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Gladstone Investment Corp

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
Name Holding Trade Value Shares
Change
Shares
Change %
QT
51
Quantbot Technologies
New York
$105K +$105K +7,392 New
FFA
52
Farther Finance Advisors
California
$76.5K +$1.17K +82 +2%
JPMorgan Chase & Co
53
JPMorgan Chase & Co
New York
$75.7K +$68.6K +4,804 +961%
AF
54
Allworth Financial
California
$71.8K +$71.6K +5,017 +38,592%
NSIM
55
North Star Investment Management
Illinois
$71.4K
SPIA
56
Steward Partners Investment Advisory
New York
$51.4K
Bank of America
57
Bank of America
North Carolina
$34.3K -$104K -7,313 -75%
FHA
58
First Horizon Advisors
Tennessee
$32.2K +$32.2K +2,259 New
KTC
59
Kentucky Trust Company
Kentucky
$28.5K
ETC
60
Exchange Traded Concepts
Oklahoma
$27.1K +$27.1K +1,901 New
S
61
SignatureFD
Georgia
$18.9K +$4.61K +323 +32%
Jones Financial Companies
62
Jones Financial Companies
Missouri
$18.2K
EWA
63
EverSource Wealth Advisors
Alabama
$17.1K
National Bank of Canada
64
National Bank of Canada
Quebec, Canada
$14.2K
TRCT
65
Tower Research Capital (TRC)
New York
$13.9K -$42.6K -2,985 -75%
Comerica Bank
66
Comerica Bank
Texas
$13.6K +$13.6K +950 New
WSFS
67
Wilmington Savings Fund Society
Delaware
$12.6K
MCM
68
MAI Capital Management
Ohio
$12.4K +$4.48K +314 +56%
AssetMark Inc
69
AssetMark Inc
California
$12.1K +$12.1K +845 New
CSC
70
Caldwell Sutter Capital
California
$11.4K
PK
71
Pflug Koory
Nebraska
$9.63K
CFD
72
Creative Financial Designs
Indiana
$8.56K
MAWAG
73
Mid-American Wealth Advisory Group
Missouri
$5.72K +$5.72K +401 New
PA
74
Parallel Advisors
California
$3.75K -$1.46K -102 -28%
LFG
75
Larson Financial Group
Missouri
$3.2K +$57 +4 +2%