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Gabelli Equity Trust

191 hedge funds and large institutions have $160M invested in Gabelli Equity Trust in 2025 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 62 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 12

72% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 36

5% more funds holding

Funds holding: 182191 (+9)

3% more capital invested

Capital invested by funds: $156M → $160M (+$4.86M)

0.15% more ownership

Funds ownership: 8.31%8.46% (+0.15%)

Holders
191
Holders Change
+9
Holders Change %
+4.95%
% of All Funds
2.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
62
Reduced
36
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$27.5M +$569K +93,789 +2%
Morgan Stanley
2
Morgan Stanley
New York
$15M +$698K +114,995 +5%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$9.36M +$176K +28,926 +2%
JWCA
4
J.W. Cole Advisors
Florida
$6.6M -$1.2M -197,776 -15%
PTC
5
Philadelphia Trust Company
Pennsylvania
$6.57M -$335K -55,200 -5%
GI
6
GAMCO Investors
Connecticut
$5.19M
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$4.16M +$44.4K +7,320 +1%
Raymond James Financial
8
Raymond James Financial
Florida
$3.97M +$48.1K +7,923 +1%
Wells Fargo
9
Wells Fargo
California
$3.96M +$37.5K +6,175 +1%
Bank of America
10
Bank of America
North Carolina
$3.69M -$201K -33,028 -5%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$3.47M +$2.19M +360,199 +179%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.35M +$152K +25,027 +5%
IFG
13
Independent Financial Group
California
$3.34M +$93.6K +15,415 +3%
LOPW
14
Live Oak Private Wealth
North Carolina
$3.17M
SC
15
Scotia Capital
Ontario, Canada
$2.82M -$36.6K -6,032 -1%
KAS
16
Kestra Advisory Services
Texas
$2.81M +$1.19M +196,659 +76%
GC
17
Guggenheim Capital
Illinois
$2.59M -$317K -52,217 -11%
AWM
18
Accel Wealth Management
Iowa
$2.17M -$72K -11,864 -3%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$2.17M -$764K -125,827 -26%
UBS Group
20
UBS Group
Switzerland
$2.06M -$187K -30,791 -8%
Creative Planning
21
Creative Planning
Kansas
$2.02M -$829K -136,620 -29%
Cerity Partners
22
Cerity Partners
New York
$1.94M +$68.6K +11,302 +4%
SPIA
23
Steward Partners Investment Advisory
New York
$1.92M -$7.08K -1,167 -0.4%
GSWM
24
Golden State Wealth Management
California
$1.73M -$38.3K -6,316 -2%
MGWM
25
Marks Group Wealth Management
Minnesota
$1.51M