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
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$489K
3
BBPWM
3
Blue Bell Private Wealth Management
Pennsylvania
$2.27M
4
SCM
4
Saba Capital Management
New York
$18.7M
5
Verition Fund Management
5
Verition Fund Management
Connecticut
$188K

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 %
US Bancorp
51
US Bancorp
Minnesota
$822 87 – –
SWA
52
SOA Wealth Advisors
New York
$567 60 – –
AssetMark Inc
53
AssetMark Inc
California
$548 58 – –
PS
54
Principal Securities
Iowa
$473 50 – –
FDCDDQ
55
Federation des caisses Desjardins du Quebec
Quebec, Canada
$454 48 – –
PWMG
56
Prestige Wealth Management Group
New Jersey
$161 17 – –
KFI
57
Key Financial Inc
Pennsylvania
$94 10 – –
MC
58
Matisse Capital
Oregon
– – -87,125 Closed
SFS
59
Shaker Financial Services
Virginia
– – -15,337 Closed
OC
60
Oppenheimer & Co
New York
– – -11,196 Closed
WAM
61
Wolverine Asset Management
Illinois
– – -7,782 Closed
CA
62
Clearstead Advisors
Ohio
– – -104 Closed
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
– – -92 Closed
CA
64
Continuum Advisory
Idaho
– – -87 Closed
VWM
65
Vermillion Wealth Management
Minnesota
– – -85 Closed
CWC
66
Carolinas Wealth Consulting
North Carolina
– – -74 Closed
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
– – -34 Closed
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