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Gabelli Dividend & Income Trust

182 hedge funds and large institutions have $739M invested in Gabelli Dividend & Income Trust in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 60 increasing their positions, 53 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 53

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.01% less ownership

Funds ownership: 31.8%30.79% (-1%)

2% less funds holding

Funds holding: 186182 (-4)

6% less capital invested

Capital invested by funds: $786M → $739M (-$47.3M)

Holders
182
Holders Change
-4
Holders Change %
-2.15%
% of All Funds
2.24%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
60
Reduced
53
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
176
Mark Sheptoff Financial Planning
Connecticut
$5.81K
1IA
177
1620 Investment Advisors
Massachusetts
$5.39K -$5.08K -180 -47%
RFP
178
Root Financial Partners
California
$5.04K +$5.27K +187 New
TFGT
179
TS Financial Group (TSFG)
Illinois
$5K
HWP
180
Highline Wealth Partners
California
$2.69K +$2.82K +100 New
BlackRock
181
BlackRock
New York
$2.26K +$2.37K +84 New
BC
182
Barrett & Company
Rhode Island
$1.81K +$28 +1 +2%
HNB
183
Huntington National Bank
Ohio
$27
Verition Fund Management
184
Verition Fund Management
Connecticut
-$3.71M -133,426 Closed
Janney Montgomery Scott
185
Janney Montgomery Scott
Pennsylvania
-$1.52M -54,725 Closed
CHA
186
Cooper/Haims Advisors
New York
-$411K -14,784 Closed
Ameriprise
187
Ameriprise
Minnesota
-$236K -8,511 Closed
AWM
188
Axxcess Wealth Management
California
-$226K -8,124 Closed
BCM
189
Brookstone Capital Management
Illinois
-$214K -7,708 Closed
NAS
190
NWF Advisory Services
California
-$208K -7,500 Closed
BRWA
191
B. Riley Wealth Advisors
Florida
-$204K -7,364 Closed
CAPTRUST Financial Advisors
192
CAPTRUST Financial Advisors
North Carolina
-$202K -7,262 Closed
HA
193
Huntleigh Advisors
Missouri
-$200K -7,207 Closed
FHA
194
Flagship Harbor Advisors
Massachusetts
-$162K -5,846 Closed
WSFS
195
Wilmington Savings Fund Society
Delaware
-$50K -1,800 Closed
Northwestern Mutual Wealth Management
196
Northwestern Mutual Wealth Management
Wisconsin
-$34.5K -1,244 Closed
LFG
197
Larson Financial Group
Missouri
-$13.6K -490 Closed
CWM
198
Cedar Wealth Management
California
-$9.32K -336 Closed
CIA
199
Cape Investment Advisory
Georgia
-$4.17K -150 Closed