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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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less call options, than puts

Call options by funds: $ | Put options by funds: $

2% less funds holding

Funds holding: 8583 (-2)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
83
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.14M
Puts
$1.16M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QT
51
Quantbot Technologies
New York
$105K
FFA
52
Farther Finance Advisors
California
$76.5K
JPMorgan Chase & Co
53
JPMorgan Chase & Co
New York
$75.7K
AF
54
Allworth Financial
California
$71.8K
NSIM
55
North Star Investment Management
Illinois
$71.3K
SPIA
56
Steward Partners Investment Advisory
New York
$51.4K
Bank of America
57
Bank of America
North Carolina
$34.3K
FHA
58
First Horizon Advisors
Tennessee
$32.2K
KTC
59
Kentucky Trust Company
Kentucky
$28.5K
ETC
60
Exchange Traded Concepts
Oklahoma
$27.1K
S
61
SignatureFD
Georgia
$18.9K
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
Comerica Bank
66
Comerica Bank
Texas
$13.6K
WSFS
67
Wilmington Savings Fund Society
Delaware
$12.6K
MCM
68
MAI Capital Management
Ohio
$12.4K
AssetMark Inc
69
AssetMark Inc
California
$12.1K
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
PA
74
Parallel Advisors
California
$3.75K
LFG
75
Larson Financial Group
Missouri
$3.2K