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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Fmr Llc | Sell | -1 | -100.0% | 0 | $0.00 | Q4 2025 | Nov 05, 2026 |
| Anchor Investment Management, Llc | Buy | +164 | — | 164 | $1.58K | Q4 2025 | Feb 26, 2026 |
| Newedge Advisors, Llc | Buy | +66,689 | — | 66,689 | $642.22K | Q4 2025 | Feb 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +32,600 | — | 32,600 | $313.94K | Q4 2025 | Feb 18, 2026 |
| Raymond James Financial Inc | Buy | +32,006 | — | 32,006 | $308.22K | Q4 2025 | Feb 18, 2026 |
| Saba Capital Management, L.P. | Buy | +2,118,201 | — | 2,118,201 | $20.40M | Q4 2025 | Feb 17, 2026 |
| Evolve Private Wealth, Llc | Buy | +178,787 | — | 178,787 | $1.72M | Q4 2025 | Feb 17, 2026 |
| &Partners | Buy | +118,714 | — | 118,714 | $1.14M | Q4 2025 | Feb 17, 2026 |
| Capstone Investment Advisors, Llc | Buy | +99,441 | — | 99,441 | $957.62K | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +65,943 | — | 65,943 | $634.00K | Q4 2025 | Feb 17, 2026 |
| Aqr Arbitrage Llc | Buy | +52,822 | — | 52,822 | $508.68K | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, Llc | Buy | +28,748 | — | 28,748 | $276.85K | Q4 2025 | Feb 17, 2026 |
| Creative Planning | Buy | +26,907 | — | 26,907 | $259.12K | Q4 2025 | Feb 17, 2026 |
| Citadel Advisors Llc | Buy | +20,974 | — | 20,974 | $201.98K | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, Llc | Buy | +15,888 | — | 15,888 | $153.00K | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +14,094 | — | 14,094 | $135.75K | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +3,922 | — | 3,922 | $37.77K | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | Buy | +1,017 | — | 1,017 | $9.80K | Q4 2025 | Feb 17, 2026 |
| Ancora Advisors Llc | Buy | +200 | — | 200 | $1.93K | Q4 2025 | Feb 17, 2026 |
| Wells Fargo & Company/Mn | Buy | +250,830 | — | 250,830 | $2.42M | Q4 2025 | Feb 13, 2026 |
| Morgan Stanley | Buy | +199,618 | — | 199,618 | $1.92M | Q4 2025 | Feb 13, 2026 |
| Quarry Lp | Buy | +27,469 | — | 27,469 | $264.53K | Q4 2025 | Feb 13, 2026 |
| Golden State Wealth Management, Llc | Buy | +1,811 | — | 1,811 | $17.44K | Q4 2025 | Feb 13, 2026 |
| Sit Investment Associates Inc | Buy | +1,031,350 | — | 1,031,350 | $9.93M | Q4 2025 | Feb 12, 2026 |
| Commonwealth Equity Services, Llc | Buy | +18,495 | — | 18,495 | $178.11K | Q4 2025 | Feb 12, 2026 |
| Federation Des Caisses Desjardins Du Quebec | Buy | +48 | — | 48 | $462.00 | Q4 2025 | Feb 12, 2026 |
| Lpl Financial Llc | Buy | +291,560 | — | 291,560 | $2.81M | Q4 2025 | Feb 11, 2026 |
| Janney Montgomery Scott Llc | Buy | +29,871 | — | 29,871 | $288.00K | Q4 2025 | Feb 11, 2026 |
| Closed-End Fund Advisors, Inc. | Buy | +11,744 | — | 11,744 | $113.09K | Q4 2025 | Feb 11, 2026 |
| Jpmorgan Chase & Co | Buy | +225 | — | 225 | $2.17K | Q4 2025 | Feb 11, 2026 |
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.
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