Gabelli Healthcare & Wellness Trust
GRX
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 9 closing their positions.
6% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 16
3% more capital invested
Capital invested by funds: $50.9M → $52.3M (+$1.36M)
0.53% less ownership
Funds ownership: 33.35% → 32.82% (-0.53%)
8% less funds holding
Funds holding: 66 → 61 (-5)
33% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$593K |
| 2 |
SCM
Saba Capital Management
New York
|
+$455K |
| 3 |
ACP
Aviance Capital Partners
Naples,
Florida
|
+$418K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$154K |
| 5 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$135K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$1.55M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$367K |
| 3 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$174K |
| 4 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$147K |
| 5 |
MC
Matisse Capital
Portland,
Oregon
|
-$141K |
GRX Hedge Fund Activity: Q1 2025 in Review
61 of the 7,473 institutional investors tracked by Wall St. Rank reported a position in Gabelli Healthcare & Wellness Trust (GRX) for Q1 2025, worth a combined $52.3M — up 2.7% from $50.9M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of GRX and 6 opened new positions — a net loss of 3 holders — while 16 trimmed existing stakes and 17 added.
The largest buyer was Sit Investment Associates, adding an estimated $593K. The largest seller was Sanctuary Advisors, exiting entirely with an estimated $1.55M sold.
- 61 institutional investors held Gabelli Healthcare & Wellness Trust (GRX) as of Q1 2025, down from 66 in Q4 2024.
- Funds reported $52.3M of Gabelli Healthcare & Wellness Trust stock for Q1 2025, up 2.7% quarter-over-quarter.
- 6 funds opened new Gabelli Healthcare & Wellness Trust positions in Q1 2025 and 9 closed out, a net change of -3 holders.
- The largest Gabelli Healthcare & Wellness Trust buyer in Q1 2025 was Sit Investment Associates, an estimated $593K added.
- The largest Gabelli Healthcare & Wellness Trust seller in Q1 2025 was Sanctuary Advisors, an estimated $1.55M sold.
Based on aggregated 13F filings for Q1 2025.