6%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$9.06M -$2.35M -391,028 -21%
JWCA
4
J.W. Cole Advisors
Florida
$7.8M +$133K +22,200 +2%
PTC
5
Philadelphia Trust Company
Pennsylvania
$6.83M -$123K -20,450 -2%
GI
6
GAMCO Investors
Connecticut
$5.13M
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$4.06M +$394K +65,718 +11%
Raymond James Financial
8
Raymond James Financial
Florida
$3.87M +$485K +80,781 +15%
Wells Fargo
9
Wells Fargo
California
$3.87M +$1.08M +179,213 +39%
Bank of America
10
Bank of America
North Carolina
$3.84M +$600K +99,912 +19%
IFG
11
Independent Financial Group
California
$3.2M +$182K +30,298 +6%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.15M -$61.1K -10,179 -2%
LOPW
13
Live Oak Private Wealth
North Carolina
$3.13M
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.91M +$120K +19,965 +4%
GC
15
Guggenheim Capital
Illinois
$2.87M +$677K +112,800 +31%
Creative Planning
16
Creative Planning
Kansas
$2.83M +$20.1K +3,348 +0.7%
SC
17
Scotia Capital
Ontario, Canada
$2.82M +$16.7K +2,782 +0.6%
IAIM
18
International Assets Investment Management
Florida
$2.33M
UBS Group
19
UBS Group
Switzerland
$2.22M -$91K -15,169 -4%
AWM
20
Accel Wealth Management
Iowa
$2.22M -$3.19K -532 -0.1%
SPIA
21
Steward Partners Investment Advisory
New York
$1.9M -$43.4K -7,233 -2%
Cerity Partners
22
Cerity Partners
New York
$1.85M -$21.7K -3,616 -1%
GSWM
23
Golden State Wealth Management
California
$1.74M -$320K -53,351 -16%
KAS
24
Kestra Advisory Services
Texas
$1.58M +$1.17M +194,228 +297%
MGWM
25
Marks Group Wealth Management
Minnesota
$1.49M

GAB Hedge Fund Activity: Q3 2025 in Review

182 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Gabelli Equity Trust (GAB) for Q3 2025, worth a combined $156M — up 5% from $148M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of GAB and 13 opened new positions — a net loss of 6 holders — while 34 trimmed existing stakes and 61 added.

The largest buyer was LPL Financial, adding an estimated $3.38M. The largest seller was Commonwealth Equity Services, cutting an estimated $2.35M.

  • 182 institutional investors held Gabelli Equity Trust (GAB) as of Q3 2025, down from 193 in Q2 2025.
  • Funds reported $156M of Gabelli Equity Trust stock for Q3 2025, up 5% quarter-over-quarter.
  • 13 funds opened new Gabelli Equity Trust positions in Q3 2025 and 19 closed out, a net change of -6 holders.
  • The largest Gabelli Equity Trust buyer in Q3 2025 was LPL Financial, an estimated $3.38M added.
  • The largest Gabelli Equity Trust seller in Q3 2025 was Commonwealth Equity Services, an estimated $2.35M sold.

Based on aggregated 13F filings for Q3 2025.