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Gabelli Dividend & Income Trust

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: 170173 (+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: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
CA
151
Clearstead Advisors
Ohio
$20.8K
KFI
152
Key Financial Inc
Pennsylvania
$20.1K
CAL
153
Capital Advisors Ltd
Ohio
$18K +$193 +8 +1%
MA
154
MCF Advisors
Kentucky
$16.8K
EWM
155
Evolution Wealth Management
Florida
$16.2K +$15K +623 New
SL
156
Salomon & Ludwin
Virginia
$14.5K
AssetMark Inc
157
AssetMark Inc
California
$14.4K -$15.5K -645 -54%
TCOV
158
Trust Company of Vermont
Vermont
$13K
GRP
159
Global Retirement Partners
California
$11.9K +$11.1K +459 New
CBT
160
Crews Bank & Trust
Florida
$10.9K
SWM
161
Spire Wealth Management
Virginia
$10.6K
CWM
162
Cedar Wealth Management
California
$8.68K +$8.05K +334 New
RAM
163
Riggs Asset Management
Pennsylvania
$8.45K -$4.22K -175 -35%
GEA
164
Glen Eagle Advisors
New Jersey
$7.8K
TJHA
165
Thomas J. Herzfeld Advisors
Florida
$6.06K +$96 +4 +2%
AAS
166
Ameritas Advisory Services
Nebraska
$5.2K +$4.82K +200 New
TFGT
167
TS Financial Group (TSFG)
Illinois
$5K
CIA
168
Cape Investment Advisory
Georgia
$3.9K
MPWT
169
MassMutual Private Wealth & Trust
Connecticut
$3.46K -$5.59K -232 -64%
MCM
170
MAI Capital Management
Ohio
$2.31K +$48 +2 +2%
BC
171
Barrett & Company
Rhode Island
$1.66K +$24 +1 +2%
KIG
172
Kessler Investment Group
Indiana
$130
GSWM
173
Golden State Wealth Management
California
$78 +$72 +3 New
HNB
174
Huntington National Bank
Ohio
$26
JRCM
175
Jones Road Capital Management
New York
-$5.69M -236,000 Closed

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.