GRX

Gabelli Healthcare & Wellness Trust

51 hedge funds and large institutions have $53.3M invested in Gabelli Healthcare & Wellness Trust in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
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
$132K
QL
27
Quarry LP
New York
$116K
Osaic Holdings
28
Osaic Holdings
Arizona
$111K
CEFA
29
Closed-End Fund Advisors
Virginia
$106K
GCIA
30
Gabelli & Co Investment Advisers
New York
$90.5K
IAIM
31
International Assets Investment Management
Florida
$73K
NA
32
NewEdge Advisors
Louisiana
$67.3K
AF
33
Allworth Financial
California
$33.8K
Fifth Third Bancorp
34
Fifth Third Bancorp
Ohio
$32.8K
CFD
35
Creative Financial Designs
Indiana
$32.7K
GSWM
36
Golden State Wealth Management
California
$16.4K
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$9.38K
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$7.69K
ASN
39
Advisory Services Network
Georgia
$7.61K
AA
40
Ancora Advisors
Ohio
$4.53K
WAM
41
Wolverine Asset Management
Illinois
$2.92K
HWP
42
Highline Wealth Partners
California
$2.71K
JP Morgan Chase
43
JP Morgan Chase
New York
$2.01K
TWC
44
TD Waterhouse Canada
Ontario, Canada
$1.46K
HNB
45
Hilltop National Bank
Wyoming
$905
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$896
SWA
47
SOA Wealth Advisors
New York
$543
FDCDDQ
48
Federation des caisses Desjardins du Quebec
Quebec, Canada
$434
JWM
49
JPL Wealth Management
Colorado
$426
PWMG
50
Prestige Wealth Management Group
New Jersey
$154