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Gabelli Dividend & Income Trust

173 hedge funds and large institutions have $765M invested in Gabelli Dividend & Income Trust in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 57 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

9% more capital invested

Capital invested by funds: $705M → $765M (+$60.4M)

2% more funds holding

Funds holding: 170173 (+3)

0.23% more ownership

Funds ownership: 32.82%33.05% (+0.23%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 57

Holders
173
Holders Change
+3
Holders Change %
+1.76%
% 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
18
Increased
57
Reduced
57
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
26
Blue Bell Private Wealth Management
Pennsylvania
$3.08M +$138K +5,719 +5%
1CP
27
1607 Capital Partners
Virginia
$3.05M -$224K -9,300 -7%
PWP
28
Private Wealth Partners
California
$2.95M -$301K -12,500 -10%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$2.87M -$85.6K -3,551 -3%
First Trust Advisors
30
First Trust Advisors
Illinois
$2.79M +$51.5K +2,136 +2%
LOPW
31
Live Oak Private Wealth
North Carolina
$2.37M
MCA
32
MSH Capital Advisors
Arizona
$2.32M +$151K +6,251 +8%
PAS
33
Park Avenue Securities
New York
$2.17M -$96.4K -4,000 -5%
SWM
34
Silverlake Wealth Management
Vermont
$2.11M +$60.2K +2,497 +3%
IWC
35
Integrated Wealth Concepts
Massachusetts
$2.03M -$43.8K -1,819 -2%
PIWA
36
Prevail Innovative Wealth Advisors
Kansas
$1.84M +$336K +13,959 +25%
PFS
37
Prospera Financial Services
Texas
$1.73M +$1.09M +45,063 +212%
HighTower Advisors
38
HighTower Advisors
Illinois
$1.61M -$341K -14,149 -19%
Comerica Bank
39
Comerica Bank
Texas
$1.58M -$98.1K -4,072 -6%
SF
40
Summit Financial
New Jersey
$1.57M +$403K +16,720 +38%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$1.48M +$25.2K +1,047 +2%
GC
42
Guggenheim Capital
Illinois
$1.45M +$7.13K +296 +0.5%
HWAM
43
Hennion & Walsh Asset Management
New Jersey
$1.43M +$765K +31,751 +137%
SA
44
Sanctuary Advisors
Indiana
$1.38M -$150K -6,218 -11%
P
45
&Partners
Tennessee
$1.35M +$551K +22,853 +78%
KAS
46
Kestra Advisory Services
Texas
$1.24M -$19.1K -791 -2%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$1.15M -$92.3K -3,831 -8%
Osaic Holdings
48
Osaic Holdings
Arizona
$1.13M +$148K +6,150 +16%
KIG
49
Kennedy Investment Group
New Jersey
$1.12M +$2.7K +112 +0.3%
1WA
50
180 Wealth Advisors
Washington
$1.11M -$12.9K -535 -1%

GDV Hedge Fund Activity: Q2 2025 in Review

173 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Gabelli Dividend & Income Trust (GDV) for Q2 2025, worth a combined $765M — up 8.6% from $705M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new GDV positions and 15 closed out — a net gain of 3 holders — while 57 added to existing stakes and 57 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $10.1M. The largest seller was Sit Investment Associates, cutting an estimated $6.71M.

  • 173 institutional investors held Gabelli Dividend & Income Trust (GDV) as of Q2 2025, up from 170 in Q1 2025.
  • Funds reported $765M of Gabelli Dividend & Income Trust stock for Q2 2025, up 8.6% quarter-over-quarter.
  • 18 funds opened new Gabelli Dividend & Income Trust positions in Q2 2025 and 15 closed out, a net change of +3 holders.
  • The largest Gabelli Dividend & Income Trust buyer in Q2 2025 was Saba Capital Management, an estimated $10.1M added.
  • The largest Gabelli Dividend & Income Trust seller in Q2 2025 was Sit Investment Associates, an estimated $6.71M sold.

Based on aggregated 13F filings for Q2 2025.