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GDL

GDL Fund

32 hedge funds and large institutions have $42M invested in GDL Fund in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

19% more funds holding

Funds holding: 2732 (+5)

1.39% more ownership

Funds ownership: 42.66%44.05% (+1.4%)

2% more capital invested

Capital invested by funds: $41M → $42M (+$945K)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
32
Holders Change
+5
Holders Change %
+18.52%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
8
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GCIA
1
Gabelli & Co Investment Advisers
New York
$15.6M
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$5.01M +$5.03M +591,856 New
Morgan Stanley
3
Morgan Stanley
New York
$4M +$597K +70,295 +17%
GI
4
GAMCO Investors
Connecticut
$3.74M +$1.58M +186,052 +73%
BI
5
Bulldog Investors
New Jersey
$3.47M
AA
6
Ancora Advisors
Ohio
$1.48M
Bank of America
7
Bank of America
North Carolina
$1.43M -$12.8K -1,506 -0.9%
CA
8
Cornerstone Advisors
North Carolina
$1.1M -$149K -17,580 -12%
NA
9
NewEdge Advisors
Louisiana
$1.08M +$21.2K +2,497 +2%
ZA
10
Zazove Associates
Nevada
$1.02M
CL
11
CSS LLC
Illinois
$988K
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$787K +$2.34K +275 +0.3%
BBPWM
13
Blue Bell Private Wealth Management
Pennsylvania
$397K +$88.2K +10,389 +28%
SMA
14
Seven Mile Advisory
New Jersey
$338K +$3.87K +455 +1%
GC
15
GatePass Capital
Ohio
$241K +$241K +28,400 New
Stifel Financial
16
Stifel Financial
Missouri
$181K -$32.5K -3,828 -15%
EPW
17
Evolve Private Wealth
California
$164K +$165K +19,383 New
MC
18
Matisse Capital
Oregon
$144K
ICMP
19
Integrated Capital Management (Pennsylvania)
Pennsylvania
$131K -$2.9K -341 -2%
DI
20
Decision Investments
California
$128K +$128K +15,100 New
Wells Fargo
21
Wells Fargo
California
$124K +$8 +1 +0%
PAG
22
Private Advisor Group
New Jersey
$101K
CEFA
23
Closed-End Fund Advisors
Virginia
$95.2K +$95.5K +11,244 New
MCI
24
MRP Capital Investments
Georgia
$46.6K +$46.7K +5,500 New
UBS Group
25
UBS Group
Switzerland
$26.4K -$1.48K -174 -5%

GDL Hedge Fund Activity: Q4 2025 in Review

32 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in GDL Fund (GDL) for Q4 2025, worth a combined $42M — up 2.3% from $41M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new GDL positions and 4 closed out — a net gain of 5 holders — while 8 added to existing stakes and 6 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $5.03M. The largest seller was Kovitz Investment Group Partners, exiting entirely with an estimated $5.44M sold.

  • 32 institutional investors held GDL Fund (GDL) as of Q4 2025, up from 27 in Q3 2025.
  • Funds reported $42M of GDL Fund stock for Q4 2025, up 2.3% quarter-over-quarter.
  • 9 funds opened new GDL Fund positions in Q4 2025 and 4 closed out, a net change of +5 holders.
  • The largest GDL Fund buyer in Q4 2025 was Focus Partners Wealth, an estimated $5.03M added.
  • The largest GDL Fund seller in Q4 2025 was Kovitz Investment Group Partners, an estimated $5.44M sold.

Based on aggregated 13F filings for Q4 2025.