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Great Elm Group
GEG

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
27
Holders Change
–
Holders Change %
0%
% of All Funds
0.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
5
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$2.21M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$438K
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$66.2K
4
Citadel Advisors
Citadel Advisors
Florida
+$46.3K
5
BlackRock
BlackRock
New York
+$3.17K

Top Sellers

Rank Fund Capital Flow
1
KCM
Kingdon Capital Management
New York
-$2.86M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$198K
3
UBS Group
UBS Group
Switzerland
-$162K
4
Renaissance Technologies
Renaissance Technologies
New York
-$41.8K
5
Jane Street
Jane Street
New York
-$28.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
NRCM
1
Northern Right Capital Management
Connecticut
$10.8M – – –
Goldman Sachs
2
Goldman Sachs
New York
$2.34M +$2.21M +881,955 +2,378%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.51M -$198K -79,085 -12%
Renaissance Technologies
4
Renaissance Technologies
New York
$1.43M -$41.8K -16,700 -3%
BlackRock
5
BlackRock
New York
$845K +$3.17K +1,266 +0.4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$461K +$66.2K +26,460 +17%
Rockefeller Capital Management
7
Rockefeller Capital Management
New York
$447K +$438K +175,145 New
State Street
8
State Street
Massachusetts
$211K – – –
Millennium Management
9
Millennium Management
New York
$146K -$17.7K -7,080 -11%
Morgan Stanley
10
Morgan Stanley
New York
$118K – – –
BCM
11
Bridgeway Capital Management
Texas
$106K – – –
Citadel Advisors
12
Citadel Advisors
Florida
$78K +$46.3K +18,511 +153%
Northern Trust
13
Northern Trust
Illinois
$76.3K -$3K -1,197 -4%
TCOT
14
Trust Company of Toledo
Ohio
$38.3K – – –
Jane Street
15
Jane Street
New York
$27.1K -$28.2K -11,283 -51%
TRCT
16
Tower Research Capital (TRC)
New York
$4.96K +$1.34K +535 +38%
Bank of America
17
Bank of America
North Carolina
$4.31K -$7.8K -3,116 -65%
Osaic Holdings
18
Osaic Holdings
Arizona
$2.75K -$18 -7 -0.6%
FFO
19
Fortitude Family Office
Arizona
$729 +$716 +286 New
BWA
20
Basecamp Wealth Advisors
Washington
$686 +$673 +269 New
Wells Fargo
21
Wells Fargo
California
$551 – – –
FDCDDQ
22
Federation des caisses Desjardins du Quebec
Quebec, Canada
$196 – – –
UBS Group
23
UBS Group
Switzerland
$46 -$162K -64,804 -100%
BC
24
Barrett & Company
Rhode Island
$33 – – –
FFA
25
Farther Finance Advisors
California
$8 – – –
1
2

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.