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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
SCM
1
Saba Capital Management
New York
$19.2M
SIA
2
Sit Investment Associates
Minnesota
$10.8M +$1.6M +167,212 +16%
GI
3
GAMCO Investors
Connecticut
$3.13M +$36.4K +3,800 +1%
BBPWM
4
Blue Bell Private Wealth Management
Pennsylvania
$2.8M +$155K +16,227 +6%
LPL Financial
5
LPL Financial
California
$2.52M -$128K -13,333 -5%
Wells Fargo
6
Wells Fargo
California
$2.34M +$75K +7,830 +3%
Morgan Stanley
7
Morgan Stanley
New York
$1.91M +$107K +11,133 +6%
EPW
8
Evolve Private Wealth
California
$1.62M -$1.96K -205 -0.1%
ACP
9
Aviance Capital Partners
Florida
$1.55M +$33.4K +3,482 +2%
SI
10
Stephens Inc
Arkansas
$1.09M -$3.31K -346 -0.3%
P
11
&Partners
Tennessee
$946K -$136K -14,178 -12%
Capstone Investment Advisors
12
Capstone Investment Advisors
New York
$900K
NA
13
NewEdge Advisors
Louisiana
$609K +$6.18K +645 +1%
UPS
14
UHLMANN PRICE SECURITIES
Illinois
$557K +$106K +11,088 +22%
UBS Group
15
UBS Group
Switzerland
$518K -$2.82K -294 -0.5%
Raymond James Financial
16
Raymond James Financial
Florida
$309K +$20.2K +2,113 +7%
BPA
17
Beacon Pointe Advisors
California
$295K +$144 +15 +0%
ACM
18
Alessandra Capital Management
California
$269K +$284K +29,687 New
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$259K -$12.2K -1,272 -4%
WA
20
Waverly Advisors
Alabama
$251K -$9.32K -973 -3%
Creative Planning
21
Creative Planning
Kansas
$246K +$2.28K +238 +0.9%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$207K -$202K -21,056 -48%
AIA
23
Absolute Investment Advisers
Florida
$187K -$225K -23,520 -53%
PAG
24
Private Advisor Group
New Jersey
$180K +$38.3K +4,000 +25%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$168K +$178K +18,567 New