Gabelli Healthcare & Wellness Trust
GRX
54 hedge funds and large institutions have $51.2M invested in Gabelli Healthcare & Wellness Trust in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 8 closing their positions.
1.41% more ownership
Funds ownership: 35.03% → 36.44% (+1.4%)
0% less capital invested
Capital invested by funds: $51.3M → $51.2M (-$82.1K)
7% less funds holding
Funds holding: 58 → 54 (-4)
19% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 16
50% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.85M |
| 2 |
SCM
Saba Capital Management
New York
|
+$691K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$559K |
| 4 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$346K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$222K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$343K |
| 2 |
TCM
Traub Capital Management
Needham,
Massachusetts
|
-$329K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$317K |
| 4 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
-$280K |
| 5 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$208K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PS
51
Principal Securities
Des Moines,
Iowa
| $454 | – | – | – |
|
|
FDCDDQ
52
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $435 | – | – | – |
|
|
PWMG
53
Prestige Wealth Management Group
Flemington,
New Jersey
| $155 | – | – | – |
|
|
KFI
54
Key Financial Inc
West Chester,
Pennsylvania
| $92 | – | – | – |
|
55
Verition Fund Management
Greenwich,
Connecticut
| – | -$188K | -19,934 | Closed |
|
|
NAS
56
NWF Advisory Services
Los Angeles,
California
| – | -$96.4K | -10,200 | Closed |
|
57
Citadel Advisors
Miami,
Florida
| – | -$95.5K | -10,107 | Closed |
|
|
HC
58
Hurley Capital
New York
| – | -$17.3K | -1,832 | Closed |
|
|
BCMLT
59
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| – | -$9.49K | -1,005 | Closed |
|
|
MWM
60
MorganRosel Wealth Management
Highlands Ranch,
Colorado
| – | -$2.58K | -273 | Closed |
|
|
HI
61
Harbour Investments
Madison,
Wisconsin
| – | -$1.13K | -120 | Closed |
|
62
AssetMark Inc
Concord,
California
| – | -$548 | -58 | Closed |
|
GRX Hedge Fund Activity: Q3 2025 in Review
54 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Gabelli Healthcare & Wellness Trust (GRX) for Q3 2025, worth a combined $51.2M — down 0.16% from $51.3M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of GRX and 4 opened new positions — a net loss of 4 holders — while 16 trimmed existing stakes and 13 added.
The largest buyer was Sit Investment Associates, adding an estimated $1.85M. The largest seller was Beacon Pointe Advisors, cutting an estimated $343K.
- 54 institutional investors held Gabelli Healthcare & Wellness Trust (GRX) as of Q3 2025, down from 58 in Q2 2025.
- Funds reported $51.2M of Gabelli Healthcare & Wellness Trust stock for Q3 2025, down 0.16% quarter-over-quarter.
- 4 funds opened new Gabelli Healthcare & Wellness Trust positions in Q3 2025 and 8 closed out, a net change of -4 holders.
- The largest Gabelli Healthcare & Wellness Trust buyer in Q3 2025 was Sit Investment Associates, an estimated $1.85M added.
- The largest Gabelli Healthcare & Wellness Trust seller in Q3 2025 was Beacon Pointe Advisors, an estimated $343K sold.
Based on aggregated 13F filings for Q3 2025.