Who Owns The Gabelli Healthcare & Wellness Trust (GRX)?Hedge Fund & Institutional Holders
Institutional Holders
50
as of Q4 2025
Total Institutional Value
$2.039800032950001e+164T
% of Float Held
—
QoQ Change in Holders
+10 / -7
Price History
GRX — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Saba Capital Management, L.P. | Increased | +67K | +$1.8B |
| STEPHENS INC /AR/ | New Position | +121K | +$1.2B |
| GAMCO INVESTORS, INC. ET AL | Increased | +30K | +$463.1M |
| ABSOLUTE INVESTMENT ADVISERS, LLC | New Position | +44K | +$427.3M |
| Traub Capital Management LLC | New Position | +35K | +$336.0M |
| UHLMANN PRICE SECURITIES, LLC | Increased | +15K | +$168.3M |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | New Position | +8K | +$77.0M |
| UBS Group AG | Increased | +791 | +$37.8M |
| Golden State Wealth Management, LLC | New Position | +2K | +$17.0M |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | New Position | +293K | +$2.8M |
| Aviance Capital Partners, LLC | New Position | +168K | +$1.6M |
| SIT INVESTMENT ASSOCIATES INC | Increased | +198K | +$1.4M |
| &PARTNERS | New Position | +119K | +$1.0M |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | New Position | +152 | +$1.0M |
| EVOLVE PRIVATE WEALTH, LLC | New Position | +179K | +$1.0M |
GRX — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| WELLS FARGO & COMPANY/MN | Decreased | -119K | -$1.4B |
| Beacon Pointe Advisors, LLC | Decreased | -40K | -$653.9M |
| CSS LLC/IL | Closed Position | -53K | -$477.7M |
| Waverly Advisors, LLC | Decreased | -5K | -$303.5M |
| AQR Arbitrage LLC | Decreased | -35K | -$288.5M |
| OSAIC HOLDINGS, INC. | Decreased | -7K | -$201.5M |
| NWF Advisory Services Inc. | Closed Position | -14K | -$150.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Closed Position | -12K | -$109.2M |
| Steward Partners Investment Advisory, LLC | Closed Position | -2K | -$21.3M |
| Ancora Advisors LLC | Decreased | -1K | -$14.1M |
| Advisory Services Network, LLC | Closed Position | -871 | -$7.9M |
| Larson Financial Group LLC | Decreased | -68 | -$1.2M |
| BANK OF AMERICA CORP /DE/ | Decreased | -9K | -$120K |
| Community Bank, N.A. | Closed Position | -1K | -$9K |
| PRINCIPAL SECURITIES, INC. | Closed Position | -50 | -$0 |
Top Institutional Holders(Q4 2025)
GRX Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 53 | $29.8B | +13 |
| Q3 2025 | 40 | $34.2B | -15 |
| Q2 2025 | 55 | $37.9B | -3 |
| Q1 2025 | 58 | $43.4B | -3 |
| Q4 2024 | 61 | $39.0B | +12 |
| Q3 2024 | 49 | $909.0B | +0 |
| Q2 2024 | 49 | $33.3B | +1 |
| Q1 2024 | 48 | $173.2T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 50 institutional investors hold GRX (The Gabelli Healthcare & Wellness Trust). The largest holder is Saba Capital Management, L.P. with $20.4B in shares. This quarter, 10 institutions opened new positions and 7 closed their positions.
Frequently Asked Questions
How many hedge funds own GRX?
As of Q4 2025, 50 institutional investors report holding GRX (The Gabelli Healthcare & Wellness Trust) in their 13F filings.
Who is the largest institutional holder of GRX?
The largest institutional holder of GRX is Saba Capital Management, L.P. with $20.4B in shares.
Is institutional ownership of GRX increasing or decreasing?
This quarter, 10 institutions opened new positions in GRX and 7 closed their positions.