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Gabelli Dividend & Income Trust
GDV

173 hedge funds and large institutions have $765M invested in Gabelli Dividend & Income Trust in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 57 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

9% more capital invested

Capital invested by funds: $705M → $765M (+$60.4M)

2% more funds holding

Funds holding: 170 → 173 (+3)

0.23% more ownership

Funds ownership: 32.82% → 33.05% (+0.23%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 57

Holders
173
Holders Change
+3
Holders Change %
+1.76%
% 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
18
Increased
57
Reduced
57
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$10.1M
2
Morgan Stanley
Morgan Stanley
New York
+$6.76M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
+$4.2M
4
Verition Fund Management
Verition Fund Management
Connecticut
+$3.22M
5
LPL Financial
LPL Financial
California
+$1.31M

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$6.71M
2
JRCM
Jones Road Capital Management
New York
-$5.69M
3
Wells Fargo
Wells Fargo
California
-$3.56M
4
SFS
Shaker Financial Services
Virginia
-$3.02M
5
LSC
Logan Stone Capital
Illinois
-$2.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
101
GAMCO Investors
Connecticut
$260K -$159K -6,586 -40%
BRWA
102
B. Riley Wealth Advisors
Florida
$256K +$237K +9,836 New
AWM
103
Activest Wealth Management
Florida
$254K -$118K -4,878 -33%
WW
104
Waterfront Wealth
Kansas
$245K – – –
PWAC
105
Private Wealth Advisors (California)
California
$245K +$3.37K +140 +2%
QCIG
106
Quad-Cities Investment Group
Iowa
$244K +$3.3K +137 +1%
MAG
107
MRA Advisory Group
New Jersey
$242K +$2.02K +84 +0.9%
CWM
108
Centurion Wealth Management
Virginia
$237K – – –
CB
109
Commerce Bank
Missouri
$237K – – –
SCA
110
SMH Capital Advisors
Texas
$235K -$7.18K -298 -3%
HWM
111
Horizon Wealth Management
Illinois
$230K +$2.15K +89 +1%
MWM
112
MGB Wealth Management
Texas
$222K -$206K -8,550 -50%
AWM
113
Axxcess Wealth Management
California
$219K +$1.3K +54 +0.6%
CC
114
Constitution Capital
Connecticut
$216K – – –
GIA
115
Gladstone Institutional Advisory
Florida
$207K +$192K +7,964 New
KWM
116
Kingsview Wealth Management
Oregon
$207K +$191K +7,943 New
MPCG
117
Matrix Private Capital Group
New York
$204K +$189K +7,828 New
LNWWM
118
Laird Norton Wetherby Wealth Management
California
$201K +$186K +7,736 New
WSFS
119
Wilmington Savings Fund Society
Delaware
$192K – – –
AA
120
Ancora Advisors
Ohio
$165K -$12K -500 -7%
OC
121
Oakworth Capital
Alabama
$158K – – –
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$153K +$15K +624 +12%
GWM
123
Geneos Wealth Management
Colorado
$150K +$83.4K +3,462 +151%
BWL
124
Bogart Wealth LLC
Virginia
$109K – – –
NS
125
NBC Securities
Alabama
$107K – – –
3 4
5
6 7

GDV Hedge Fund Activity: Q2 2025 in Review

173 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Gabelli Dividend & Income Trust (GDV) for Q2 2025, worth a combined $765M — up 8.6% from $705M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new GDV positions and 15 closed out — a net gain of 3 holders — while 57 added to existing stakes and 57 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $10.1M. The largest seller was Sit Investment Associates, cutting an estimated $6.71M.

  • 173 institutional investors held Gabelli Dividend & Income Trust (GDV) as of Q2 2025, up from 170 in Q1 2025.
  • Funds reported $765M of Gabelli Dividend & Income Trust stock for Q2 2025, up 8.6% quarter-over-quarter.
  • 18 funds opened new Gabelli Dividend & Income Trust positions in Q2 2025 and 15 closed out, a net change of +3 holders.
  • The largest Gabelli Dividend & Income Trust buyer in Q2 2025 was Saba Capital Management, an estimated $10.1M added.
  • The largest Gabelli Dividend & Income Trust seller in Q2 2025 was Sit Investment Associates, an estimated $6.71M sold.

Based on aggregated 13F filings for Q2 2025.