Gabelli Global Small and Mid-Cap Value Trust
GGZ
43 hedge funds and large institutions have $27.3M invested in Gabelli Global Small and Mid-Cap Value Trust in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
16% more funds holding
Funds holding: 37 → 43 (+6)
10% more capital invested
Capital invested by funds: $24.8M → $27.3M (+$2.51M)
0.35% more ownership
Funds ownership: 23.06% → 23.41% (+0.35%)
0% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$877K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$478K |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$431K |
| 4 |
BI
Beckerman Institutional
Ocean Grove,
New Jersey
|
+$225K |
| 5 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$196K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$854K |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$191K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$190K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$167K |
| 5 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$135K |
GGZ Hedge Fund Activity: Q3 2025 in Review
43 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Gabelli Global Small and Mid-Cap Value Trust (GGZ) for Q3 2025, worth a combined $27.3M — up 10% from $24.8M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new GGZ positions and 2 closed out — a net gain of 6 holders — while 10 added to existing stakes and 10 trimmed.
The largest buyer was Bank of America, adding an estimated $877K. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $854K sold.
- 43 institutional investors held Gabelli Global Small and Mid-Cap Value Trust (GGZ) as of Q3 2025, up from 37 in Q2 2025.
- Funds reported $27.3M of Gabelli Global Small and Mid-Cap Value Trust stock for Q3 2025, up 10% quarter-over-quarter.
- 8 funds opened new Gabelli Global Small and Mid-Cap Value Trust positions in Q3 2025 and 2 closed out, a net change of +6 holders.
- The largest Gabelli Global Small and Mid-Cap Value Trust buyer in Q3 2025 was Bank of America, an estimated $877K added.
- The largest Gabelli Global Small and Mid-Cap Value Trust seller in Q3 2025 was Wolverine Asset Management, an estimated $854K sold.
Based on aggregated 13F filings for Q3 2025.