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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Wells Fargo & Company/MnSell-3,352-22.9%11,280$93.96KQ1 2026Jul 08, 2026
Zazove Associates LlcBuy+120,522—120,522$1.00MQ1 2026Jun 18, 2026
Newedge Advisors, LlcBuy+888+0.7%128,420$128.42KQ1 2026May 18, 2026
Bank Of America CorpSell-678-0.4%168,259$1.40MQ1 2026May 18, 2026
Morgan StanleyBuy+23,453+5.0%496,226$4.13MQ1 2026May 15, 2026
Focus Partners WealthSell-19,068-3.2%572,788$4.77MQ1 2026May 15, 2026
Osaic Holdings, Inc.Buy+1,360+48.9%4,140$34.49KQ1 2026May 15, 2026
Mrp Capital Investments, LlcBuy+2,000+36.4%7,500$62.48KQ1 2026May 14, 2026
Gamco Investors, Inc. Et AlBuy+759+0.2%441,799$3.68MQ1 2026May 14, 2026
Kilter Group LlcBuy+83+5.5%1,603$13.35KQ1 2026May 14, 2026
Independent Advisor AllianceBuy+384,932—384,932$3.21MQ1 2026May 12, 2026
Td Waterhouse Canada Inc.Buy+300—300$2.49KQ1 2026May 12, 2026
Blue Bell Private Wealth Management, LlcBuy+7,393+15.8%54,269$452.06KQ1 2026May 11, 2026
Closed-End Fund Advisors, Inc.Buy+124+1.1%11,368$94.69KQ1 2026May 11, 2026
Bulldog Investors, LlpSell-174-0.0%409,748$3.41MQ1 2026May 08, 2026
Integrated Capital Management, Inc.Sell-1,616-10.5%13,831$115.21KQ1 2026May 07, 2026
Gatepass Capital, LlcBuy+24,750+87.1%53,150$442.74KQ1 2026May 06, 2026
Ubs Group AgSell-2,900-93.0%217$1.81KQ1 2026May 05, 2026
Envestnet Asset Management IncBuy+1,032+1.1%93,934$782.47KQ1 2026May 04, 2026
Private Advisor Group, LlcBuy+3,000+25.1%14,970$124.70KQ1 2026Apr 27, 2026
Decision Investments, IncBuy+100+0.7%15,200$126.62KQ1 2026Apr 22, 2026
Cornerstone Advisors, LlcSell-130,325-100.0%0$0.00Q1 2026Feb 13, 2026
Seven Mile AdvisorySell-39,954-100.0%0$0.00Q1 2026Feb 13, 2026
Stifel Financial CorpSell-21,391-100.0%0$0.00Q1 2026Feb 13, 2026
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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.

GDL Institutional Ownership Changes and 13F Activity Q1 2026 | InsiderSet