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GRX

Gabelli Healthcare & Wellness Trust
GRX

61 hedge funds and large institutions have $52.3M invested in Gabelli Healthcare & Wellness Trust in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 16

3% more capital invested

Capital invested by funds: $50.9M → $52.3M (+$1.36M)

0.53% less ownership

Funds ownership: 33.35% → 32.82% (-0.53%)

8% less funds holding

Funds holding: 66 → 61 (-5)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
61
Holders Change
-5
Holders Change %
-7.58%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
17
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$593K
2
SCM
Saba Capital Management
New York
+$455K
3
ACP
Aviance Capital Partners
Florida
+$418K
4
SFS
Shaker Financial Services
Virginia
+$154K
5
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
+$135K

Top Sellers

Rank Fund Capital Flow
1
SA
Sanctuary Advisors
Indiana
-$1.55M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$367K
3
AA
AQR Arbitrage
Connecticut
-$174K
4
IAA
Independent Advisor Alliance
North Carolina
-$147K
5
MC
Matisse Capital
Oregon
-$141K
Name Holding Trade Value Shares
Change 		Change in
Stake
Raymond James Financial
26
Raymond James Financial
Florida
$164K -$14K -1,394 -8%
SFS
27
Shaker Financial Services
Virginia
$155K +$154K +15,337 New
WAP
28
Wealthcare Advisory Partners
Pennsylvania
$136K -$95.3K -9,525 -41%
Bank of America
29
Bank of America
North Carolina
$128K -$991 -99 -0.8%
NAS
30
NWF Advisory Services
California
$119K +$118K +11,800 New
OC
31
Oppenheimer & Co
New York
$113K +$112K +11,196 New
PAG
32
Private Advisor Group
New Jersey
$105K +$1.25K +125 +1%
WAM
33
Wolverine Asset Management
Illinois
$78.4K +$77.9K +7,782 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$55K -$1.39K -139 -2%
AA
35
Ancora Advisors
Ohio
$41.8K -$10K -1,000 -19%
CFD
36
Creative Financial Designs
Indiana
$41.5K – – –
Comerica Bank
37
Comerica Bank
Texas
$33.3K – – –
SPIA
38
Steward Partners Investment Advisory
New York
$23.7K – – –
GSWM
39
Golden State Wealth Management
California
$18.3K – – –
BCMLT
40
Beacon Capital Management LLC (Tennessee)
Tennessee
$9.95K +$150 +15 +2%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$9K – – –
JP Morgan Chase
42
JP Morgan Chase
New York
$5.15K +$2.86K +286 +127%
CB
43
Community Bank
New York
$5.04K – – –
AIM
44
Anchor Investment Management
South Carolina
$1.65K – – –
TWC
45
TD Waterhouse Canada
Ontario, Canada
$1.59K – – –
BWAM
46
Boyd Watterson Asset Management
Ohio
$1.53K – – –
HI
47
Harbour Investments
Wisconsin
$1.21K – – –
CA
48
Clearstead Advisors
Ohio
$1.05K +$10 +1 +1%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$927 +$921 +92 New
US Bancorp
50
US Bancorp
Minnesota
$877 – – –
1
2
3

GRX Hedge Fund Activity: Q1 2025 in Review

61 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Gabelli Healthcare & Wellness Trust (GRX) for Q1 2025, worth a combined $52.3M — up 2.7% from $50.9M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of GRX and 6 opened new positions — a net loss of 3 holders — while 16 trimmed existing stakes and 17 added.

The largest buyer was Sit Investment Associates, adding an estimated $593K. The largest seller was Sanctuary Advisors, exiting entirely with an estimated $1.55M sold.

  • 61 institutional investors held Gabelli Healthcare & Wellness Trust (GRX) as of Q1 2025, down from 66 in Q4 2024.
  • Funds reported $52.3M of Gabelli Healthcare & Wellness Trust stock for Q1 2025, up 2.7% quarter-over-quarter.
  • 6 funds opened new Gabelli Healthcare & Wellness Trust positions in Q1 2025 and 9 closed out, a net change of -3 holders.
  • The largest Gabelli Healthcare & Wellness Trust buyer in Q1 2025 was Sit Investment Associates, an estimated $593K added.
  • The largest Gabelli Healthcare & Wellness Trust seller in Q1 2025 was Sanctuary Advisors, an estimated $1.55M sold.

Based on aggregated 13F filings for Q1 2025.