GRX

Gabelli Healthcare & Wellness Trust

58 hedge funds and large institutions have $51.3M invested in Gabelli Healthcare & Wellness Trust in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$187K
WAP
27
Wealthcare Advisory Partners
Pennsylvania
$173K
Raymond James Financial
28
Raymond James Financial
Florida
$159K
Bank of America
29
Bank of America
North Carolina
$130K
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$126K
PAG
31
Private Advisor Group
New Jersey
$116K
NAS
32
NWF Advisory Services
California
$96.4K
Citadel Advisors
33
Citadel Advisors
Florida
$95.5K
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$52K
AF
35
Allworth Financial
California
$46.6K
CFD
36
Creative Financial Designs
Indiana
$34.2K
Comerica Bank
37
Comerica Bank
Texas
$31.2K
SPIA
38
Steward Partners Investment Advisory
New York
$22.2K
HC
39
Hurley Capital
New York
$17.3K
GSWM
40
Golden State Wealth Management
California
$17.1K
AA
41
Ancora Advisors
Ohio
$14.6K
BCMLT
42
Beacon Capital Management LLC (Tennessee)
Tennessee
$9.49K
CB
43
Community Bank
New York
$9.45K
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$8K
MWM
45
MorganRosel Wealth Management
Colorado
$2.58K
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$2.13K
AIM
47
Anchor Investment Management
South Carolina
$1.55K
TWC
48
TD Waterhouse Canada
Ontario, Canada
$1.53K
BWAM
49
Boyd Watterson Asset Management
Ohio
$1.44K
HI
50
Harbour Investments
Wisconsin
$1.13K