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Gladstone Investment Corp

87 hedge funds and large institutions have $125M invested in Gladstone Investment Corp in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 22 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 22

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

4% more funds holding

Funds holding: 8487 (+3)

5% more capital invested

Capital invested by funds: $119M → $125M (+$5.81M)

0.97% more ownership

Funds ownership: 15.06%16.03% (+0.97%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11% less call options, than puts

Call options by funds: $710K | Put options by funds: $798K

Holders
87
Holders Change
+3
Holders Change %
+3.57%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
30
Reduced
22
Closed
12
Calls
$710K
Puts
$798K
Net Calls
-$88K
Net Calls Change
-$62K
Name Holding Trade Value Shares
Change
Change in
Stake
PA
76
Parallel Advisors
California
$3.63K
LFG
77
Larson Financial Group
Missouri
$3.15K +$56 +4 +2%
WANY
78
Wealthspire Advisors (New York)
New York
$2.48K +$2.54K +180 New
VNA
79
Valley National Advisers
Pennsylvania
$2K
OC
80
Oakworth Capital
Alabama
$1.38K
RBC
81
Roble Belko & Company
Pennsylvania
$1K +$28 +2 +2%
ETC
82
Exchange Traded Concepts
Oklahoma
$774 -$26K -1,845 -97%
QCG
83
Quadrant Capital Group
Ohio
$512 +$521 +37 New
ASN
84
Advisory Services Network
Georgia
$202 +$211 +15 New
HI
85
Harbour Investments
Wisconsin
$138
Citigroup
86
Citigroup
New York
$138 +$127 +9 +900%
DFA
87
DHJJ Financial Advisors
Illinois
$70
CAM
88
Creekmur Asset Management
Illinois
$4
HF
89
HRT Financial
New York
-$820K -57,501 Closed
Two Sigma Investments
90
Two Sigma Investments
New York
-$800K -56,075 Closed
RIA
91
Realta Investment Advisors
Delaware
-$603K -42,227 Closed
Jane Street
92
Jane Street
New York
-$203K -14,193 Closed
UCFA
93
United Capital Financial Advisors
Texas
-$193K -13,500 Closed
VF
94
Virtu Financial
New York
-$180K -12,592 Closed
EH
95
Equitable Holdings
New York
-$151K -10,602 Closed
CWM
96
Cornerstone Wealth Management
Missouri
-$150K -10,479 Closed
QT
97
Quantbot Technologies
New York
-$105K -7,392 Closed
WSFS
98
Wilmington Savings Fund Society
Delaware
-$12.6K -884 Closed
MAWAG
99
Mid-American Wealth Advisory Group
Missouri
-$5.72K -401 Closed
T
100
Transce3nd
Texas
-$499 -35 Closed

GAIN Hedge Fund Activity: Q3 2025 in Review

87 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Gladstone Investment Corp (GAIN) for Q3 2025, worth a combined $125M — up 4.9% from $119M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new GAIN positions and 12 closed out — a net gain of 4 holders — while 30 added to existing stakes and 22 trimmed.

The largest buyer was Marshall Wace, adding an estimated $3.74M. The largest seller was Millennium Management, cutting an estimated $1.76M.

  • 87 institutional investors held Gladstone Investment Corp (GAIN) as of Q3 2025, up from 84 in Q2 2025.
  • Funds reported $125M of Gladstone Investment Corp stock for Q3 2025, up 4.9% quarter-over-quarter.
  • 16 funds opened new Gladstone Investment Corp positions in Q3 2025 and 12 closed out, a net change of +4 holders.
  • The largest Gladstone Investment Corp buyer in Q3 2025 was Marshall Wace, an estimated $3.74M added.
  • The largest Gladstone Investment Corp seller in Q3 2025 was Millennium Management, an estimated $1.76M sold.

Based on aggregated 13F filings for Q3 2025.