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Gladstone Investment Corp
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Overview Fund Activity

84 hedge funds and large institutions have $68.3M invested in Gladstone Investment Corp in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 23 increasing their positions, 27 reducing their positions, and 11 closing their positions.

Holders
84
Holders Change
+4
Holders Change %
+5%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
23
Reduced
27
Closed
11
Calls
$947K
Puts
$1.33M
Net Calls
-$379K
Net Calls Change
-$508K

Top Buyers

1
CCWM
1
Cassaday & Co Wealth Management
Virginia
$1.43M
2
Invesco
2
Invesco
Georgia
$1.39M
3
UBS Group
3
UBS Group
Switzerland
$1.14M
4
Morgan Stanley
4
Morgan Stanley
New York
$2.77M
5
AG
5
AmeriFlex Group
Nevada
$699K

Top Sellers

1
Two Sigma Advisers
1
Two Sigma Advisers
New York
$621K
2
Two Sigma Investments
2
Two Sigma Investments
New York
$814K
3
Marshall Wace
3
Marshall Wace
United Kingdom
$0
4
AAM
4
Advisors Asset Management
Colorado
$1.55M
5
Legal & General Group
5
Legal & General Group
United Kingdom
$3.22M
Name Market Value Shares Shares
Change 		Shares
Change %
MW
1
Melia Wealth
Oklahoma
$13.8M 1,044,421 +36,298 +4%
VanEck Associates
2
VanEck Associates
New York
$12.3M 930,346 +32,678 +4%
Legal & General Group
3
Legal & General Group
United Kingdom
$3.22M 242,879 -25,427 -9%
Morgan Stanley
4
Morgan Stanley
New York
$2.77M 209,019 +53,932 +35%
BlackRock
5
BlackRock
New York
$2.72M 205,316 +35,014 +21%
OF
6
Outfitter Financial
Maine
$2.68M 202,595 -700 -0.3%
LPL Financial
7
LPL Financial
California
$2.52M 190,065 +28,660 +18%
DC
8
Davenport & Co
Virginia
$2.18M 164,722 -650 -0.4%
William Blair & Company
9
William Blair & Company
Illinois
$2.14M 161,745 +4,552 +3%
AAM
10
Advisors Asset Management
Colorado
$1.55M 116,766 -42,655 -27%
CCWM
11
Cassaday & Co Wealth Management
Virginia
$1.43M 108,000 +108,000 New
Invesco
12
Invesco
Georgia
$1.39M 105,146 +105,146 New
PA
13
PFG Advisors
Arizona
$1.34M 100,904 -1,000 -1%
LCWP
14
Legacy Capital Wealth Partners
Arkansas
$1.26M 94,856 -4,733 -5%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$1.21M 91,436 -1,411 -2%
AUB
16
Atlantic Union Bankshares
Virginia
$1.2M 90,418 +873 +1%
UBS Group
17
UBS Group
Switzerland
$1.14M 85,775 +54,718 +176%
UAG
18
United Advisor Group
Ohio
$1.01M 76,389 +6,310 +9%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$938K 70,812 -5,795 -8%
VEA
20
Virtus ETF Advisers
New York
$898K 67,802 +11,121 +20%
Two Sigma Investments
21
Two Sigma Investments
New York
$814K 61,427 -88,884 -59%
AG
22
AmeriFlex Group
Nevada
$699K 51,752 +51,752 New
ADMI
23
Albert D. Mason Inc
Massachusetts
$661K 49,909 -19,105 -28%
Raymond James Financial
24
Raymond James Financial
Florida
$651K 49,095 +49,095 New
Two Sigma Advisers
25
Two Sigma Advisers
New York
$621K 46,842 -95,300 -67%
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