GRX

Gabelli Healthcare & Wellness Trust
GRX

Overview Fund Activity

56 hedge funds and large institutions have $51.1M invested in Gabelli Healthcare & Wellness Trust in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 10 closing their positions.

Holders
56
Holders Change
-5
Holders Change %
-8.2%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
17
Reduced
16
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$6M
2
TCM
2
Traub Capital Management
Massachusetts
$1.14M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$489K
4
BBPWM
4
Blue Bell Private Wealth Management
Pennsylvania
$2.27M
5
SCM
5
Saba Capital Management
New York
$18.7M

Top Sellers

1
MC
1
Matisse Capital
Oregon
$0
2
SFS
2
Shaker Financial Services
Virginia
$0
3
CL
3
CSS LLC
Illinois
$501K
4
AA
4
AQR Arbitrage
Connecticut
$1.04M
5
Wells Fargo
5
Wells Fargo
California
$3.81M
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$18.7M 1,976,875 +20,387 +1%
SIA
2
Sit Investment Associates
Minnesota
$6M 635,046 +208,756 +49%
Wells Fargo
3
Wells Fargo
California
$3.81M 403,663 -13,154 -3%
GI
4
GAMCO Investors
Connecticut
$3.23M 342,226 -7,883 -2%
LPL Financial
5
LPL Financial
California
$2.68M 284,006 -5,082 -2%
BBPWM
6
Blue Bell Private Wealth Management
Pennsylvania
$2.27M 240,702 +21,457 +10%
Morgan Stanley
7
Morgan Stanley
New York
$1.68M 177,744 -4,109 -2%
ACP
8
Aviance Capital Partners
Florida
$1.53M 161,906 -3,978 -2%
TCM
9
Traub Capital Management
Massachusetts
$1.14M 120,837 +120,837 New
AA
10
AQR Arbitrage
Connecticut
$1.04M 110,100 -13,219 -11%
SI
11
Stephens Inc
Arkansas
$1.04M 109,812 +1,632 +2%
BPA
12
Beacon Pointe Advisors
California
$1.03M 108,900 -11,100 -9%
Capstone Investment Advisors
13
Capstone Investment Advisors
New York
$940K 99,441 – –
AIA
14
Absolute Investment Advisers
Florida
$804K 85,122 -5,177 -6%
NA
15
NewEdge Advisors
Louisiana
$604K 63,953 +965 +2%
UBS Group
16
UBS Group
Switzerland
$570K 60,314 -6,300 -9%
CL
17
CSS LLC
Illinois
$501K 52,976 -14,907 -22%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$489K 50,768 +25,848 +104%
WA
19
Waverly Advisors
Alabama
$328K 34,749 -10,065 -22%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$315K 33,287 -308 -0.9%
UPS
21
UHLMANN PRICE SECURITIES
Illinois
$288K 30,498 +5,748 +23%
Osaic Holdings
22
Osaic Holdings
Arizona
$274K 28,446 +2,883 +11%
QL
23
Quarry LP
New York
$260K 27,469 -1,671 -6%
Creative Planning
24
Creative Planning
Kansas
$254K 26,922 +8 +0%
Verition Fund Management
25
Verition Fund Management
Connecticut
$188K 19,934 +19,934 New
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