Great Elm Group
27 hedge funds and large institutions have $18.7M invested in Great Elm Group in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
1% more capital invested
Capital invested by funds: $18.6M → $18.7M (+$96.4K)
0% more funds holding
Funds holding: 27 → 27 (0)
3.98% less ownership
Funds ownership: 26.15% → 22.17% (-4%)
38% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$2.21M |
| 2 |
Rockefeller Capital Management
New York
|
+$438K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$66.2K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$46.3K |
| 5 |
BlackRock
New York
|
+$3.17K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kingdon Capital Management
New York
|
-$2.86M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$198K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$162K |
| 4 |
Renaissance Technologies
New York
|
-$41.8K |
| 5 |
Jane Street
New York
|
-$28.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PMFA
26
Plante Moran Financial Advisors
Southfield,
Michigan
| $8 | +$8 | +3 | New |
|
27
Citigroup
New York
| $3 | +$3 | +1 | New |
|
|
KCM
28
Kingdon Capital Management
New York
| – | -$2.86M | -1,168,907 | Closed |
|
29
Dimensional Fund Advisors
Austin,
Texas
| – | -$28K | -11,419 | Closed |
|
30
Barclays
London,
United Kingdom
| – | -$684 | -279 | Closed |
|
31
Fidelity Investments
Boston,
Massachusetts
| – | -$206 | -84 | Closed |
|
GEG Hedge Fund Activity: Q4 2025 in Review
27 of the 8,245 institutional investors tracked by Wall St. Rank reported a position in Great Elm Group (GEG) for Q4 2025, worth a combined $18.7M — up 0.52% from $18.6M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new GEG positions and 4 closed out — a net gain of 1 holder — while 5 added to existing stakes and 8 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $2.21M. The largest seller was Kingdon Capital Management, exiting entirely with an estimated $2.86M sold.
- 27 institutional investors held Great Elm Group (GEG) as of Q4 2025, unchanged from Q3 2025.
- Funds reported $18.7M of Great Elm Group stock for Q4 2025, up 0.52% quarter-over-quarter.
- 5 funds opened new Great Elm Group positions in Q4 2025 and 4 closed out, a net change of +1 holder.
- The largest Great Elm Group buyer in Q4 2025 was Goldman Sachs, an estimated $2.21M added.
- The largest Great Elm Group seller in Q4 2025 was Kingdon Capital Management, an estimated $2.86M sold.
Based on aggregated 13F filings for Q4 2025.