Bulldog Investors, LLC
Hedge Fund • Activist
Bulldog Investors, LLC is an Activist Hedge Fund based in Saddle Brook, NJ led by Phillip Franklin Goldstein, reporting $456.0M in AUM as of Q3 2025 with 75% Unknown concentration and minimal technology exposure.
Managing PartnerPhillip Franklin Goldstein
- Portfolio Value
- $409.9M
- Positions
- 132
- Top Holding
- GAM at 4.97%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Bulldog Investors, LLC's portfolio (37% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Unknown Unknown | $20.4M | 4.97% | -$902.0K Sold | — 327.6K shares | |
Unknown Unknown | $20.3M | 4.95% | — | — 1.1M shares | |
Unknown Unknown | $19.8M | 4.84% | +$922.7K Bought | — 386.0K shares | |
Unknown Unknown | $17.5M | 4.27% | +$41.5K Bought | — 1.1M shares | |
Unknown Unknown | $15.5M | 3.79% | +$164.6K Bought | — 2.6M shares | |
Asset Management Financial Services | $14.6M | 3.56% | — | 2.95% 1.5M shares | |
Conglomerates Industrials | $12.6M | 3.08% | +$7.4K Bought | 2.94% 790.5K shares | |
Financial - Credit Services Financial Services | $10.6M | 2.58% | +$9.9K Bought | 2.88% 1.0M shares | |
Unknown Unknown | $10.4M | 2.54% | +$1.1M Bought | — 3.0M shares | |
Unknown Unknown | $10.1M | 2.46% | -$2.5M Sold | — 931.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Bulldog Investors, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
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Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Bulldog Investors, LLC
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