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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
RIA
51
Realta Investment Advisors
Delaware
$134K +$134K +10,000 New
Bank of America
52
Bank of America
North Carolina
$130K +$90.2K +6,723 +225%
Simplex Trading
53
Simplex Trading
Illinois
$92K +$1.99K +148 +2%
FFA
54
Farther Finance Advisors
California
$71.1K +$70.9K +5,282 New
NSIM
55
North Star Investment Management
Illinois
$66.8K
TRCT
56
Tower Research Capital (TRC)
New York
$53.6K +$52.8K +3,931 +15,724%
SOW
57
State of Wyoming
Wyoming
$52.8K -$53.7K -4,005 -50%
SPIA
58
Steward Partners Investment Advisory
New York
$48.1K +$8.05K +600 +20%
Citadel Advisors
59
Citadel Advisors
Florida
$44.2K +$44.4K +3,309 New
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$40.1K +$40.2K +2,992 +37,400%
Citigroup
61
Citigroup
New York
$30.3K +$3.31K +247 +12%
KTC
62
Kentucky Trust Company
Kentucky
$26.7K
Jones Financial Companies
63
Jones Financial Companies
Missouri
$17.6K +$10.7K +800 +163%
EWA
64
EverSource Wealth Advisors
Alabama
$16K
National Bank of Canada
65
National Bank of Canada
Quebec, Canada
$13.4K
S
66
SignatureFD
Georgia
$13.3K -$2.67K -199 -17%
WSFS
67
Wilmington Savings Fund Society
Delaware
$11.8K -$617 -46 -5%
BNP Paribas Financial Markets
68
BNP Paribas Financial Markets
France
$11.4K -$11.3K -845 -50%
CSC
69
Caldwell Sutter Capital
California
$10.7K
PK
70
Pflug Koory
Nebraska
$9.02K
CFD
71
Creative Financial Designs
Indiana
$8.02K
MCM
72
MAI Capital Management
Ohio
$7.44K
JP Morgan Chase
73
JP Morgan Chase
New York
$6.68K -$16.9K -1,261 -72%
FDCDDQ
74
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.68K
PA
75
Parallel Advisors
California
$4.88K +$1.61K +120 +49%

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.