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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
KIG
51
Kennedy Investment Group
New Jersey
$1.04M +$1.33K +54 +0.1%
1WA
52
180 Wealth Advisors
Washington
$1.04M +$3.68K +150 +0.3%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$998K +$48.1K +1,960 +5%
SC
54
Stolper & Co
Oklahoma
$986K +$8.01K +326 +0.8%
Osaic Holdings
55
Osaic Holdings
Arizona
$902K +$4.25K +173 +0.5%
NA
56
NewEdge Advisors
Louisiana
$889K +$393 +16 +0%
NSIM
57
North Star Investment Management
Illinois
$889K +$4.39K +179 +0.5%
DADC
58
D.A. Davidson & Co
Montana
$871K +$41.1K +1,672 +5%
DWM
59
Dakota Wealth Management
Florida
$850K -$3.68K -150 -0.4%
SI
60
Stephens Inc
Arkansas
$837K -$74.5K -3,035 -8%
WA
61
Waverly Advisors
Alabama
$829K +$148K +6,029 +21%
Focus Partners Wealth
62
Focus Partners Wealth
Massachusetts
$816K +$221K +9,010 +36%
ATS
63
Ashton Thomas Securities
New York
$761K
P
64
&Partners
Tennessee
$704K +$199K +8,120 +39%
TCA
65
Transcend Capital Advisors
New Jersey
$692K -$9.82K -400 -1%
CPRC
66
Consolidated Portfolio Review Corp
New York
$678K -$1.47K -60 -0.2%
MWM
67
Maltin Wealth Management
New Jersey
$636K -$617K -25,116 -49%
GJWM
68
Gilliland Jeter Wealth Management
Arkansas
$605K +$7.34K +299 +1%
HWAM
69
Hennion & Walsh Asset Management
New Jersey
$560K +$287K +11,685 +101%
CCB
70
Cutter & Co Brokerage
Missouri
$529K +$5.97K +243 +1%
PFS
71
Prospera Financial Services
Texas
$514K -$146K -5,961 -22%
SPC
72
Sigma Planning Corp
Michigan
$487K -$9.65K -393 -2%
IFWM
73
Institute for Wealth Management
Colorado
$476K -$982 -40 -0.2%
Creative Planning
74
Creative Planning
Kansas
$471K +$479K +19,511 New
GCM
75
Gables Capital Management
Florida
$463K +$83.5K +3,400 +22%