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Gladstone Investment Corp

86 hedge funds and large institutions have $71.8M 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

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

15% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 26

1% more funds holding

Funds holding: 8586 (+1)

5% more capital invested

Capital invested by funds: $68.7M → $71.8M (+$3.12M)

0.46% more ownership

Funds ownership: 14.13%14.59% (+0.46%)

34% less call options, than puts

Call options by funds: $805K | Put options by funds: $1.22M

Holders
86
Holders Change
+1
Holders Change %
+1.18%
% 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
Name Holding Trade Value Shares
Change
Change in
Stake
MW
1
Melia Wealth
Oklahoma
$14.5M +$596K +44,377 +4%
VanEck Associates
2
VanEck Associates
New York
$10.8M -$1.64M -121,906 -13%
Morgan Stanley
3
Morgan Stanley
New York
$3.42M +$633K +47,165 +23%
Legal & General Group
4
Legal & General Group
United Kingdom
$3.24M -$3.74K -279 -0.1%
UBS Group
5
UBS Group
Switzerland
$2.95M +$1.82M +135,324 +158%
OF
6
Outfitter Financial
Maine
$2.69M -$19.5K -1,450 -0.7%
BlackRock
7
BlackRock
New York
$2.67M -$71.4K -5,318 -3%
LPL Financial
8
LPL Financial
California
$2.49M -$45.7K -3,409 -2%
William Blair & Company
9
William Blair & Company
Illinois
$2.25M +$89.8K +6,691 +4%
DC
10
Davenport & Co
Virginia
$2.06M -$137K -10,183 -6%
AAM
11
Advisors Asset Management
Colorado
$1.54M -$17.6K -1,308 -1%
CCWM
12
Cassaday & Co Wealth Management
Virginia
$1.5M +$60.4K +4,500 +4%
LCWP
13
Legacy Capital Wealth Partners
Arkansas
$1.42M +$151K +11,232 +12%
PA
14
PFG Advisors
Arizona
$1.34M -$6.71K -500 -0.5%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$1.22M
AUB
16
Atlantic Union Bankshares
Virginia
$1.18M -$24.2K -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 +$237K +17,693 +29%
Millennium Management
19
Millennium Management
New York
$1.03M +$623K +46,407 +150%
UAG
20
United Advisor Group
Ohio
$1.02M -$510 -38 -0%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.01M +$64.8K +4,826 +7%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$847K +$614K +45,778 +260%
ADMI
23
Albert D. Mason Inc
Massachusetts
$685K +$17.9K +1,332 +3%
AG
24
AmeriFlex Group
Nevada
$617K -$74.4K -5,547 -11%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$564K -$61.7K -4,600 -10%

GAIN Hedge Fund Activity: Q1 2025 in Review

86 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Gladstone Investment Corp (GAIN) for Q1 2025, worth a combined $71.8M — up 4.5% from $68.7M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new GAIN positions and 9 closed out — a net gain of 2 holders — while 30 added to existing stakes and 26 trimmed.

The largest buyer was UBS Group, adding an estimated $1.82M. The largest seller was VanEck Associates, cutting an estimated $1.64M.

  • 86 institutional investors held Gladstone Investment Corp (GAIN) as of Q1 2025, up from 85 in Q4 2024.
  • Funds reported $71.8M of Gladstone Investment Corp stock for Q1 2025, up 4.5% quarter-over-quarter.
  • 11 funds opened new Gladstone Investment Corp positions in Q1 2025 and 9 closed out, a net change of +2 holders.
  • The largest Gladstone Investment Corp buyer in Q1 2025 was UBS Group, an estimated $1.82M added.
  • The largest Gladstone Investment Corp seller in Q1 2025 was VanEck Associates, an estimated $1.64M sold.

Based on aggregated 13F filings for Q1 2025.