Gabelli Healthcare & Wellness Trust
GRX
58 hedge funds and large institutions have $51.3M invested in Gabelli Healthcare & Wellness Trust in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 10 closing their positions.
2.21% more ownership
Funds ownership: 32.82% → 35.03% (+2.2%)
0% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 17
2% less capital invested
Capital invested by funds: $52.3M → $51.3M (-$952K)
5% less funds holding
Funds holding: 61 → 58 (-3)
30% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.99M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$246K |
| 3 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$204K |
| 4 |
SCM
Saba Capital Management
New York
|
+$194K |
| 5 |
Verition Fund Management
Greenwich,
Connecticut
|
+$190K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MC
Matisse Capital
Portland,
Oregon
|
-$878K |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$155K |
| 3 |
CL
CSS LLC
Chicago,
Illinois
|
-$142K |
| 4 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$126K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$125K |
GRX Hedge Fund Activity: Q2 2025 in Review
58 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Gabelli Healthcare & Wellness Trust (GRX) for Q2 2025, worth a combined $51.3M — down 1.8% from $52.3M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of GRX and 7 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 17 added.
The largest buyer was Sit Investment Associates, adding an estimated $1.99M. The largest seller was Matisse Capital, exiting entirely with an estimated $878K sold.
- 58 institutional investors held Gabelli Healthcare & Wellness Trust (GRX) as of Q2 2025, down from 61 in Q1 2025.
- Funds reported $51.3M of Gabelli Healthcare & Wellness Trust stock for Q2 2025, down 1.8% quarter-over-quarter.
- 7 funds opened new Gabelli Healthcare & Wellness Trust positions in Q2 2025 and 10 closed out, a net change of -3 holders.
- The largest Gabelli Healthcare & Wellness Trust buyer in Q2 2025 was Sit Investment Associates, an estimated $1.99M added.
- The largest Gabelli Healthcare & Wellness Trust seller in Q2 2025 was Matisse Capital, an estimated $878K sold.
Based on aggregated 13F filings for Q2 2025.