GDL

GDL Fund

27 hedge funds and large institutions have $40.8M invested in GDL Fund in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
+5
Holders Change %
+22.73%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
5
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GCIA
1
Gabelli & Co Investment Advisers
New York
$15.4M
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$5.63M -$551K -66,076 -9%
GI
3
GAMCO Investors
Connecticut
$3.68M
BI
4
Bulldog Investors
New Jersey
$3.43M +$366K +43,833 +12%
Morgan Stanley
5
Morgan Stanley
New York
$2.38M +$36.6K +4,390 +2%
AA
6
Ancora Advisors
Ohio
$1.46M
Bank of America
7
Bank of America
North Carolina
$1.43M -$66K -7,915 -4%
CA
8
Cornerstone Advisors
North Carolina
$1.34M +$5.67K +680 +0.4%
NA
9
NewEdge Advisors
Louisiana
$1.06M +$7.61K +912 +0.7%
ZA
10
Zazove Associates
Nevada
$1.01M
CL
11
CSS LLC
Illinois
$973K +$125 +15 +0%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$783K -$22.6K -2,704 -3%
PAS
13
Park Avenue Securities
New York
$715K +$715K +85,652 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$296K +$123K +14,790 +71%
Stifel Financial
15
Stifel Financial
Missouri
$237K +$237K +28,370 New
BBPWM
16
Blue Bell Private Wealth Management
Pennsylvania
$195K +$80.3K +9,623 +70%
MC
17
Matisse Capital
Oregon
$141K +$141K +16,947 New
Wells Fargo
18
Wells Fargo
California
$130K -$82K -9,830 -39%
ICMP
19
Integrated Capital Management (Pennsylvania)
Pennsylvania
$130K -$3.43K -411 -3%
VF
20
Virtu Financial
New York
$125K +$33.8K +4,054 +37%
PAG
21
Private Advisor Group
New Jersey
$99.9K
Osaic Holdings
22
Osaic Holdings
Arizona
$68.9K +$35.2K +4,391 +105%
UBS Group
23
UBS Group
Switzerland
$37.1K +$9.45K +1,132 +34%
Raymond James Financial
24
Raymond James Financial
Florida
$29.1K +$29.1K +3,488 New
MSFP
25
Mark Sheptoff Financial Planning
Connecticut
$16.7K