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 %
CA
51
Continuum Advisory
Idaho
$876 +$10 +1 +1%
VWM
52
Vermillion Wealth Management
Minnesota
$860 +$10 +1 +1%
CWC
53
Carolinas Wealth Consulting
North Carolina
$746 – – –
SWA
54
SOA Wealth Advisors
New York
$605 – – –
AssetMark Inc
55
AssetMark Inc
California
$585 – – –
FDCDDQ
56
Federation des caisses Desjardins du Quebec
Quebec, Canada
$484 – – –
PS
57
Principal Securities
Iowa
$482 – – –
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$343 +$343 +34 New
PWMG
59
Prestige Wealth Management Group
New Jersey
$172 – – –
KFI
60
Key Financial Inc
Pennsylvania
$101 – – –
AF
61
Allworth Financial
California
$52 – – –
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
– -$367K -38,033 Closed
IAA
63
Independent Advisor Alliance
North Carolina
– -$147K -15,225 Closed
QC
64
Quantedge Capital
Singapore
– -$126K -13,046 Closed
WCM
65
Winebrenner Capital Management
Kentucky
– -$125K -13,000 Closed
VHAM
66
Van Hulzen Asset Management
California
– -$9.64K -1,000 Closed
RCM
67
Raleigh Capital Management
North Carolina
– -$4.81K -499 Closed
LDB
68
Lee, Danner & Bass
Tennessee
– -$4.1K -425 Closed
Fidelity Investments
69
Fidelity Investments
Massachusetts
– -$10 -1 Closed
HNB
70
Huntington National Bank
Ohio
– -$8.44K – –
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