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Gabelli Dividend & Income Trust

172 hedge funds and large institutions have $764M invested in Gabelli Dividend & Income Trust in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 55 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+3
Holders Change %
+1.78%
% of All Funds
2.31%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
58
Reduced
55
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BRWA
101
B. Riley Wealth Advisors
Florida
$256K +$256K +9,836 New
AWM
102
Activest Wealth Management
Florida
$254K -$127K -4,878 -33%
WW
103
Waterfront Wealth
Kansas
$245K
PWAC
104
Private Wealth Advisors (California)
California
$245K +$3.64K +140 +2%
QCIG
105
Quad-Cities Investment Group
Iowa
$244K +$3.56K +137 +1%
MAG
106
MRA Advisory Group
New Jersey
$242K +$2.19K +84 +0.9%
CWM
107
Centurion Wealth Management
Virginia
$237K
CB
108
Commerce Bank
Missouri
$237K
SCA
109
SMH Capital Advisors
Texas
$235K -$7.75K -298 -3%
HWM
110
Horizon Wealth Management
Illinois
$230K +$2.32K +89 +1%
MWM
111
MGB Wealth Management
Texas
$222K -$222K -8,550 -50%
AWM
112
Axxcess Wealth Management
California
$219K +$1.4K +54 +0.6%
CC
113
Constitution Capital
Connecticut
$216K
GIA
114
Gladstone Institutional Advisory
Florida
$207K +$207K +7,964 New
KWM
115
Kingsview Wealth Management
Oregon
$207K +$207K +7,943 New
MPCG
116
Matrix Private Capital Group
New York
$204K +$204K +7,828 New
LNWWM
117
Laird Norton Wetherby Wealth Management
California
$201K +$201K +7,736 New
WSFS
118
Wilmington Savings Fund Society
Delaware
$192K
AA
119
Ancora Advisors
Ohio
$165K -$13K -500 -7%
OC
120
Oakworth Capital
Alabama
$158K
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$153K +$16.2K +624 +12%
GWM
122
Geneos Wealth Management
Colorado
$150K +$90K +3,462 +151%
BWL
123
Bogart Wealth LLC
Virginia
$109K
NS
124
NBC Securities
Alabama
$107K
AAP
125
Arax Advisory Partners
Colorado
$104K