GDL

GDL Fund

26 hedge funds and large institutions have $40.5M invested in GDL Fund in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 0 closing their positions.

Holders
26
Holders Change
+4
Holders Change %
+18.18%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
5
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GCIA
1
Gabelli & Co Investment Advisers
New York
$15.4M 1,846,636
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$5.63M 675,249 -66,076 -9%
GI
3
GAMCO Investors
Connecticut
$3.68M 441,040
BI
4
Bulldog Investors
New Jersey
$3.43M 411,344 +43,833 +12%
Morgan Stanley
5
Morgan Stanley
New York
$2.38M 284,826 +4,390 +2%
AA
6
Ancora Advisors
Ohio
$1.46M 174,626
Bank of America
7
Bank of America
North Carolina
$1.43M 171,794 -7,915 -4%
CA
8
Cornerstone Advisors
North Carolina
$1.34M 160,103 +680 +0.4%
NA
9
NewEdge Advisors
Louisiana
$1.06M 127,074 +912 +0.7%
ZA
10
Zazove Associates
Nevada
$1.01M 120,522
CL
11
CSS LLC
Illinois
$973K 116,663 +15 +0%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$783K 93,898 -2,704 -3%
PAS
13
Park Avenue Securities
New York
$715K 85,652 +85,652 New
Stifel Financial
14
Stifel Financial
Missouri
$237K 28,370 +28,370 New
BBPWM
15
Blue Bell Private Wealth Management
Pennsylvania
$195K 23,343 +9,623 +70%
MC
16
Matisse Capital
Oregon
$141K 16,947 +16,947 New
Wells Fargo
17
Wells Fargo
California
$130K 15,631 -9,830 -39%
ICMP
18
Integrated Capital Management (Pennsylvania)
Pennsylvania
$130K 15,594 -411 -3%
VF
19
Virtu Financial
New York
$125K 14,981 +4,054 +37%
PAG
20
Private Advisor Group
New Jersey
$99.9K 11,970
Osaic Holdings
21
Osaic Holdings
Arizona
$68.9K 8,585 +4,391 +105%
UBS Group
22
UBS Group
Switzerland
$37.1K 4,451 +1,132 +34%
Raymond James Financial
23
Raymond James Financial
Florida
$29.1K 3,488 +3,488 New
MSFP
24
Mark Sheptoff Financial Planning
Connecticut
$16.7K 2,000
CFD
25
Creative Financial Designs
Indiana
$14.3K 1,717