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GDL

GDL Fund

22 hedge funds and large institutions have $39.2M invested in GDL Fund in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.46% less ownership

Funds ownership: 44.81%42.35% (-2.5%)

8% less capital invested

Capital invested by funds: $42.7M → $39.2M (-$3.46M)

19% less funds holding

Funds holding: 2722 (-5)

56% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 9

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
22
Holders Change
-5
Holders Change %
-18.52%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
2
Increased
4
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
26
Wolverine Asset Management
Illinois
-$6.05K -754 Closed
VWM
27
Venturi Wealth Management
Texas
-$3.8K -474 Closed
LWANC
28
Laurel Wealth Advisors (North Carolina)
North Carolina
-$802 -100 Closed

GDL Hedge Fund Activity: Q1 2025 in Review

22 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in GDL Fund (GDL) for Q1 2025, worth a combined $39.2M — down 8.1% from $42.7M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of GDL and 2 opened new positions — a net loss of 4 holders — while 9 trimmed existing stakes and 4 added.

The largest buyer was Bulldog Investors, opening a new position worth an estimated $3.03M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $4.92M sold.

  • 22 institutional investors held GDL Fund (GDL) as of Q1 2025, down from 27 in Q4 2024.
  • Funds reported $39.2M of GDL Fund stock for Q1 2025, down 8.1% quarter-over-quarter.
  • 2 funds opened new GDL Fund positions in Q1 2025 and 6 closed out, a net change of -4 holders.
  • The largest GDL Fund buyer in Q1 2025 was Bulldog Investors, an estimated $3.03M added.
  • The largest GDL Fund seller in Q1 2025 was Independent Advisor Alliance, an estimated $4.92M sold.

Based on aggregated 13F filings for Q1 2025.