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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
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$144K
AUB
127
Atlantic Union Bankshares
Virginia
$130K
BWL
128
Bogart Wealth LLC
Virginia
$114K
NS
129
NBC Securities
Alabama
$112K
GWM
130
Geneos Wealth Management
Colorado
$106K
Northwestern Mutual Wealth Management
131
Northwestern Mutual Wealth Management
Wisconsin
$102K
ASN
132
Advisory Services Network
Georgia
$96.6K
IA
133
IFP Advisors
Florida
$94.1K
GWSG
134
GPS Wealth Strategies Group
Colorado
$87K
SIS
135
Sound Income Strategies
Florida
$74.9K
SWA
136
SOA Wealth Advisors
New York
$72.5K
PFA
137
Pathway Financial Advisers
Indiana
$70.7K
SIC
138
Salem Investment Counselors
North Carolina
$53.7K
PA
139
Parallel Advisors
California
$50.8K
WSFS
140
Wilmington Savings Fund Society
Delaware
$48.8K
FFA
141
Farther Finance Advisors
California
$47.2K
PWA
142
Provenance Wealth Advisors
Florida
$45.7K
US Bancorp
143
US Bancorp
Minnesota
$43.5K
PB
144
Pinnacle Bancorp
Nebraska
$38.9K
EB
145
Eastern Bank
Massachusetts
$38.9K
CIBC Private Wealth Group
146
CIBC Private Wealth Group
Georgia
$37.5K
GI
147
GS Investments
Minnesota
$36.1K
HI
148
Harbour Investments
Wisconsin
$34.4K
ME
149
McIlrath & Eck
Washington
$32.1K
WA
150
WPG Advisers
Maryland
$30.2K