Gabelli Global Small and Mid-Cap Value Trust
GGZ
37 hedge funds and large institutions have $24.8M invested in Gabelli Global Small and Mid-Cap Value Trust in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 7 closing their positions.
8% more capital invested
Capital invested by funds: $23M → $24.8M (+$1.77M)
0.71% less ownership
Funds ownership: 23.77% → 23.06% (-0.71%)
12% less funds holding
Funds holding: 42 → 37 (-5)
17% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 12
71% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
+$199K |
| 2 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$145K |
| 3 |
BI
Beckerman Institutional
Ocean Grove,
New Jersey
|
+$143K |
| 4 |
1WA
180 Wealth Advisors
Federal Way,
Washington
|
+$78.7K |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
+$61.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$420K |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$273K |
| 3 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$171K |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$135K |
| 5 |
AC
Almitas Capital
Santa Monica,
California
|
-$130K |
GGZ Hedge Fund Activity: Q2 2025 in Review
37 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Gabelli Global Small and Mid-Cap Value Trust (GGZ) for Q2 2025, worth a combined $24.8M — up 7.7% from $23M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of GGZ and 2 opened new positions — a net loss of 5 holders — while 12 trimmed existing stakes and 10 added.
The largest buyer was Two Sigma Investments, opening a new position worth an estimated $199K. The largest seller was Morgan Stanley, cutting an estimated $420K.
- 37 institutional investors held Gabelli Global Small and Mid-Cap Value Trust (GGZ) as of Q2 2025, down from 42 in Q1 2025.
- Funds reported $24.8M of Gabelli Global Small and Mid-Cap Value Trust stock for Q2 2025, up 7.7% quarter-over-quarter.
- 2 funds opened new Gabelli Global Small and Mid-Cap Value Trust positions in Q2 2025 and 7 closed out, a net change of -5 holders.
- The largest Gabelli Global Small and Mid-Cap Value Trust buyer in Q2 2025 was Two Sigma Investments, an estimated $199K added.
- The largest Gabelli Global Small and Mid-Cap Value Trust seller in Q2 2025 was Morgan Stanley, an estimated $420K sold.
Based on aggregated 13F filings for Q2 2025.