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Gladstone Investment Corp
GAIN

Overview Fund Activity

83 hedge funds and large institutions have $119M invested in Gladstone Investment Corp in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 18 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
-2
Holders Change %
-2.35%
% of All Funds
1.11%
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
36
Reduced
18
Closed
14
Calls
$1.14M
Puts
$1.16M
Net Calls
-$26K
Net Calls Change
+$391K

Top Buyers

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

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
$0
2
AG
AmeriFlex Group
Nevada
$0
3
Two Sigma Advisers
Two Sigma Advisers
New York
$0
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
5
VIA
Virtus Investment Advisers
Connecticut
$767K
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
26
Realta Investment Advisors
Delaware
$603K +$460K +32,227 +322%
Raymond James Financial
27
Raymond James Financial
Florida
$583K +$11.6K +814 +2%
Canada Life
28
Canada Life
Manitoba, Canada
$531K +$30.5K +2,136 +6%
GAMC
29
Garner Asset Management Corp
Texas
$525K -$12.8K -896 -2%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$523K +$28.9K +2,021 +6%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$459K +$21.7K +1,522 +5%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$438K +$6.35K +445 +1%
Marshall Wace
33
Marshall Wace
United Kingdom
$428K +$428K +29,972 New
Osaic Holdings
34
Osaic Holdings
Arizona
$379K +$28.6K +2,161 +8%
Northern Trust
35
Northern Trust
Illinois
$355K +$178K +12,497 +101%
PFG
36
Prosperity Financial Group
California
$352K -$101K -7,050 -22%
Focus Partners Wealth
37
Focus Partners Wealth
Massachusetts
$283K +$4.68K +328 +2%
NA
38
NewEdge Advisors
Louisiana
$280K – – –
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$240K +$656 +46 +0.3%
PAG
40
Private Advisor Group
New Jersey
$225K +$2.17K +152 +1%
FIA
41
Foundations Investment Advisors
Arizona
$220K +$220K +15,410 New
Jane Street
42
Jane Street
New York
$203K -$120K -8,387 -37%
UCFA
43
United Capital Financial Advisors
Texas
$193K +$21.4K +1,500 +13%
VF
44
Virtu Financial
New York
$180K +$180K +12,592 New
Wells Fargo
45
Wells Fargo
California
$173K -$14.3K -999 -8%
SOW
46
State of Wyoming
Wyoming
$172K +$115K +8,079 +204%
HR
47
Hardy Reed
Mississippi
$153K +$8.08K +566 +6%
EH
48
Equitable Holdings
New York
$151K +$7.51K +526 +5%
CWM
49
Cornerstone Wealth Management
Missouri
$150K -$19.3K -1,349 -11%
GWM
50
Geneos Wealth Management
Colorado
$126K -$115K -8,071 -48%
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