Gabelli Equity Trust
205 hedge funds and large institutions have $154M invested in Gabelli Equity Trust in 2026 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 68 increasing their positions, 38 reducing their positions, and 16 closing their positions.
131% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 16
79% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 38
7% more funds holding
Funds holding: 191 → 205 (+14)
0.39% more ownership
Funds ownership: 8.46% → 8.86% (+0.39%)
4% less capital invested
Capital invested by funds: $160M → $154M (-$6.03M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$2.43M |
| 2 |
UFM
Ursa Fund Management
Danville,
California
|
+$2.21M |
| 3 |
YCM
Yakira Capital Management
Westport,
Connecticut
|
+$2.17M |
| 4 |
BFM
Boothbay Fund Management
New York
|
+$2.11M |
| 5 |
AGM
Alpine Global Management
New York
|
+$2.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$6.6M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.14M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$786K |
| 4 |
Jane Street
New York
|
-$758K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$694K |
GAB Hedge Fund Activity: Q1 2026 in Review
205 institutional investors reported a position in Gabelli Equity Trust (GAB) for Q1 2026, worth a combined $154M — down 3.8% from $160M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new GAB positions and 16 closed out — a net gain of 21 holders — while 68 added to existing stakes and 38 trimmed.
The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $2.43M. The largest seller was J.W. Cole Advisors, exiting entirely with an estimated $6.6M sold.
- 205 institutional investors held Gabelli Equity Trust (GAB) as of Q1 2026, up from 191 in Q4 2025.
- Funds reported $154M of Gabelli Equity Trust stock for Q1 2026, down 3.8% quarter-over-quarter.
- 37 funds opened new Gabelli Equity Trust positions in Q1 2026 and 16 closed out, a net change of +21 holders.
- The largest Gabelli Equity Trust buyer in Q1 2026 was Independent Advisor Alliance, an estimated $2.43M added.
- The largest Gabelli Equity Trust seller in Q1 2026 was J.W. Cole Advisors, an estimated $6.6M sold.
Based on aggregated 13F filings for Q1 2026.