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Gladstone Investment Corp

90 hedge funds and large institutions have $97M invested in Gladstone Investment Corp in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 26 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $2.06M | Put options by funds: $1.13M

12% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 26

0.34% more ownership

Funds ownership: 16.82%17.16% (+0.34%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

2% less funds holding

Funds holding: 9290 (-2)

23% less capital invested

Capital invested by funds: $126M → $97M (-$28.9M)

Holders
90
Holders Change
-2
Holders Change %
-2.17%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
29
Reduced
26
Closed
15
Calls
$2.06M
Puts
$1.13M
Net Calls
+$924K
Net Calls Change
+$942K
Name Holding Trade Value Shares
Change
Change in
Stake
MW
1
Melia Wealth
Oklahoma
$15.2M -$806K -57,810 -5%
Two Sigma Investments
2
Two Sigma Investments
New York
$11.4M +$8.56M +614,020 +323%
UBS Group
3
UBS Group
Switzerland
$10.4M +$268K +19,215 +3%
VanEck Associates
4
VanEck Associates
New York
$8.4M -$2.88M -207,026 -26%
Morgan Stanley
5
Morgan Stanley
New York
$4.8M +$33.7K +2,418 +0.7%
PA
6
PFG Advisors
Arizona
$4.48M +$140K +10,082 +3%
Legal & General Group
7
Legal & General Group
United Kingdom
$4.27M +$375K +26,946 +10%
BlackRock
8
BlackRock
New York
$2.95M -$1.57M -112,370 -35%
OF
9
Outfitter Financial
Maine
$2.91M +$10.8K +775 +0.4%
LPL Financial
10
LPL Financial
California
$2.66M -$90.5K -6,495 -3%
William Blair & Company
11
William Blair & Company
Illinois
$2.07M -$122K -8,728 -6%
DC
12
Davenport & Co
Virginia
$1.99M +$27.9K +2,000 +1%
Tudor Investment Corp
13
Tudor Investment Corp
Connecticut
$1.78M +$1.74M +125,209 New
LCWP
14
Legacy Capital Wealth Partners
Arkansas
$1.69M +$108K +7,739 +7%
AAM
15
Advisors Asset Management
Colorado
$1.55M +$198K +14,193 +15%
Squarepoint
16
Squarepoint
New York
$1.47M +$1.44M +103,510 New
AUB
17
Atlantic Union Bankshares
Virginia
$1.38M
Osaic Holdings
18
Osaic Holdings
Arizona
$1.35M +$95.4K +6,845 +8%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$1.28M -$6.98K -501 -0.6%
CCWM
20
Cassaday & Co Wealth Management
Virginia
$1.12M -$739K -53,000 -40%
UAG
21
United Advisor Group
Ohio
$1.1M +$95.6K +6,860 +10%
Jane Street
22
Jane Street
New York
$991K +$777K +55,758 +398%
ADMI
23
Albert D. Mason Inc
Massachusetts
$965K +$15.4K +1,103 +2%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$826K -$112K -8,050 -12%
Raymond James Financial
25
Raymond James Financial
Florida
$681K -$25.1K -1,802 -4%

GAIN Hedge Fund Activity: Q1 2026 in Review

90 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Gladstone Investment Corp (GAIN) for Q1 2026, worth a combined $97M — down 23% from $126M a quarter earlier.

Fund positioning in GAIN was balanced in Q1 2026: 15 funds opened new positions, 15 closed out, 29 added to existing stakes and 26 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $8.56M. The largest seller was VanEck Associates, cutting an estimated $2.88M.

  • 90 institutional investors held Gladstone Investment Corp (GAIN) as of Q1 2026, down from 92 in Q4 2025.
  • Funds reported $97M of Gladstone Investment Corp stock for Q1 2026, down 23% quarter-over-quarter.
  • 15 funds opened new Gladstone Investment Corp positions in Q1 2026 and 15 closed out, a net change of 0 holders.
  • The largest Gladstone Investment Corp buyer in Q1 2026 was Two Sigma Investments, an estimated $8.56M added.
  • The largest Gladstone Investment Corp seller in Q1 2026 was VanEck Associates, an estimated $2.88M sold.

Based on aggregated 13F filings for Q1 2026.