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Great Elm Group
GEG

23 hedge funds and large institutions have $11.6M invested in Great Elm Group in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 4

3.27% less ownership

Funds ownership: 22.17% → 18.9% (-3.3%)

15% less funds holding

Funds holding: 27 → 23 (-4)

38% less capital invested

Capital invested by funds: $18.7M → $11.6M (-$7.1M)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
23
Holders Change
-4
Holders Change %
-14.81%
% of All Funds
0.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
4
Reduced
4
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$5.85K
2
UBS Group
UBS Group
Switzerland
+$3.4K
3
TRCT
Tower Research Capital (TRC)
New York
+$1.59K
4
Citadel Advisors
Citadel Advisors
Florida
+$668

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$1.94M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$447K
3
Geode Capital Management
Geode Capital Management
Massachusetts
-$89.6K
4
Millennium Management
Millennium Management
New York
-$53.1K
5
Renaissance Technologies
Renaissance Technologies
New York
-$30.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
NRCM
1
Northern Right Capital Management
Connecticut
$7.93M – – –
Renaissance Technologies
2
Renaissance Technologies
New York
$1.02M -$30.3K -14,200 -3%
VCM
3
Vanguard Capital Management
Pennsylvania
$998K +$1.14M +533,944 New
BlackRock
4
BlackRock
New York
$625K +$5.85K +2,743 +0.8%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$260K -$89.6K -41,998 -23%
VFT
6
Vanguard Fiduciary Trust
Pennsylvania
$167K +$190K +89,145 New
State Street
7
State Street
Massachusetts
$155K – – –
Morgan Stanley
8
Morgan Stanley
New York
$86.3K – – –
BCM
9
Bridgeway Capital Management
Texas
$77.7K – – –
Millennium Management
10
Millennium Management
New York
$60.5K -$53.1K -24,895 -43%
Citadel Advisors
11
Citadel Advisors
Florida
$57.8K +$668 +313 +1%
Northern Trust
12
Northern Trust
Illinois
$56K – – –
TCOT
13
Trust Company of Toledo
Ohio
$28.1K – – –
Goldman Sachs
14
Goldman Sachs
New York
$21.5K -$1.94M -907,573 -99%
VGA
15
Vanguard Global Advisers
Pennsylvania
$11.4K +$13.1K +6,122 New
TRCT
16
Tower Research Capital (TRC)
New York
$5.03K +$1.59K +744 +38%
UBS Group
17
UBS Group
Switzerland
$3.02K +$3.4K +1,596 +8,867%
Osaic Holdings
18
Osaic Holdings
Arizona
$2.02K – – –
BWA
19
Basecamp Wealth Advisors
Washington
$503 – – –
Wells Fargo
20
Wells Fargo
California
$404 – – –
FDCDDQ
21
Federation des caisses Desjardins du Quebec
Quebec, Canada
$144 – – –
BC
22
Barrett & Company
Rhode Island
$24 – – –
FFA
23
Farther Finance Advisors
California
$6 – – –
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
– -$447K -175,145 Closed
Jane Street
25
Jane Street
New York
– -$27.1K -10,647 Closed
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GEG Hedge Fund Activity: Q1 2026 in Review

23 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Great Elm Group (GEG) for Q1 2026, worth a combined $11.6M — down 38% from $18.7M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of GEG and 3 opened new positions — a net loss of 3 holders — while 4 trimmed existing stakes and 4 added.

The largest buyer was BlackRock, adding an estimated $5.85K. The largest seller was Goldman Sachs, cutting an estimated $1.94M.

  • 23 institutional investors held Great Elm Group (GEG) as of Q1 2026, down from 27 in Q4 2025.
  • Funds reported $11.6M of Great Elm Group stock for Q1 2026, down 38% quarter-over-quarter.
  • 3 funds opened new Great Elm Group positions in Q1 2026 and 6 closed out, a net change of -3 holders.
  • The largest Great Elm Group buyer in Q1 2026 was BlackRock, an estimated $5.85K added.
  • The largest Great Elm Group seller in Q1 2026 was Goldman Sachs, an estimated $1.94M sold.

Based on aggregated 13F filings for Q1 2026.