GDL FUND (GDL) Institutional Ownership Changes & 13F Activity
GDL FUND (GDL). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Independent Advisor Alliance, Cornerstone Advisors, Llc, Zazove Associates Llc, Seven Mile Advisory, and Gatepass Capital, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | Sell | -3,352 | -22.9% | 11,280 | $93.96K | Q1 2026 | Jul 08, 2026 |
| Zazove Associates Llc | Buy | +120,522 | — | 120,522 | $1.00M | Q1 2026 | Jun 18, 2026 |
| Newedge Advisors, Llc | Buy | +888 | +0.7% | 128,420 | $128.42K | Q1 2026 | May 18, 2026 |
| Bank Of America Corp | Sell | -678 | -0.4% | 168,259 | $1.40M | Q1 2026 | May 18, 2026 |
| Morgan Stanley | Buy | +23,453 | +5.0% | 496,226 | $4.13M | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | Sell | -19,068 | -3.2% | 572,788 | $4.77M | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Buy | +1,360 | +48.9% | 4,140 | $34.49K | Q1 2026 | May 15, 2026 |
| Mrp Capital Investments, Llc | Buy | +2,000 | +36.4% | 7,500 | $62.48K | Q1 2026 | May 14, 2026 |
| Gamco Investors, Inc. Et Al | Buy | +759 | +0.2% | 441,799 | $3.68M | Q1 2026 | May 14, 2026 |
| Kilter Group Llc | Buy | +83 | +5.5% | 1,603 | $13.35K | Q1 2026 | May 14, 2026 |
| Independent Advisor Alliance | Buy | +384,932 | — | 384,932 | $3.21M | Q1 2026 | May 12, 2026 |
| Td Waterhouse Canada Inc. | Buy | +300 | — | 300 | $2.49K | Q1 2026 | May 12, 2026 |
| Blue Bell Private Wealth Management, Llc | Buy | +7,393 | +15.8% | 54,269 | $452.06K | Q1 2026 | May 11, 2026 |
| Closed-End Fund Advisors, Inc. | Buy | +124 | +1.1% | 11,368 | $94.69K | Q1 2026 | May 11, 2026 |
| Bulldog Investors, Llp | Sell | -174 | -0.0% | 409,748 | $3.41M | Q1 2026 | May 08, 2026 |
| Integrated Capital Management, Inc. | Sell | -1,616 | -10.5% | 13,831 | $115.21K | Q1 2026 | May 07, 2026 |
| Gatepass Capital, Llc | Buy | +24,750 | +87.1% | 53,150 | $442.74K | Q1 2026 | May 06, 2026 |
| Ubs Group Ag | Sell | -2,900 | -93.0% | 217 | $1.81K | Q1 2026 | May 05, 2026 |
| Envestnet Asset Management Inc | Buy | +1,032 | +1.1% | 93,934 | $782.47K | Q1 2026 | May 04, 2026 |
| Private Advisor Group, Llc | Buy | +3,000 | +25.1% | 14,970 | $124.70K | Q1 2026 | Apr 27, 2026 |
| Decision Investments, Inc | Buy | +100 | +0.7% | 15,200 | $126.62K | Q1 2026 | Apr 22, 2026 |
| Cornerstone Advisors, Llc | Sell | -130,325 | -100.0% | 0 | $0.00 | Q1 2026 | Feb 13, 2026 |
| Seven Mile Advisory | Sell | -39,954 | -100.0% | 0 | $0.00 | Q1 2026 | Feb 13, 2026 |
| Stifel Financial Corp | Sell | -21,391 | -100.0% | 0 | $0.00 | Q1 2026 | Feb 13, 2026 |
Frequently asked questions about GDL activity
Which institutional owners are buying GDL?
Institutional owners buying GDL include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in GDL activity?
"Buy" means an investor increased their reported position in GDL compared to the prior reporting period. This reflects growing exposure to GDL FUND (GDL) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in GDL increasing?
Institutional interest in GDL can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related GDL Institutional Insights
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