We are live on ! Find out more
GDV icon

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
AAP
126
Arax Advisory Partners
Colorado
$104K – – –
SIS
127
Sound Income Strategies
Florida
$99.6K +$434 +18 +0.5%
GWSG
128
GPS Wealth Strategies Group
Colorado
$83.5K – – –
NFSG
129
Newbridge Financial Services Group
Florida
$59.8K +$55.4K +2,300 New
JP Morgan Chase
130
JP Morgan Chase
New York
$56.5K -$18.6K -773 -26%
SIC
131
Salem Investment Counselors
North Carolina
$51.5K – – –
PA
132
Parallel Advisors
California
$48.7K +$45.2K +1,874 New
FFA
133
Farther Finance Advisors
California
$47.6K +$12.2K +505 +38%
PWA
134
Provenance Wealth Advisors
Florida
$43.8K -$98.3K -4,080 -71%
PB
135
Pinnacle Bancorp
Nebraska
$37.3K +$34.5K +1,433 New
EB
136
Eastern Bank
Massachusetts
$37.2K – – –
GI
137
GS Investments
Minnesota
$34.6K – – –
IA
138
IFP Advisors
Florida
$34K +$2.43K +101 +8%
AWM
139
Avondale Wealth Management
Texas
$33.8K – – –
HI
140
Harbour Investments
Wisconsin
$32.5K +$506 +21 +2%
ME
141
McIlrath & Eck
Washington
$30.8K – – –
WA
142
WPG Advisers
Maryland
$28.9K +$169 +7 +0.6%
VWM
143
Vermillion Wealth Management
Minnesota
$28.8K +$26.7K +1,109 New
CFD
144
Creative Financial Designs
Indiana
$26.3K – – –
Russell Investments Group
145
Russell Investments Group
United Kingdom
$26.2K -$1.52K -63 -6%
CFFP
146
Center for Financial Planning
Michigan
$26K – – –
FDCDDQ
147
Federation des caisses Desjardins du Quebec
Quebec, Canada
$26K – – –
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$26K – – –
VWM
149
Valley Wealth Managers
New Jersey
$26K – – –
DWM
150
Darwin Wealth Management
Florida
$22.1K – – –
4 5
6
7 8

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.