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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.86M |
| 2 |
P
&Partners
Nashville,
Tennessee
|
+$1.12M |
| 3 |
SCM
Saba Capital Management
New York
|
+$631K |
| 4 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
+$282K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$197K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.12M |
| 2 |
CL
CSS LLC
Chicago,
Illinois
|
-$478K |
| 3 |
TCM
Traub Capital Management
Needham,
Massachusetts
|
-$476K |
| 4 |
AIA
Absolute Investment Advisers
Rosemary Beach,
Florida
|
-$384K |
| 5 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$371K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FDCDDQ
51
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $462 | – | – | – |
|
|
PWMG
52
Prestige Wealth Management Group
Flemington,
New Jersey
| $164 | – | – | – |
|
|
KFI
53
Key Financial Inc
West Chester,
Pennsylvania
| $96 | – | – | – |
|
|
CL
54
CSS LLC
Chicago,
Illinois
| – | -$478K | -52,671 | Closed |
|
|
WAM
55
Wolverine Asset Management
Chicago,
Illinois
| – | -$216K | -23,802 | Closed |
|
56
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$109K | -12,040 | Closed |
|
|
SPIA
57
Steward Partners Investment Advisory
New York
| – | -$21.3K | -2,350 | Closed |
|
|
CB
58
Community Bank
Dewitt,
New York
| – | -$9.07K | -1,000 | Closed |
|
|
ASN
59
Advisory Services Network
Atlanta,
Georgia
| – | -$7.9K | -871 | Closed |
|
|
PS
60
Principal Securities
Des Moines,
Iowa
| – | -$454 | -50 | Closed |
|
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.