GGZ

Gabelli Global Small and Mid-Cap Value Trust

46 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 8 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
26
International Assets Investment Management
Florida
$32K
NSIM
27
North Star Investment Management
Illinois
$6.75K
FHA
28
Flagship Harbor Advisors
Massachusetts
$4.5K
BL
29
BFSG LLC
California
$3.9K
SWA
30
SOA Wealth Advisors
New York
$3.63K
SAG
31
SageView Advisory Group
California
$3.12K
AUB
32
Atlantic Union Bankshares
Virginia
$3K
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$3K
HI
34
Harbour Investments
Wisconsin
$1.79K
CA
35
Cornerstone Advisors
North Carolina
$1.23K
MCM
36
MAI Capital Management
Ohio
$1.09K
CAL
37
Capital Advisors Ltd
Ohio
$1K
LFG
38
Larson Financial Group
Missouri
$975
Jones Financial Companies
39
Jones Financial Companies
Missouri
$750
SWM
40
Spire Wealth Management
Virginia
$600
NA
41
NewEdge Advisors
Louisiana
$540
KFAS
42
Keating Financial Advisory Services
Kansas
$465
BHWM
43
Beaird Harris Wealth Management
Texas
$300
FDW
44
Fourth Dimension Wealth
Ohio
$180
Two Sigma Investments
45
Two Sigma Investments
New York
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
ASN
47
Advisory Services Network
Georgia
AF
48
Allworth Financial
California
SIC
49
Salem Investment Counselors
North Carolina
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada