Gabelli Healthcare & Wellness Trust
GRX
51 hedge funds and large institutions have $55.6M invested in Gabelli Healthcare & Wellness Trust in 2026 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 18 reducing their positions, and 7 closing their positions.
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
0% more funds holding
Funds holding: 51 → 51 (0)
0.42% less ownership
Funds ownership: 40.25% → 39.82% (-0.42%)
30% less capital inflows, than outflows
Capital inflows: $1.29M | Capital outflows: $1.85M
61% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
+$558K |
| 2 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$171K |
| 3 |
Morgan Stanley
New York
|
+$163K |
| 4 |
UPS
UHLMANN PRICE SECURITIES
Skokie,
Illinois
|
+$147K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$126K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$346K |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
-$191K |
| 3 |
AIA
Absolute Investment Advisers
Rosemary Beach,
Florida
|
-$187K |
| 4 |
Private Advisor Group
Morristown,
New Jersey
|
-$180K |
| 5 |
LPL Financial
San Diego,
California
|
-$172K |
GRX Hedge Fund Activity: Q2 2026 in Review
51 of the 8,353 institutional investors tracked by Wall St. Rank reported a position in Gabelli Healthcare & Wellness Trust (GRX) for Q2 2026, worth a combined $55.6M — up 3.3% from $53.8M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new GRX positions and 7 closed out — a net gain of 1 holder — while 7 added to existing stakes and 18 trimmed.
The largest buyer was Atlas Wealth, opening a new position worth an estimated $558K. The largest seller was UBS Group, cutting an estimated $346K.
- 51 institutional investors held Gabelli Healthcare & Wellness Trust (GRX) as of Q2 2026, unchanged from Q1 2026.
- Funds reported $55.6M of Gabelli Healthcare & Wellness Trust stock for Q2 2026, up 3.3% quarter-over-quarter.
- 8 funds opened new Gabelli Healthcare & Wellness Trust positions in Q2 2026 and 7 closed out, a net change of +1 holder.
- The largest Gabelli Healthcare & Wellness Trust buyer in Q2 2026 was Atlas Wealth, an estimated $558K added.
- The largest Gabelli Healthcare & Wellness Trust seller in Q2 2026 was UBS Group, an estimated $346K sold.
Based on aggregated 13F filings for Q2 2026.