We are live on ! Find out more
GAIN icon

Gladstone Investment Corp

86 hedge funds and large institutions have $71.8M invested in Gladstone Investment Corp in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

15% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 26

1% more funds holding

Funds holding: 8586 (+1)

5% more capital invested

Capital invested by funds: $68.7M → $71.8M (+$3.12M)

0.46% more ownership

Funds ownership: 14.13%14.59% (+0.46%)

34% less call options, than puts

Call options by funds: $805K | Put options by funds: $1.22M

Holders
86
Holders Change
+1
Holders Change %
+1.18%
% of All Funds
1.15%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
30
Reduced
26
Closed
9
Calls
$805K
Puts
$1.22M
Net Calls
-$417K
Net Calls Change
-$38K
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
26
Raymond James Financial
Florida
$535K -$121K -9,052 -18%
GAMC
27
Garner Asset Management Corp
Texas
$504K -$31.5K -2,345 -6%
Qube Research & Technologies (QRT)
28
Qube Research & Technologies (QRT)
United Kingdom
$481K +$38.2K +2,847 +9%
Canada Life
29
Canada Life
Manitoba, Canada
$470K +$72.1K +5,376 +18%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$462K +$7.34K +547 +2%
IFG
31
Independent Financial Group
California
$432K
PFG
32
Prosperity Financial Group
California
$424K -$31.5K -2,350 -7%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$409K +$210K +15,660 +105%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$404K -$58.7K -4,376 -13%
Osaic Holdings
35
Osaic Holdings
Arizona
$353K -$37.7K -2,811 -10%
Jane Street
36
Jane Street
New York
$302K +$303K +22,580 New
NA
37
NewEdge Advisors
Louisiana
$262K +$15.4K +1,150 +6%
Focus Partners Wealth
38
Focus Partners Wealth
Massachusetts
$261K +$262K +19,527 New
UBP
39
Union Bancaire Privee
Switzerland
$252K
GWM
40
Geneos Wealth Management
Colorado
$226K +$227K +16,920 New
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$224K -$47.9K -3,573 -18%
HF
42
HRT Financial
New York
$213K +$214K +15,955 New
PAG
43
Private Advisor Group
New Jersey
$208K +$349 +26 +0.2%
SIS
44
Sound Income Strategies
Florida
$198K +$2.48K +185 +1%
Wells Fargo
45
Wells Fargo
California
$175K +$52.6K +3,916 +43%
Northern Trust
46
Northern Trust
Illinois
$165K -$199K -14,843 -55%
UCFA
47
United Capital Financial Advisors
Texas
$160K +$161K +12,000 New
CWM
48
Cornerstone Wealth Management
Missouri
$158K +$21.5K +1,600 +16%
HR
49
Hardy Reed
Mississippi
$136K +$136K +10,167 New
EH
50
Equitable Holdings
New York
$135K +$135K +10,076 New

GAIN Hedge Fund Activity: Q1 2025 in Review

86 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Gladstone Investment Corp (GAIN) for Q1 2025, worth a combined $71.8M — up 4.5% from $68.7M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new GAIN positions and 9 closed out — a net gain of 2 holders — while 30 added to existing stakes and 26 trimmed.

The largest buyer was UBS Group, adding an estimated $1.82M. The largest seller was VanEck Associates, cutting an estimated $1.64M.

  • 86 institutional investors held Gladstone Investment Corp (GAIN) as of Q1 2025, up from 85 in Q4 2024.
  • Funds reported $71.8M of Gladstone Investment Corp stock for Q1 2025, up 4.5% quarter-over-quarter.
  • 11 funds opened new Gladstone Investment Corp positions in Q1 2025 and 9 closed out, a net change of +2 holders.
  • The largest Gladstone Investment Corp buyer in Q1 2025 was UBS Group, an estimated $1.82M added.
  • The largest Gladstone Investment Corp seller in Q1 2025 was VanEck Associates, an estimated $1.64M sold.

Based on aggregated 13F filings for Q1 2025.