We are live on ! Find out more
GRX

Gabelli Healthcare & Wellness Trust
GRX

53 hedge funds and large institutions have $57.1M invested in Gabelli Healthcare & Wellness Trust in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

11% more capital invested

Capital invested by funds: $51.2M → $57.1M (+$5.87M)

1.82% more ownership

Funds ownership: 36.44% → 38.26% (+1.8%)

2% less funds holding

Funds holding: 54 → 53 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
53
Holders Change
-1
Holders Change %
-1.85%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
15
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$1.86M
2
P
&Partners
Tennessee
+$1.12M
3
SCM
Saba Capital Management
New York
+$631K
4
GI
GAMCO Investors
Connecticut
+$282K
5
Citadel Advisors
Citadel Advisors
Florida
+$197K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$1.12M
2
CL
CSS LLC
Illinois
-$478K
3
TCM
Traub Capital Management
Massachusetts
-$476K
4
AIA
Absolute Investment Advisers
Florida
-$384K
5
BPA
Beacon Pointe Advisors
California
-$371K
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$259K +$639 +68 +0.3%
Citadel Advisors
27
Citadel Advisors
Florida
$202K +$197K +20,974 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$178K -$12.4K -1,323 -7%
PAG
29
Private Advisor Group
New Jersey
$153K +$33.8K +3,600 +29%
WAP
30
Wealthcare Advisory Partners
Pennsylvania
$140K – – –
Osaic Holdings
31
Osaic Holdings
Arizona
$136K -$70K -7,444 -35%
CEFA
32
Closed-End Fund Advisors
Virginia
$113K +$110K +11,744 New
IAIM
33
International Assets Investment Management
Florida
$77.1K +$75.3K +8,009 New
Bank of America
34
Bank of America
North Carolina
$37.8K -$89.2K -9,491 -71%
AF
35
Allworth Financial
California
$37K – – –
Comerica Bank
36
Comerica Bank
Texas
$34.9K – – –
CFD
37
Creative Financial Designs
Indiana
$34.8K – – –
GSWM
38
Golden State Wealth Management
California
$17.4K – – –
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$9.8K +$9.56K +1,017 New
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$8K – – –
HWP
41
Highline Wealth Partners
California
$2.89K – – –
JP Morgan Chase
42
JP Morgan Chase
New York
$2.17K – – –
AA
43
Ancora Advisors
Ohio
$1.93K -$12.7K -1,350 -87%
AIM
44
Anchor Investment Management
South Carolina
$1.58K – – –
TWC
45
TD Waterhouse Canada
Ontario, Canada
$1.54K – – –
BWAM
46
Boyd Watterson Asset Management
Ohio
$1.46K – – –
HNB
47
Hilltop National Bank
Wyoming
$963 – – –
US Bancorp
48
US Bancorp
Minnesota
$838 – – –
LFG
49
Larson Financial Group
Missouri
$636 -$639 -68 -51%
SWA
50
SOA Wealth Advisors
New York
$578 – – –
1
2
3

GRX Hedge Fund Activity: Q4 2025 in Review

53 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Gabelli Healthcare & Wellness Trust (GRX) for Q4 2025, worth a combined $57.1M — up 11% from $51.2M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of GRX and 6 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 15 added.

The largest buyer was Sit Investment Associates, adding an estimated $1.86M. The largest seller was Wells Fargo, cutting an estimated $1.12M.

  • 53 institutional investors held Gabelli Healthcare & Wellness Trust (GRX) as of Q4 2025, down from 54 in Q3 2025.
  • Funds reported $57.1M of Gabelli Healthcare & Wellness Trust stock for Q4 2025, up 11% quarter-over-quarter.
  • 6 funds opened new Gabelli Healthcare & Wellness Trust positions in Q4 2025 and 7 closed out, a net change of -1 holder.
  • The largest Gabelli Healthcare & Wellness Trust buyer in Q4 2025 was Sit Investment Associates, an estimated $1.86M added.
  • The largest Gabelli Healthcare & Wellness Trust seller in Q4 2025 was Wells Fargo, an estimated $1.12M sold.

Based on aggregated 13F filings for Q4 2025.