Great Elm Group
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$5.85K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$3.4K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.59K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$668 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$1.94M |
| 2 |
Rockefeller Capital Management
New York
|
-$447K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
-$89.6K |
| 4 |
Millennium Management
New York
|
-$53.1K |
| 5 |
Renaissance Technologies
New York
|
-$30.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of America
Charlotte,
North Carolina
| – | -$4.31K | -1,690 | Closed |
|
|
FFO
27
Fortitude Family Office
Scottsdale,
Arizona
| – | -$729 | -286 | Closed |
|
|
PMFA
28
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$8 | -3 | Closed |
|
29
Citigroup
New York
| – | -$3 | -1 | Closed |
|
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.