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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
GCM
76
Gables Capital Management
Florida
$453K -$16K -600 -3%
CFB
77
Cullen/Frost Bankers
Texas
$452K – – –
DC
78
Davenport & Co
Virginia
$446K – – –
LFAS
79
Level Four Advisory Services
Texas
$417K +$853 +32 +0.2%
Truist Financial
80
Truist Financial
North Carolina
$412K -$2.35K -88 -0.6%
AFG
81
Atomi Financial Group
New York
$408K +$401K +15,041 New
COLIM
82
City of London Investment Management
United Kingdom
$390K -$581K -21,800 -60%
PIWA
83
Prevail Innovative Wealth Advisors
Kansas
$382K -$1.51M -56,652 -80%
WS
84
Wedbush Securities
California
$381K +$78.1K +2,928 +26%
IAIM
85
International Assets Investment Management
Florida
$378K – – –
MCM
86
Morton Capital Management
California
$374K -$9.12K -342 -2%
NFG
87
Nations Financial Group
Iowa
$366K +$960 +36 +0.3%
SMC
88
Smith, Moore & Co
Missouri
$365K +$133 +5 +0%
Mariner
89
Mariner
Kansas
$365K +$5.95K +223 +2%
SIG
90
Sargent Investment Group
Maryland
$326K – – –
DACS
91
Dymon Asia Capital (Singapore)
Singapore
$324K – – –
EA
92
Echo45 Advisors
California
$323K +$317K +11,900 New
Baird Financial Group
93
Baird Financial Group
Wisconsin
$320K +$3.28K +123 +1%
AQR Capital Management
94
AQR Capital Management
Connecticut
$318K – – –
VIPI
95
Vista Investment Partners II
Indiana
$315K -$1.63K -61 -0.5%
MWM
96
Mission Wealth Management
California
$312K – – –
KPWS
97
Kestra Private Wealth Services
Texas
$308K -$23.6K -886 -7%
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$300K +$295K +11,066 New
CAM
99
Cresset Asset Management
Illinois
$292K +$667 +25 +0.2%
AHL
100
Abel Hall LLC
Louisiana
$286K – – –
2 3
4
5 6

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.