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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
OHWP
101
Oak Harbor Wealth Partners
North Carolina
$279K – – –
GI
102
GAMCO Investors
Connecticut
$271K – – –
AWM
103
Activest Wealth Management
Florida
$265K – – –
SAG
104
SageView Advisory Group
California
$260K +$256K +9,591 New
PWAC
105
Private Wealth Advisors (California)
California
$259K +$3.44K +129 +1%
QCIG
106
Quad-Cities Investment Group
Iowa
$258K +$3.36K +126 +1%
MAG
107
MRA Advisory Group
New Jersey
$257K +$3.97K +149 +2%
WW
108
Waterfront Wealth
Kansas
$253K – – –
CWM
109
Centurion Wealth Management
Virginia
$247K – – –
CB
110
Commerce Bank
Missouri
$247K – – –
SCA
111
SMH Capital Advisors
Texas
$246K +$453 +17 +0.2%
AAP
112
Arax Advisory Partners
Colorado
$245K +$134K +5,012 +125%
HWM
113
Horizon Wealth Management
Illinois
$242K +$2.16K +81 +0.9%
MML Investors Services
114
MML Investors Services
Massachusetts
$233K -$191K -7,177 -45%
AWM
115
Axxcess Wealth Management
California
$230K +$1.09K +41 +0.5%
FHA
116
Flagship Harbor Advisors
Massachusetts
$229K -$134K -5,040 -37%
MWM
117
MGB Wealth Management
Texas
$227K -$5.33K -200 -2%
CC
118
Constitution Capital
Connecticut
$225K – – –
GIA
119
Gladstone Institutional Advisory
Florida
$217K +$800 +30 +0.4%
KWM
120
Kingsview Wealth Management
Oregon
$213K -$2.67K -100 -1%
MPCG
121
Matrix Private Capital Group
New York
$212K – – –
NAS
122
NWF Advisory Services
California
$203K +$200K +7,500 New
TWM
123
Thrive Wealth Management
Pennsylvania
$203K +$200K +7,500 New
AA
124
Ancora Advisors
Ohio
$172K – – –
OC
125
Oakworth Capital
Alabama
$165K – – –
3 4
5
6 7

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.