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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$380K |
| 2 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$231K |
| 3 |
1WA
180 Wealth Advisors
Federal Way,
Washington
|
+$87.1K |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$83.1K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$72.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$926K |
| 2 |
MC
Matisse Capital
Portland,
Oregon
|
-$448K |
| 3 |
Two Sigma Investments
New York
|
-$168K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$155K |
| 5 |
PMG
Private Management Group
Irvine,
California
|
-$147K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$1.78K | -125 | -83% |
|
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.