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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
CWM
176
Cedar Wealth Management
California
$9.1K +$53 +2 +0.6%
GEA
177
Glen Eagle Advisors
New Jersey
$8.14K – – –
TFGT
178
TS Financial Group (TSFG)
Illinois
$5K – – –
MPWT
179
MassMutual Private Wealth & Trust
Connecticut
$3.17K -$427 -16 -12%
MCM
180
MAI Capital Management
Ohio
$2.43K +$27 +1 +1%
BC
181
Barrett & Company
Rhode Island
$1.76K +$27 +1 +2%
Jones Financial Companies
182
Jones Financial Companies
Missouri
$1.03K +$1.01K +38 New
HFS
183
Hantz Financial Services
Michigan
$1K +$533 +20 New
GSWM
184
Golden State Wealth Management
California
$81 – – –
HNB
185
Huntington National Bank
Ohio
$27 – – –
PAS
186
Park Avenue Securities
New York
– -$2.17M -83,531 Closed
ICMP
187
Integrated Capital Management (Pennsylvania)
Pennsylvania
– -$406K -15,628 Closed
BCM
188
Brookstone Capital Management
Illinois
– -$335K -12,889 Closed
CPRC
189
Consolidated Portfolio Review Corp
New York
– -$318K -12,225 Closed
BRWA
190
B. Riley Wealth Advisors
Florida
– -$256K -9,836 Closed
LNWWM
191
Laird Norton Wetherby Wealth Management
California
– -$201K -7,736 Closed
AWM
192
Avondale Wealth Management
Texas
– -$33.8K -1,300 Closed
EWM
193
Evolution Wealth Management
Florida
– -$16.2K -623 Closed
RAM
194
Riggs Asset Management
Pennsylvania
– -$8.45K -325 Closed
AAS
195
Ameritas Advisory Services
Nebraska
– -$5.2K -200 Closed
CIA
196
Cape Investment Advisory
Georgia
– -$3.9K -150 Closed
KIG
197
Kessler Investment Group
Indiana
– -$130 -5 Closed
4 5 6 7
8

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.