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Great Elm Group

25 hedge funds and large institutions have $17M invested in Great Elm Group in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.52% more ownership

Funds ownership: 30.26%31.78% (+1.5%)

4% more capital invested

Capital invested by funds: $16.3M → $17M (+$732K)

0% more funds holding

Funds holding: 2525 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

40% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 5

Holders
25
Holders Change
Holders Change %
0%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
3
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BP
26
Ballentine Partners
Massachusetts
-$72.4K -40,000 Closed
OC
27
Oppenheimer & Co
New York
-$29.5K -16,272 Closed
TRCT
28
Tower Research Capital (TRC)
New York
-$2.45K -1,355 Closed
GWSA
29
Global Wealth Strategies & Associates
Colorado
-$24 -13 Closed

GEG Hedge Fund Activity: Q1 2025 in Review

25 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Great Elm Group (GEG) for Q1 2025, worth a combined $17M — up 4.5% from $16.3M a quarter earlier.

Fund positioning in GEG was balanced in Q1 2025: 4 funds opened new positions, 4 closed out, 3 added to existing stakes and 5 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $61.6K. The largest seller was Ballentine Partners, exiting entirely with an estimated $72.4K sold.

  • 25 institutional investors held Great Elm Group (GEG) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $17M of Great Elm Group stock for Q1 2025, up 4.5% quarter-over-quarter.
  • 4 funds opened new Great Elm Group positions in Q1 2025 and 4 closed out, a net change of 0 holders.
  • The largest Great Elm Group buyer in Q1 2025 was Susquehanna International Group, an estimated $61.6K added.
  • The largest Great Elm Group seller in Q1 2025 was Ballentine Partners, an estimated $72.4K sold.

Based on aggregated 13F filings for Q1 2025.