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 %
SCM
1
Saba Capital Management
New York
$19.7M +$458K +45,454 +2%
SIA
2
Sit Investment Associates
Minnesota
$4.3M +$597K +59,255 +16%
Wells Fargo
3
Wells Fargo
California
$4.2M -$103K -10,193 -2%
GI
4
GAMCO Investors
Connecticut
$3.53M +$79.5K +7,883 +2%
LPL Financial
5
LPL Financial
California
$2.91M +$88.1K +8,739 +3%
BBPWM
6
Blue Bell Private Wealth Management
Pennsylvania
$2.21M +$136K +13,447 +7%
Morgan Stanley
7
Morgan Stanley
New York
$1.83M -$47.2K -4,684 -3%
ACP
8
Aviance Capital Partners
Florida
$1.67M +$421K +41,743 +34%
AA
9
AQR Arbitrage
Connecticut
$1.24M -$175K -17,402 -12%
BPA
10
Beacon Pointe Advisors
California
$1.21M -$20.2K -2,000 -2%
SI
11
Stephens Inc
Arkansas
$1.09M -$3.57K -354 -0.3%
Capstone Investment Advisors
12
Capstone Investment Advisors
New York
$1M – – –
AIA
13
Absolute Investment Advisers
Florida
$910K +$60.5K +6,000 +7%
MC
14
Matisse Capital
Oregon
$878K -$142K -14,071 -14%
CL
15
CSS LLC
Illinois
$684K – – –
UBS Group
16
UBS Group
Switzerland
$671K -$72.1K -7,154 -10%
NA
17
NewEdge Advisors
Louisiana
$635K +$7.28K +722 +1%
WA
18
Waverly Advisors
Alabama
$452K -$42.5K -4,221 -9%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$339K -$18.6K -1,840 -5%
QL
20
Quarry LP
New York
$294K – – –
Creative Planning
21
Creative Planning
Kansas
$271K +$50 +5 +0%
Osaic Holdings
22
Osaic Holdings
Arizona
$258K -$38.9K -3,857 -13%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$251K -$26.3K -2,607 -9%
UPS
24
UHLMANN PRICE SECURITIES
Illinois
$249K +$3.68K +365 +1%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$199K +$1.08K +107 +0.5%
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