GRX

Gabelli Healthcare & Wellness Trust
GRX

Overview Fund Activity

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 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
-5
Holders Change %
-7.58%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
17
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$597K
2
SCM
Saba Capital Management
New York
+$458K
3
ACP
Aviance Capital Partners
Florida
+$421K
4
SFS
Shaker Financial Services
Virginia
+$155K
5
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
+$136K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$367K
2
AA
AQR Arbitrage
Connecticut
-$175K
3
IAA
Independent Advisor Alliance
North Carolina
-$147K
4
MC
Matisse Capital
Oregon
-$142K
5
QC
Quantedge Capital
Singapore
-$126K
Name Holding Trade Value Shares
Change 		Shares
Change %
Raymond James Financial
26
Raymond James Financial
Florida
$164K -$14.1K -1,394 -8%
SFS
27
Shaker Financial Services
Virginia
$155K +$155K +15,337 New
WAP
28
Wealthcare Advisory Partners
Pennsylvania
$136K -$96K -9,525 -41%
Bank of America
29
Bank of America
North Carolina
$128K -$998 -99 -0.8%
NAS
30
NWF Advisory Services
California
$119K +$119K +11,800 New
OC
31
Oppenheimer & Co
New York
$113K +$113K +11,196 New
PAG
32
Private Advisor Group
New Jersey
$105K +$1.26K +125 +1%
WAM
33
Wolverine Asset Management
Illinois
$78.4K +$78.4K +7,782 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$55K -$1.4K -139 -2%
AA
35
Ancora Advisors
Ohio
$41.8K -$10.1K -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 +$151 +15 +2%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$9K – – –
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$5.15K +$2.88K +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 +$927 +92 New
US Bancorp
50
US Bancorp
Minnesota
$877 – – –
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2
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