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GGZ

Gabelli Global Small and Mid-Cap Value Trust
GGZ

47 hedge funds and large institutions have $28.1M invested in Gabelli Global Small and Mid-Cap Value Trust in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

9% more funds holding

Funds holding: 43 → 47 (+4)

3% more capital invested

Capital invested by funds: $27.3M → $28.1M (+$827K)

0% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 11

0.18% less ownership

Funds ownership: 23.41% → 23.23% (-0.18%)

Holders
47
Holders Change
+4
Holders Change %
+9.3%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
11
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$380K
2
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
+$231K
3
1WA
180 Wealth Advisors
Washington
+$87.1K
4
Raymond James Financial
Raymond James Financial
Florida
+$83.1K
5
Osaic Holdings
Osaic Holdings
Arizona
+$72.1K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$926K
2
MC
Matisse Capital
Oregon
-$448K
3
Two Sigma Investments
Two Sigma Investments
New York
-$168K
4
Wells Fargo
Wells Fargo
California
-$155K
5
PMG
Private Management Group
California
-$147K
Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
26
International Assets Investment Management
Florida
$32K +$30.4K +2,135 New
NSIM
27
North Star Investment Management
Illinois
$6.75K – – –
FHA
28
Flagship Harbor Advisors
Massachusetts
$4.5K +$4.27K +300 New
BL
29
BFSG LLC
California
$3.9K – – –
SWA
30
SOA Wealth Advisors
New York
$3.63K – – –
SAG
31
SageView Advisory Group
California
$3.12K +$2.96K +208 New
AUB
32
Atlantic Union Bankshares
Virginia
$3K – – –
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$3K +$2.85K +200 New
HI
34
Harbour Investments
Wisconsin
$1.79K +$14 +1 +0.8%
MWA
35
Medallion Wealth Advisors
Connecticut
$1.5K +$1.42K +100 New
CA
36
Cornerstone Advisors
North Carolina
$1.23K -$199 -14 -15%
MCM
37
MAI Capital Management
Ohio
$1.09K +$1.04K +73 New
CAL
38
Capital Advisors Ltd
Ohio
$1K +$14 +1 +1%
LFG
39
Larson Financial Group
Missouri
$975 -$1.21K -85 -57%
Jones Financial Companies
40
Jones Financial Companies
Missouri
$750 +$712 +50 New
SWM
41
Spire Wealth Management
Virginia
$600 – – –
NA
42
NewEdge Advisors
Louisiana
$540 – – –
KFAS
43
Keating Financial Advisory Services
Kansas
$465 +$441 +31 New
BHWM
44
Beaird Harris Wealth Management
Texas
$300 – – –
FDW
45
Fourth Dimension Wealth
Ohio
$180 – – –
Two Sigma Investments
46
Two Sigma Investments
New York
– -$168K -11,601 Closed
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
– -$40.7K -2,820 Closed
ASN
48
Advisory Services Network
Georgia
– -$5.78K -400 Closed
AF
49
Allworth Financial
California
– -$2.44K -169 Closed
SIC
50
Salem Investment Counselors
North Carolina
– -$2.31K -160 Closed
1
2
3

GGZ Hedge Fund Activity: Q4 2025 in Review

47 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Gabelli Global Small and Mid-Cap Value Trust (GGZ) for Q4 2025, worth a combined $28.1M — up 3% from $27.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new GGZ positions and 5 closed out — a net gain of 4 holders — while 11 added to existing stakes and 11 trimmed.

The largest buyer was LPL Financial, adding an estimated $380K. The largest seller was Bank of America, cutting an estimated $926K.

  • 47 institutional investors held Gabelli Global Small and Mid-Cap Value Trust (GGZ) as of Q4 2025, up from 43 in Q3 2025.
  • Funds reported $28.1M of Gabelli Global Small and Mid-Cap Value Trust stock for Q4 2025, up 3% quarter-over-quarter.
  • 9 funds opened new Gabelli Global Small and Mid-Cap Value Trust positions in Q4 2025 and 5 closed out, a net change of +4 holders.
  • The largest Gabelli Global Small and Mid-Cap Value Trust buyer in Q4 2025 was LPL Financial, an estimated $380K added.
  • The largest Gabelli Global Small and Mid-Cap Value Trust seller in Q4 2025 was Bank of America, an estimated $926K sold.

Based on aggregated 13F filings for Q4 2025.