G
Gabelli Global Small and Mid Cap Value Trust
GGZ • NYSE
Gabelli Global Small and Mid Cap Value Trust is a publicly traded company on NYSE. As of Q3 2025, 39 institutional investors hold shares in this company, with total holdings valued at $25.8M. MORGAN STANLEY is the largest holder with a position valued at $4.4M.
Websitegabelli.com
Overview
Overview of institutional ownership in GGZ as of Q3 2025
All Institutions
- Institutions
- 39
- Value Held
- $25.8M
- Shares Held
- 1.8M
- Avg Position
- $662.0K
- Median Position
- $167.6K
Hedge Funds
- Hedge Funds
- 3
- Value Held
- $2.4M
- Shares Held
- 163.5K
- Avg Position
- $787.4K
- Median Position
- $999.3K
Biggest Investors
Institutions with the largest positions in GGZ as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $4.4M 0.00% of portfolio |
 PRIVATE MANAGEMENT GROUP INC RIA/Wealth | $3.9M 0.12% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $2.2M 0.00% of portfolio |
 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC RIA/Wealth | $1.9M 0.29% of portfolio |
 180 WEALTH ADVISORS, LLC RIA/Wealth | $1.6M 0.19% of portfolio |
A Advisor Group Holdings, Inc. Institution | $1.4M 0.00% of portfolio |
 UBS Group AG Institution | $1.2M 0.00% of portfolio |
 GABELLI SECURITIES INC Hedge Fund•Multi-Strategy | $1.2M 0.20% of portfolio |
 Deschutes Portfolio Strategy, LLC RIA/Wealth | $1.0M 0.47% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $1.0M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for GGZ in Q3 2025
- Traded
- +$1.4M
- Buyers
- 19
- Sellers
- 9
- Total Bought
- +$3.1M
- Total Sold
- −$1.6M
- Avg Position
- $614.7K
Biggest Buyers
| Institution | Net Bought |
|---|---|
BANK OF AMERICA CORP /DE/ Institution | +$906.3K +62.7K shares |
B Beckerman Institutional, LLC Institution | +$837.3K +16.1K shares |
A Advisor Group Holdings, Inc. Institution | +$492.0K +34.2K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$445.1K +30.8K shares |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC RIA/Wealth | +$202.0K +14.0K shares |
180 WEALTH ADVISORS, LLC RIA/Wealth | +$78.3K +5.4K shares |
 NBC SECURITIES, INC. RIA/Wealth | +$41.5K +- shares |
 Rockefeller Capital Management L.P. Long Only Manager | +$40.7K +2.8K shares |
L LPL Financial LLC Institution | +$11.1K +770.0 shares |
A Advisory Services Network, LLC RIA/Wealth | +$5.8K +400.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | −$853.5K −64.1K shares |
UBS Group AG Institution | −$196.4K −13.6K shares |
 Private Advisor Group, LLC RIA/Wealth | −$172.9K −12.0K shares |
 STEPHENS INC /AR/ RIA/Wealth | −$139.7K −9.7K shares |
PRIVATE MANAGEMENT GROUP INC RIA/Wealth | −$84.3K −5.8K shares |
 TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | −$65.3K −4.5K shares |
 SILVERLAKE WEALTH MANAGEMENT LLC RIA/Wealth | −$63.4K −4.4K shares |
C CSS LLC/IL Institution | −$44.5K −3.1K shares |
MORGAN STANLEY RIA/Wealth | −$13.5K −932.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited GGZ in Q3 2025
- New Positions
- 6
- New Value
- $885.4K
- Exited Positions
- 2
- Exited Value
- $853.5K
New Positions
| Institution | Position Value |
|---|---|
B Beckerman Institutional, LLC Institution | $837.3K 57.9K shares |
NBC SECURITIES, INC. RIA/Wealth | $41.5K 2.9K shares |
S SOA Wealth Advisors, LLC. Institution | $3.5K 242.0 shares |
 Union Bankshares Corp Institution | $2.9K 200.0 shares |
 Beaird Harris Wealth Management, LLC RIA/Wealth | $289.0 20.0 shares |
 Janney Montgomery Scott LLC RIA/Wealth | - - shares |
Exited Positions
| Institution | Previous Position |
|---|---|
WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | $853.5K 64.1K shares |
Janney Montgomery Scott LLC RIA/Wealth | - 14.3K shares |
Options Activity
Institutions with the largest Call and Put options positions in GGZ as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with GGZ as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
B Beckerman Institutional, LLC Institution | 0.49% $837.3K |
Deschutes Portfolio Strategy, LLC RIA/Wealth | 0.47% $1.0M |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC RIA/Wealth | 0.29% $1.9M |
GABELLI SECURITIES INC Hedge Fund•Multi-Strategy | 0.20% $1.2M |
180 WEALTH ADVISORS, LLC RIA/Wealth | 0.19% $1.6M |
PRIVATE MANAGEMENT GROUP INC RIA/Wealth | 0.12% $3.9M |
C CSS LLC/IL Institution | 0.11% $630.9K |
SILVERLAKE WEALTH MANAGEMENT LLC RIA/Wealth | 0.05% $206.2K |
 CAPSTONE INVESTMENT ADVISORS, LLC Hedge Fund•Multi-Strategy | 0.01% $999.3K |
STEPHENS INC /AR/ RIA/Wealth | 0.01% $771.9K |
Hedge Fund Spotlight
Discover hedge funds investing in GGZ
TWO SIGMA INVESTMENTS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerScott David Hoffman
- Portfolio Value
- $62.0B
- Positions
- 3,252
- Last Reported
- Q3 2025
Sector Allocation
G
Position in Gabelli Global Small and Mid Cap Value Trust
- Market Value
- $167.6K
- Shares Held
- 11.6K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q2
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $680.4M | 1.10% | |
ETF ETF | $582.6M | 0.94% | |
ETF ETF | $489.6M | 0.79% |
