Gabelli Equity Tr Inc (GAB) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Gabelli Equity Tr Inc (GAB) following the 2026 Q2 hedge fund 13F filings?

As of today, GAB has moved -1.9% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLF sector ETF — an outperformance of -1.9%. Since the quarter end (June 30, 2026), GAB gained +0.5% vs +8.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Gabelli Equity Tr Inc (GAB)

225 + Investors. Track Smart Money conviction in GAB. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — GAB

Based on 225 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added GAB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

225 hedge funds hold GAB right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +18% more funds vs a year ago

fund count last 6Q

+35 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 66% buying

133 buying67 selling

Last quarter: 133 funds were net buyers (47 opened a brand new position + 86 added to an existing one). Only 67 were sellers (41 trimmed + 26 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter

Funds opening a new GAB position: 15 → 26 → 37 → 47. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 17% medium ■ 25% new

130 out of 225 hedge funds have held GAB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

🚀

Acceleration phase — new buyers rushing in

21 → 15 → 26 → 37 → 47 new funds/Q

New funds entering each quarter: 15 → 26 → 37 → 47. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🏛️

Veteran-anchored — 61% veterans vs 28% newcomers

■ 61% veterans ■ 11% 1-2yr ■ 28% new

Entry-cohort mix of 225 holders: 138 (61%) are 2+ year veterans, 25 entered 1–2 years ago, and 62 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 23% AUM from major funds

23% from top-100 AUM funds

18 of 225 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.9

out of 10

Low Exit Risk

Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	225	204	10.29%
13F Shares	49M	27M	79.27%
Total Value	$258M	$141M	83.42%
New Positions	47	37	+10
Increased Positions	86	66	+20
Closed Positions	26	23	+3
Reduced Positions	41	38	+3
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

225

204

10.29%

13F Shares

49M

27M

79.27%

Total Value

$258M

$141M

83.42%

New Positions

+10

Increased Positions

+20

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

225 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in GAB. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 GAB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Shaker Financial Services, LLC	3.68%	2,073,169	$11.7M
2	Ursa Fund Management, LLC	2.46%	5,555,196	$31.4M
3	Rivernorth Capital Management, LLC	1.78%	6,609,367	$37.4M
4	Absolute Investment Advisers, LLC	0.82%	1,508,078	$8.5M
5	PMG Family Office LLC	0.79%	152,047	$861K
6	Advisory Advocates, LLC	0.50%	102,128	$578K
7	Live Oak Private Wealth LLC	0.45%	635,255	$3.6M
8	Valley Brook Capital Group, Inc.	0.43%	133,336	$755K
9	Accel Wealth Management	0.41%	323,540	$1.8M
10	Zinnia Wealth Advisory, LLC	0.37%	64,901	$367K
11	Karpus Management, Inc.	0.32%	1,973,929	$11.2M
12	Quarry LP	0.29%	624,167	$3.5M
13	Yakira Capital Management, Inc.	0.29%	179,964	$1.0M
14	Leigh Baldwin & CO., LLC	0.26%	86,084	$487K
15	Almitas Capital LLC	0.23%	169,700	$961K
16	1607 Capital Partners, LLC	0.20%	400,000	$2.3M
17	Darden Wealth Group Inc	0.17%	73,900	$418K
18	Kingstone Capital Partners Texas, LLC	0.16%	53,922	$305K
19	Coquina Private Wealth LLC	0.15%	38,876	$220K
20	Golden State Wealth Management, LLC	0.14%	267,909	$1.5M
21	Flynn Zito Capital Management, LLC	0.14%	89,759	$508K
22	Marks Group Wealth Management, Inc	0.11%	227,710	$1.3M
23	TrueMark Investments, LLC	0.10%	145,438	$823K
24	J.W. Cole Advisors, INC.	0.10%	998,455	$5.7M
25	Symphony Financial Services, Inc.	0.08%	32,152	$182K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Gabelli Equity Tr Inc (GAB)

What does the Smart Money Trend signal show for GAB?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added GAB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for GAB?

More buyers than sellers — 66% buying: Last quarter: 133 funds were net buyers (47 opened a brand new position + 86 added to an existing one). Only 67 were sellers (41 trimmed + 26 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for GAB holders?

Strong quality — 23% AUM from major funds: 18 of 225 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held GAB?

58% of holders stayed for 2+ years: 130 out of 225 hedge funds have held GAB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Gabelli Equity Tr Inc (GAB) following the 2026 Q2 hedge fund 13F filings?

As of today, GAB has moved -1.9% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLF sector ETF — an outperformance of -1.9%. Since the quarter end (June 30, 2026), GAB has gained +0.5% vs +8.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Gabelli Equity Tr Inc (GAB)

Smart Money Signals — GAB

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Steady growth — +18% more funds vs a year ago

More buyers than sellers — 66% buying

More new buyers each quarter (+10 vs last Q)

58% of holders stayed for 2+ years

Acceleration phase — new buyers rushing in

Veteran-anchored — 61% veterans vs 28% newcomers

Strong quality — 23% AUM from major funds

Institutional Sentiment Summary — GAB

Hedge Fund Ownership: GAB

Market Analysis: GAB

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: GAB

Is It Too Late to Buy Gabelli Equity Tr Inc (GAB) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: GAB

Statistics: GAB

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Gabelli Equity Tr Inc (GAB)

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