GRX

Gabelli Healthcare & Wellness Trust

61 hedge funds and large institutions have $52.3M invested in Gabelli Healthcare & Wellness Trust in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
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
Raymond James Financial
26
Raymond James Financial
Florida
$164K
SFS
27
Shaker Financial Services
Virginia
$155K
WAP
28
Wealthcare Advisory Partners
Pennsylvania
$136K
Bank of America
29
Bank of America
North Carolina
$128K
NAS
30
NWF Advisory Services
California
$119K
OC
31
Oppenheimer & Co
New York
$113K
PAG
32
Private Advisor Group
New Jersey
$105K
WAM
33
Wolverine Asset Management
Illinois
$78.4K
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$55K
AA
35
Ancora Advisors
Ohio
$41.8K
CFD
36
Creative Financial Designs
Indiana
$41.5K
Comerica Bank
37
Comerica Bank
Texas
$33.3K
SPIA
38
Steward Partners Investment Advisory
New York
$23.7K
GSWM
39
Golden State Wealth Management
California
$18.3K
BCMLT
40
Beacon Capital Management LLC (Tennessee)
Tennessee
$9.95K
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$9K
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$5.15K
CB
43
Community Bank
New York
$5.04K
AIM
44
Anchor Investment Management
South Carolina
$1.65K
TWC
45
TD Waterhouse Canada
Ontario, Canada
$1.59K
BWAM
46
Boyd Watterson Asset Management
Ohio
$1.53K
HI
47
Harbour Investments
Wisconsin
$1.21K
CA
48
Clearstead Advisors
Ohio
$1.05K
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$927
US Bancorp
50
US Bancorp
Minnesota
$877