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Gabelli Dividend & Income Trust

170 hedge funds and large institutions have $705M invested in Gabelli Dividend & Income Trust in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 71 increasing their positions, 42 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 42

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

1% more capital invested

Capital invested by funds: $696M → $705M (+$9.38M)

0.81% more ownership

Funds ownership: 32%32.82% (+0.81%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less funds holding

Funds holding: 171170 (-1)

Holders
170
Holders Change
-1
Holders Change %
-0.58%
% of All Funds
2.28%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
71
Reduced
42
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
26
1607 Capital Partners
Virginia
$3.06M -$5.62M -228,978 -64%
PWP
27
Private Wealth Partners
California
$3.04M
SFS
28
Shaker Financial Services
Virginia
$3.02M +$571K +23,234 +23%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$2.75M +$431K +17,543 +18%
BBPWM
30
Blue Bell Private Wealth Management
Pennsylvania
$2.72M +$248K +10,085 +10%
First Trust Advisors
31
First Trust Advisors
Illinois
$2.53M -$23.4K -953 -0.9%
LSC
32
Logan Stone Capital
Illinois
$2.27M -$153K -6,248 -6%
LOPW
33
Live Oak Private Wealth
North Carolina
$2.2M
PAS
34
Park Avenue Securities
New York
$2.11M -$46.7K -1,900 -2%
MCA
35
MSH Capital Advisors
Arizona
$2M +$152K +6,174 +8%
IWC
36
Integrated Wealth Concepts
Massachusetts
$1.93M -$10.5K -427 -0.5%
SWM
37
Silverlake Wealth Management
Vermont
$1.89M -$52.7K -2,145 -3%
HighTower Advisors
38
HighTower Advisors
Illinois
$1.83M -$75.4K -3,069 -4%
Comerica Bank
39
Comerica Bank
Texas
$1.56M +$23.5K +957 +2%
AA
40
AQR Arbitrage
Connecticut
$1.46M -$3.33M -135,558 -69%
SA
41
Sanctuary Advisors
Indiana
$1.43M -$2.39M -97,465 -62%
PIWA
42
Prevail Innovative Wealth Advisors
Kansas
$1.37M +$245K +9,990 +21%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$1.34M +$66K +2,687 +5%
GC
44
Guggenheim Capital
Illinois
$1.34M -$35.7K -1,454 -3%
KAS
45
Kestra Advisory Services
Texas
$1.17M -$205K -8,357 -15%
CL
46
CSS LLC
Illinois
$1.16M +$44.2K +1,800 +4%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$1.16M +$1.18M +47,957 New
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$1.14M -$144K -5,877 -11%
COLIM
49
City of London Investment Management
United Kingdom
$1.1M -$216K -8,800 -16%
SF
50
Summit Financial
New Jersey
$1.05M +$85.8K +3,495 +9%