GABELLI HEALTHCARE & WELL (GRX) Institutional Ownership Changes & 13F Activity

GABELLI HEALTHCARE & WELL (GRX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Saba Capital Management, L.P., Sit Investment Associates Inc, Lpl Financial Llc, Wells Fargo & Company/Mn, and Morgan Stanley.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Fmr LlcSell-1-100.0%0$0.00Q4 2025Nov 05, 2026
Anchor Investment Management, LlcBuy+164—164$1.58KQ4 2025Feb 26, 2026
Newedge Advisors, LlcBuy+66,689—66,689$642.22KQ4 2025Feb 18, 2026
Beacon Pointe Advisors, LlcBuy+32,600—32,600$313.94KQ4 2025Feb 18, 2026
Raymond James Financial IncBuy+32,006—32,006$308.22KQ4 2025Feb 18, 2026
Saba Capital Management, L.P.Buy+2,118,201—2,118,201$20.40MQ4 2025Feb 17, 2026
Evolve Private Wealth, LlcBuy+178,787—178,787$1.72MQ4 2025Feb 17, 2026
&PartnersBuy+118,714—118,714$1.14MQ4 2025Feb 17, 2026
Capstone Investment Advisors, LlcBuy+99,441—99,441$957.62KQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+65,943—65,943$634.00KQ4 2025Feb 17, 2026
Aqr Arbitrage LlcBuy+52,822—52,822$508.68KQ4 2025Feb 17, 2026
Waverly Advisors, LlcBuy+28,748—28,748$276.85KQ4 2025Feb 17, 2026
Creative PlanningBuy+26,907—26,907$259.12KQ4 2025Feb 17, 2026
Citadel Advisors LlcBuy+20,974—20,974$201.98KQ4 2025Feb 17, 2026
Private Advisor Group, LlcBuy+15,888—15,888$153.00KQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+14,094—14,094$135.75KQ4 2025Feb 17, 2026
Bank Of America CorpBuy+3,922—3,922$37.77KQ4 2025Feb 17, 2026
Rockefeller Capital Management L.P.Buy+1,017—1,017$9.80KQ4 2025Feb 17, 2026
Ancora Advisors LlcBuy+200—200$1.93KQ4 2025Feb 17, 2026
Wells Fargo & Company/MnBuy+250,830—250,830$2.42MQ4 2025Feb 13, 2026
Morgan StanleyBuy+199,618—199,618$1.92MQ4 2025Feb 13, 2026
Quarry LpBuy+27,469—27,469$264.53KQ4 2025Feb 13, 2026
Golden State Wealth Management, LlcBuy+1,811—1,811$17.44KQ4 2025Feb 13, 2026
Sit Investment Associates IncBuy+1,031,350—1,031,350$9.93MQ4 2025Feb 12, 2026
Commonwealth Equity Services, LlcBuy+18,495—18,495$178.11KQ4 2025Feb 12, 2026
Federation Des Caisses Desjardins Du QuebecBuy+48—48$462.00Q4 2025Feb 12, 2026
Lpl Financial LlcBuy+291,560—291,560$2.81MQ4 2025Feb 11, 2026
Janney Montgomery Scott LlcBuy+29,871—29,871$288.00KQ4 2025Feb 11, 2026
Closed-End Fund Advisors, Inc.Buy+11,744—11,744$113.09KQ4 2025Feb 11, 2026
Jpmorgan Chase & CoBuy+225—225$2.17KQ4 2025Feb 11, 2026
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Frequently asked questions about GRX activity

  • Which institutional owners are buying GRX?

    Institutional owners buying GRX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in GRX activity?

    "Buy" means an investor increased their reported position in GRX compared to the prior reporting period. This reflects growing exposure to GABELLI HEALTHCARE & WELL (GRX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in GRX increasing?

    Institutional interest in GRX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.