Scharf Global Opportunity ETF
GKAT
9 hedge funds and large institutions have $113M invested in Scharf Global Opportunity ETF in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and closing their positions.
29% more funds holding
Funds holding: 7 → 9 (+2)
9% more capital invested
Capital invested by funds: $104M → $113M (+$9.52M)
0.54% more ownership
Funds ownership: 81.58% → 82.12% (+0.54%)
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
Top Buyers
| 1 |
SI
Scharf Investments
Los Gatos,
California
|
+$6.82M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.68M |
| 3 |
FFA
Farther Finance Advisors
San Francisco,
California
|
+$70K |
Top Sellers
| 1 |
UBS Group
Zurich,
Switzerland
|
-$1.23M |
| 2 |
VF
Virtu Financial
New York
|
-$717K |
| 3 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$13.7K |
| 4 |
RYIA
Roehl & Yi Investment Advisors
Eugene,
Oregon
|
-$9.15K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SI
1
Scharf Investments
Los Gatos,
California
| $109M | +$6.82M | +170,670 | +7% |
|
|
2
Citadel Advisors
Miami,
Florida
| $1.72M | +$1.68M | +41,965 | New |
|
|
3
Focus Partners Wealth
Boston,
Massachusetts
| $828K | -$13.7K | -342 | -2% |
|
|
RYIA
4
Roehl & Yi Investment Advisors
Eugene,
Oregon
| $758K | -$9.15K | -229 | -1% |
|
|
VF
5
Virtu Financial
New York
| $737K | -$717K | -17,923 | -50% |
|
|
LGWM
6
Litman Gregory Wealth Management
Larkspur,
California
| $217K | – | – | – |
|
|
FFA
7
Farther Finance Advisors
San Francisco,
California
| $71.6K | +$70K | +1,750 | New |
|
8
CIBC Private Wealth Group
Atlanta,
Georgia
| $68.5K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| $23.5K | -$1.23M | -30,776 | -98% |
|
GKAT Hedge Fund Activity: Q4 2025 in Review
9 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Scharf Global Opportunity ETF (GKAT) for Q4 2025, worth a combined $113M — up 9.2% from $104M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new GKAT positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 4 trimmed.
The largest buyer was Scharf Investments, adding an estimated $6.82M. The largest seller was UBS Group, cutting an estimated $1.23M.
- 9 institutional investors held Scharf Global Opportunity ETF (GKAT) as of Q4 2025, up from 7 in Q3 2025.
- Funds reported $113M of Scharf Global Opportunity ETF stock for Q4 2025, up 9.2% quarter-over-quarter.
- 2 funds opened new Scharf Global Opportunity ETF positions in Q4 2025 and 0 closed out, a net change of +2 holders.
- The largest Scharf Global Opportunity ETF buyer in Q4 2025 was Scharf Investments, an estimated $6.82M added.
- The largest Scharf Global Opportunity ETF seller in Q4 2025 was UBS Group, an estimated $1.23M sold.
Based on aggregated 13F filings for Q4 2025.