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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
NP
51
NorthRock Partners
Minnesota
$146K
PCIA
52
Prime Capital Investment Advisors
Kansas
$146K -$6.55K -470 -4%
AHL
53
Abel Hall LLC
Louisiana
$142K
HF
54
HRT Financial
New York
$142K +$140K +10,017 New
RFA
55
Register Financial Advisors
Georgia
$135K
SOW
56
State of Wyoming
Wyoming
$134K -$73.1K -5,246 -36%
JP Morgan Chase
57
JP Morgan Chase
New York
$86.9K -$10.8K -772 -11%
AF
58
Allworth Financial
California
$73.8K +$404 +29 +0.6%
NSIM
59
North Star Investment Management
Illinois
$71K
UBP
60
Union Bancaire Privee
Switzerland
$50.7K -$165K -11,823 -77%
SPIA
61
Steward Partners Investment Advisory
New York
$42.6K
IAIM
62
International Assets Investment Management
Florida
$31.4K
KTC
63
Kentucky Trust Company
Kentucky
$28.4K
BH
64
Burk Holdings
Oklahoma
$24.2K +$23.8K +1,706 New
RDFA
65
Ritter Daniher Financial Advisory
Ohio
$22.3K +$376 +27 +2%
Nomura Asset Management
66
Nomura Asset Management
Japan
$20.8K +$20.4K +1,467 New
MCM
67
MAI Capital Management
Ohio
$20K
Jones Financial Companies
68
Jones Financial Companies
Missouri
$19.2K +$1.35K +97 +8%
EWA
69
EverSource Wealth Advisors
Alabama
$17K
S
70
SignatureFD
Georgia
$15.3K +$1.13K +81 +8%
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$14.9K +$14.6K +1,049 New
DFA
72
DHJJ Financial Advisors
Illinois
$14.3K +$13.9K +1,000 +20,000%
CSC
73
Caldwell Sutter Capital
California
$11.4K
CA
74
Crewe Advisors
Utah
$10.9K
SS
75
Sunbelt Securities
Texas
$10.2K +$181 +13 +2%