T
The Gabelli Healthcare & Wellness Trust
GRX • NYSE
The Gabelli Healthcare & Wellness Trust is a publicly traded company on NYSE. As of Q3 2025, 48 institutional investors hold shares in this company, with total holdings valued at $41.8M. Saba Capital Management, L.P. is the largest holder with a position valued at $18.6M.
Websitegabelli.com
Overview
Overview of institutional ownership in GRX as of Q3 2025
All Institutions
- Institutions
- 48
- Value Held
- $41.8M
- Shares Held
- 4.6M
- Avg Position
- $871.1K
- Median Position
- $126.7K
Hedge Funds
- Hedge Funds
- 5
- Value Held
- $21.3M
- Shares Held
- 2.3M
- Avg Position
- $4.3M
- Median Position
- $796.5K
Biggest Investors
Institutions with the largest positions in GRX as of Q3 2025
| Institution | Position Value |
|---|---|
S Saba Capital Management, L.P. Hedge Fund•Multi-Strategy | $18.6M 0.63% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $3.4M 0.00% of portfolio |
G GAMCO INVESTORS, INC. ET AL Institution | $2.8M 0.03% of portfolio |
L LPL Financial LLC Institution | $2.6M 0.00% of portfolio |
 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC RIA/Wealth | $2.5M 0.38% of portfolio |
 MORGAN STANLEY RIA/Wealth | $1.8M 0.00% of portfolio |
 Aviance Capital Partners, LLC RIA/Wealth | $1.5M 0.18% of portfolio |
 STEPHENS INC /AR/ RIA/Wealth | $1.1M 0.01% of portfolio |
 CAPSTONE INVESTMENT ADVISORS, LLC Hedge Fund•Multi-Strategy | $901.9K 0.01% of portfolio |
 CNH PARTNERS LLC Hedge Fund•Multi-Strategy | $796.5K 0.03% of portfolio |
Net Capital Flow
Institutional buying and selling activity for GRX in Q3 2025
- Traded
- −$69.1K
- Buyers
- 14
- Sellers
- 22
- Total Bought
- +$1.7M
- Total Sold
- −$1.8M
- Avg Position
- $746.7K
Biggest Buyers
| Institution | Net Bought |
|---|---|
S Saba Capital Management, L.P. Hedge Fund•Multi-Strategy | +$672.6K +74.2K shares |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC RIA/Wealth | +$337.0K +37.2K shares |
 WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | +$215.9K +23.8K shares |
MORGAN STANLEY RIA/Wealth | +$147.1K +16.2K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$128.2K +14.1K shares |
STEPHENS INC /AR/ RIA/Wealth | +$101.4K +11.2K shares |
U UHLMANN PRICE SECURITIES, LLC RIA/Wealth | +$41.1K +4.5K shares |
Aviance Capital Partners, LLC RIA/Wealth | +$16.1K +1.8K shares |
L LPL Financial LLC Institution | +$14.9K +1.6K shares |
A Advisory Services Network, LLC RIA/Wealth | +$7.9K +871.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 Beacon Pointe Advisors, LLC RIA/Wealth | −$333.8K −36.8K shares |
WELLS FARGO & COMPANY/MN Institution | −$308.3K −34.0K shares |
G GAMCO INVESTORS, INC. ET AL Institution | −$272.1K −30.0K shares |
CNH PARTNERS LLC Hedge Fund•Multi-Strategy | −$202.1K −22.3K shares |
 Verition Fund Management LLC Hedge Fund•Multi-Strategy | −$188.4K −19.9K shares |
 NWF Advisory Services Inc. RIA/Wealth | −$96.4K −10.2K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$95.5K −10.1K shares |
A Advisor Group Holdings, Inc. Institution | −$64.6K −6.9K shares |
−$60.8K −6.6K shares | |
 Wealthcare Advisory Partners LLC RIA/Wealth | −$34.0K −3.8K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited GRX in Q3 2025
- New Positions
- 2
- New Value
- $3.9K
- Exited Positions
- 8
- Exited Value
- $411.3K
New Positions
| Institution | Position Value |
|---|---|
 HIGHLINE WEALTH PARTNERS LLC RIA/Wealth | $2.7K 300.0 shares |
 Larson Financial Group LLC RIA/Wealth | $1.2K 134.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Verition Fund Management LLC Hedge Fund•Multi-Strategy | $188.4K 19.9K shares |
NWF Advisory Services Inc. RIA/Wealth | $96.4K 10.2K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $95.5K 10.1K shares |
 Hurley Capital, LLC RIA/Wealth | $17.3K 1.8K shares |
B Beacon Capital Management, LLC RIA/Wealth | $9.5K 1.0K shares |
 MorganRosel Wealth Management, LLC RIA/Wealth | $2.6K 273.0 shares |
 HARBOUR INVESTMENTS, INC. RIA/Wealth | $1.1K 120.0 shares |
 GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager | $548.0 58.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in GRX as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with GRX as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
 ABSOLUTE INVESTMENT ADVISERS LLC Hedge Fund•Multi-Strategy | 1.05% $772.1K |
S Saba Capital Management, L.P. Hedge Fund•Multi-Strategy | 0.63% $18.6M |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC RIA/Wealth | 0.38% $2.5M |
U UHLMANN PRICE SECURITIES, LLC RIA/Wealth | 0.19% $317.7K |
Aviance Capital Partners, LLC RIA/Wealth | 0.18% $1.5M |
C CSS LLC/IL Institution | 0.08% $477.7K |
Q Quarry LP Institution | 0.07% $249.1K |
CNH PARTNERS LLC Hedge Fund•Multi-Strategy | 0.03% $796.5K |
G GAMCO INVESTORS, INC. ET AL Institution | 0.03% $2.8M |
WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | 0.01% $215.9K |
Hedge Fund Spotlight
Discover hedge funds investing in GRX
ABSOLUTE INVESTMENT ADVISERS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerJames Phillip Compson
- Portfolio Value
- $73.8M
- Positions
- 28
- Last Reported
- Q3 2025
Sector Allocation
T
Position in The Gabelli Healthcare & Wellness Trust
- Market Value
- $772.1K
- Shares Held
- 85.1K
- Portfolio Weight
- 1.05%
- Owned Since
- 2024-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Unknown Unknown | $14.2M | 19.18% | |
Unknown Unknown | $8.5M | 11.51% | |
Unknown Unknown | $5.4M | 7.38% |
