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Gabelli Dividend & Income Trust
GDV

184 hedge funds and large institutions have $774M invested in Gabelli Dividend & Income Trust in 2025 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 53 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 12

6% more funds holding

Funds holding: 173 → 184 (+11)

1% more capital invested

Capital invested by funds: $765M → $774M (+$8.73M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 53

1% less ownership

Funds ownership: 33.05% → 32.05% (-1%)

Holders
184
Holders Change
+11
Holders Change %
+6.36%
% of All Funds
2.41%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
25
Increased
53
Reduced
53
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TJHA
Thomas J. Herzfeld Advisors
Florida
+$2.53M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
+$1.39M
3
Wells Fargo
Wells Fargo
California
+$1.33M
4
Cohen & Steers
Cohen & Steers
New York
+$1.09M
5
SFS
Shaker Financial Services
Virginia
+$922K

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$17.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.45M
3
Bank of America
Bank of America
North Carolina
-$2.26M
4
PAS
Park Avenue Securities
New York
-$2.17M
5
QC
Quantedge Capital
Singapore
-$2.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$3.24M +$328K +12,299 +11%
PWP
27
Private Wealth Partners
California
$3M -$80K -3,000 -3%
MCA
28
MSH Capital Advisors
Arizona
$2.69M +$265K +9,933 +11%
TJHA
29
Thomas J. Herzfeld Advisors
Florida
$2.58M +$2.53M +94,907 +40,733%
1CP
30
1607 Capital Partners
Virginia
$2.5M -$674K -25,280 -22%
LOPW
31
Live Oak Private Wealth
North Carolina
$2.47M – – –
SWM
32
Silverlake Wealth Management
Vermont
$2.19M -$2.53K -95 -0.1%
PFS
33
Prospera Financial Services
Texas
$2.04M +$233K +8,752 +13%
IWC
34
Integrated Wealth Concepts
Massachusetts
$2M -$117K -4,384 -6%
HWAM
35
Hennion & Walsh Asset Management
New Jersey
$2M +$502K +18,816 +34%
SF
36
Summit Financial
New Jersey
$1.68M +$40.7K +1,526 +3%
Comerica Bank
37
Comerica Bank
Texas
$1.64M -$960 -36 -0.1%
HighTower Advisors
38
HighTower Advisors
Illinois
$1.57M -$98.6K -3,698 -6%
P
39
&Partners
Tennessee
$1.57M +$150K +5,633 +11%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$1.47M +$427K +16,003 +42%
GC
41
Guggenheim Capital
Illinois
$1.46M -$58.8K -2,204 -4%
SA
42
Sanctuary Advisors
Indiana
$1.42M -$15K -562 -1%
KAS
43
Kestra Advisory Services
Texas
$1.42M +$129K +4,828 +10%
QC
44
Quantedge Capital
Singapore
$1.41M -$2.01M -75,300 -59%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$1.39M +$192K +7,190 +16%
Osaic Holdings
46
Osaic Holdings
Arizona
$1.28M +$106K +3,960 +9%
KIG
47
Kennedy Investment Group
New Jersey
$1.17M -$2.61K -98 -0.2%
1WA
48
180 Wealth Advisors
Washington
$1.16M +$10.8K +405 +1%
SC
49
Stolper & Co
Oklahoma
$1.12M -$3.28K -123 -0.3%
DWM
50
Dakota Wealth Management
Florida
$1.02M -$2.53K -95 -0.3%
1
2
3 4 5

GDV Hedge Fund Activity: Q3 2025 in Review

184 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Gabelli Dividend & Income Trust (GDV) for Q3 2025, worth a combined $774M — up 1.1% from $765M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new GDV positions and 12 closed out — a net gain of 13 holders — while 53 added to existing stakes and 53 trimmed.

The largest buyer was Thomas J. Herzfeld Advisors, adding an estimated $2.53M. The largest seller was Saba Capital Management, cutting an estimated $17.4M.

  • 184 institutional investors held Gabelli Dividend & Income Trust (GDV) as of Q3 2025, up from 173 in Q2 2025.
  • Funds reported $774M of Gabelli Dividend & Income Trust stock for Q3 2025, up 1.1% quarter-over-quarter.
  • 25 funds opened new Gabelli Dividend & Income Trust positions in Q3 2025 and 12 closed out, a net change of +13 holders.
  • The largest Gabelli Dividend & Income Trust buyer in Q3 2025 was Thomas J. Herzfeld Advisors, an estimated $2.53M added.
  • The largest Gabelli Dividend & Income Trust seller in Q3 2025 was Saba Capital Management, an estimated $17.4M sold.

Based on aggregated 13F filings for Q3 2025.