GAIN icon

Gladstone Investment Corp
GAIN

Overview Fund Activity

85 hedge funds and large institutions have $71.4M 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
Holders
85
Holders Change
+1
Holders Change %
+1.19%
% 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

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$1.81M
2
VIA
Virtus Investment Advisers
Connecticut
+$1.16M
3
Morgan Stanley
Morgan Stanley
New York
+$630K
4
Millennium Management
Millennium Management
New York
+$620K
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$612K

Top Sellers

1
VanEck Associates
VanEck Associates
New York
-$1.63M
2
Invesco
Invesco
Georgia
-$1.39M
3
VEA
Virtus ETF Advisers
New York
-$898K
4
VF
Virtu Financial
New York
-$315K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$270K
Name Holding Trade Value Shares
Change 		Shares
Change %
MW
1
Melia Wealth
Oklahoma
$14.5M +$593K +44,377 +4%
VanEck Associates
2
VanEck Associates
New York
$10.8M -$1.63M -121,906 -13%
Morgan Stanley
3
Morgan Stanley
New York
$3.42M +$630K +47,165 +23%
Legal & General Group
4
Legal & General Group
United Kingdom
$3.24M -$3.73K -279 -0.1%
UBS Group
5
UBS Group
Switzerland
$2.95M +$1.81M +135,324 +158%
OF
6
Outfitter Financial
Maine
$2.69M -$19.4K -1,450 -0.7%
BlackRock
7
BlackRock
New York
$2.67M -$71K -5,318 -3%
LPL Financial
8
LPL Financial
California
$2.49M -$45.5K -3,409 -2%
William Blair & Company
9
William Blair & Company
Illinois
$2.25M +$89.4K +6,691 +4%
DC
10
Davenport & Co
Virginia
$2.06M -$136K -10,183 -6%
AAM
11
Advisors Asset Management
Colorado
$1.54M -$17.5K -1,308 -1%
CCWM
12
Cassaday & Co Wealth Management
Virginia
$1.5M +$60.1K +4,500 +4%
LCWP
13
Legacy Capital Wealth Partners
Arkansas
$1.42M +$150K +11,232 +12%
PA
14
PFG Advisors
Arizona
$1.34M -$6.68K -500 -0.5%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$1.22M – – –
AUB
16
Atlantic Union Bankshares
Virginia
$1.18M -$24.1K -1,805 -2%
VIA
17
Virtus Investment Advisers
Connecticut
$1.16M +$1.16M +86,771 New
Two Sigma Investments
18
Two Sigma Investments
New York
$1.06M +$236K +17,693 +29%
Millennium Management
19
Millennium Management
New York
$1.03M +$620K +46,407 +150%
UAG
20
United Advisor Group
Ohio
$1.02M -$508 -38 -0%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.01M +$64.4K +4,826 +7%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$847K +$612K +45,778 +260%
ADMI
23
Albert D. Mason Inc
Massachusetts
$685K +$17.8K +1,332 +3%
AG
24
AmeriFlex Group
Nevada
$617K -$74.1K -5,547 -11%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$564K -$61.5K -4,600 -10%
1
2 3 4