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 %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$187K 19,821 +42 +0.2%
WAP
27
Wealthcare Advisory Partners
Pennsylvania
$173K 18,273 +4,815 +36%
Raymond James Financial
28
Raymond James Financial
Florida
$159K 16,842 +530 +3%
Bank of America
29
Bank of America
North Carolina
$130K 13,712 +989 +8%
PAG
30
Private Advisor Group
New Jersey
$116K 12,288 +1,875 +18%
Citadel Advisors
31
Citadel Advisors
Florida
$95.5K 10,107 +10,107 New
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$52K 5,479 – –
AF
33
Allworth Financial
California
$46.6K 4,927 +4,922 +98,440%
CFD
34
Creative Financial Designs
Indiana
$34.2K 3,618 -502 -12%
Comerica Bank
35
Comerica Bank
Texas
$31.2K 3,300 – –
SPIA
36
Steward Partners Investment Advisory
New York
$22.2K 2,350 – –
HC
37
Hurley Capital
New York
$17.3K 1,832 +1,832 New
GSWM
38
Golden State Wealth Management
California
$17.1K 1,811 – –
AA
39
Ancora Advisors
Ohio
$14.6K 1,550 -2,600 -63%
BCMLT
40
Beacon Capital Management LLC (Tennessee)
Tennessee
$9.5K 1,005 +18 +2%
CB
41
Community Bank
New York
$9.45K 1,000 +500 +100%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$8K 850 – –
MWM
43
MorganRosel Wealth Management
Colorado
$2.58K 273 +273 New
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$2.13K 225 -286 -56%
AIM
45
Anchor Investment Management
South Carolina
$1.55K 164 – –
TWC
46
TD Waterhouse Canada
Ontario, Canada
$1.53K 160 – –
BWAM
47
Boyd Watterson Asset Management
Ohio
$1.44K 152 – –
HI
48
Harbour Investments
Wisconsin
$1.13K 120 – –
HNB
49
Hilltop National Bank
Wyoming
$945 100 +100 New
US Bancorp
50
US Bancorp
Minnesota
$822 87 – –
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2
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