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Gladstone Investment Corp
GAIN

Overview Fund Activity

82 hedge funds and large institutions have $118M invested in Gladstone Investment Corp in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 18 reducing their positions, and 14 closing their positions.

Holders
82
Holders Change
-3
Holders Change %
-3.53%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
12
Increased
35
Reduced
18
Closed
14
Calls
$1.14M
Puts
$149K
Net Calls
+$989K
Net Calls Change
+$1.41M

Top Buyers

1
UBP
1
Union Bancaire Privee
Switzerland
$40.4M
2
Millennium Management
2
Millennium Management
New York
$2.41M
3
Invesco
3
Invesco
Georgia
$735K
4
BlackRock
4
BlackRock
New York
$3.58M
5
MW
5
Melia Wealth
Oklahoma
$16.2M

Top Sellers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$0
2
AG
2
AmeriFlex Group
Nevada
$0
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$0
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$0
5
VIA
5
Virtus Investment Advisers
Connecticut
$767K
Name Market Value Shares Shares
Change 		Shares
Change %
UBP
1
Union Bancaire Privee
Switzerland
$40.4M 19,806 +959 +5%
MW
2
Melia Wealth
Oklahoma
$16.2M 1,133,030 +44,232 +4%
VanEck Associates
3
VanEck Associates
New York
$11.9M 836,641 +28,201 +3%
Morgan Stanley
4
Morgan Stanley
New York
$4.09M 286,395 +30,211 +12%
UBS Group
5
UBS Group
Switzerland
$3.65M 255,656 +34,557 +16%
BlackRock
6
BlackRock
New York
$3.58M 251,201 +51,203 +26%
Legal & General Group
7
Legal & General Group
United Kingdom
$3.46M 242,600 – –
OF
8
Outfitter Financial
Maine
$2.89M 202,295 +1,150 +0.6%
LPL Financial
9
LPL Financial
California
$2.69M 188,193 +1,537 +0.8%
William Blair & Company
10
William Blair & Company
Illinois
$2.42M 169,571 +1,135 +0.7%
Millennium Management
11
Millennium Management
New York
$2.41M 169,197 +91,773 +119%
DC
12
Davenport & Co
Virginia
$1.93M 135,262 -19,277 -12%
AAM
13
Advisors Asset Management
Colorado
$1.64M 114,865 -593 -0.5%
CCWM
14
Cassaday & Co Wealth Management
Virginia
$1.61M 112,500 – –
LCWP
15
Legacy Capital Wealth Partners
Arkansas
$1.46M 102,257 -3,831 -4%
PA
16
PFG Advisors
Arizona
$1.43M 100,404 – –
Baird Financial Group
17
Baird Financial Group
Wisconsin
$1.3M 90,800 -636 -0.7%
AUB
18
Atlantic Union Bankshares
Virginia
$1.22M 85,613 -3,000 -3%
UAG
19
United Advisor Group
Ohio
$1.12M 78,434 +2,083 +3%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.11M 77,867 +2,229 +3%
HF
21
HRT Financial
New York
$820K 57,501 +41,546 +260%
Two Sigma Investments
22
Two Sigma Investments
New York
$800K 56,075 -23,045 -29%
VIA
23
Virtus Investment Advisers
Connecticut
$767K 53,768 -33,003 -38%
Invesco
24
Invesco
Georgia
$735K 51,478 +51,478 New
ADMI
25
Albert D. Mason Inc
Massachusetts
$686K 48,056 -3,185 -6%
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