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Gabelli Dividend & Income Trust

186 hedge funds and large institutions have $786M invested in Gabelli Dividend & Income Trust in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 59 increasing their positions, 52 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 52

1% more funds holding

Funds holding: 184186 (+2)

9% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 22

2% more capital invested

Capital invested by funds: $774M → $786M (+$12.1M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.25% less ownership

Funds ownership: 32.05%31.8% (-0.25%)

Holders
186
Holders Change
+2
Holders Change %
+1.09%
% of All Funds
2.26%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
59
Reduced
52
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$3.55M +$152K +5,600 +5%
First Trust Advisors
27
First Trust Advisors
Illinois
$3.44M +$123K +4,533 +4%
EPW
28
Evolve Private Wealth
California
$2.98M +$2.91M +107,225 New
HWAM
29
Hennion & Walsh Asset Management
New Jersey
$2.83M +$767K +28,278 +38%
MCA
30
MSH Capital Advisors
Arizona
$2.76M +$7.13K +263 +0.3%
PWP
31
Private Wealth Partners
California
$2.61M -$442K -16,300 -15%
LOPW
32
Live Oak Private Wealth
North Carolina
$2.53M
1CP
33
1607 Capital Partners
Virginia
$2.35M -$203K -7,489 -8%
SWM
34
Silverlake Wealth Management
Vermont
$2.34M +$88.1K +3,249 +4%
SFS
35
Shaker Financial Services
Virginia
$2.05M +$1.06M +39,211 +113%
PFS
36
Prospera Financial Services
Texas
$1.98M -$103K -3,809 -5%
IWC
37
Integrated Wealth Concepts
Massachusetts
$1.91M -$135K -4,982 -7%
TJHA
38
Thomas J. Herzfeld Advisors
Florida
$1.89M -$733K -27,049 -28%
KAS
39
Kestra Advisory Services
Texas
$1.86M +$392K +14,447 +28%
Comerica Bank
40
Comerica Bank
Texas
$1.79M +$109K +4,007 +7%
SF
41
Summit Financial
New Jersey
$1.72M -$4.04K -149 -0.2%
HighTower Advisors
42
HighTower Advisors
Illinois
$1.63M +$17.2K +633 +1%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$1.63M +$117K +4,325 +8%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$1.52M +$92.4K +3,409 +7%
Osaic Holdings
45
Osaic Holdings
Arizona
$1.48M +$162K +5,962 +13%
Focus Partners Wealth
46
Focus Partners Wealth
Massachusetts
$1.48M +$510K +18,825 +54%
GC
47
Guggenheim Capital
Illinois
$1.44M -$50.7K -1,872 -3%
SA
48
Sanctuary Advisors
Indiana
$1.36M -$91.4K -3,370 -6%
1WA
49
180 Wealth Advisors
Washington
$1.16M -$28.1K -1,036 -2%
SC
50
Stolper & Co
Oklahoma
$1.16M +$7.02K +259 +0.6%