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GRX

Gabelli Healthcare & Wellness Trust

51 hedge funds and large institutions have $53.8M 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

1.98% more ownership

Funds ownership: 38.26%40.25% (+2%)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

4% less funds holding

Funds holding: 5351 (-2)

6% less capital invested

Capital invested by funds: $57.1M → $53.8M (-$3.3M)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
51
Holders Change
-2
Holders Change %
-3.77%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
14
Reduced
15
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$149K -$473K -49,402 -75%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$132K -$37.7K -3,934 -21%
QL
28
Quarry LP
New York
$116K -$140K -14,606 -53%
Osaic Holdings
29
Osaic Holdings
Arizona
$111K -$17.8K -1,857 -13%
CEFA
30
Closed-End Fund Advisors
Virginia
$106K
GCIA
31
Gabelli & Co Investment Advisers
New York
$90.5K +$95.8K +10,000 New
IAIM
32
International Assets Investment Management
Florida
$73K
AF
33
Allworth Financial
California
$33.8K -$958 -100 -3%
Fifth Third Bancorp
34
Fifth Third Bancorp
Ohio
$32.8K +$34.7K +3,620 New
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 +$192 +20 +2%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$7.69K
ASN
39
Advisory Services Network
Georgia
$7.61K +$8.06K +841 New
AA
40
Ancora Advisors
Ohio
$4.53K +$2.88K +300 +150%
WAM
41
Wolverine Asset Management
Illinois
$2.92K +$3.1K +323 New
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 +$949 +99 New
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 +$450 +47 New
PWMG
50
Prestige Wealth Management Group
New Jersey
$154