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Gabelli Dividend & Income Trust

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, 52 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

1% less ownership

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

4% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 54

Holders
184
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$2.57M
2 +$1.42M
3 +$1.36M
4
Cohen & Steers
Cohen & Steers
New York
+$1.11M
5
SFS
Shaker Financial Services
Virginia
+$938K

Top Sellers

1 -$17.7M
2 -$2.49M
3 -$2.3M
4
PAS
Park Avenue Securities
New York
-$2.17M
5
QC
Quantedge Capital
Singapore
-$2.04M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$981K
NSIM
52
North Star Investment Management
Illinois
$955K
Focus Partners Wealth
53
Focus Partners Wealth
Massachusetts
$954K
DADC
54
D.A. Davidson & Co
Montana
$950K
SFS
55
Shaker Financial Services
Virginia
$938K
SI
56
Stephens Inc
Arkansas
$901K
NA
57
NewEdge Advisors
Louisiana
$852K
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$845K
MYIA
59
Mount Yale Investment Advisors
Colorado
$800K
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$775K
ATS
61
Ashton Thomas Securities
New York
$761K
WA
62
Waverly Advisors
Alabama
$735K
GJWM
63
Gilliland Jeter Wealth Management
Arkansas
$696K
MWM
64
Maltin Wealth Management
New Jersey
$661K
Jane Street
65
Jane Street
New York
$585K
SPC
66
Sigma Planning Corp
Michigan
$547K
CL
67
CSS LLC
Illinois
$545K
RAM
68
Readystate Asset Management
Illinois
$538K
IFWM
69
Institute for Wealth Management
Colorado
$524K
PFO
70
PMG Family Office
Texas
$511K
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$508K
Kovitz Investment Group Partners
72
Kovitz Investment Group Partners
Illinois
$490K
NFSG
73
Newbridge Financial Services Group
Florida
$470K
AF
74
Allworth Financial
California
$464K
CIM
75
Contravisory Investment Management
Massachusetts
$461K