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Gladstone Investment Corp

84 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, 19 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 19

66% more capital invested

Capital invested by funds: $71.8M → $119M (+$47.6M)

0.46% more ownership

Funds ownership: 14.59%15.06% (+0.46%)

2% less call options, than puts

Call options by funds: $1.14M | Put options by funds: $1.16M

2% less funds holding

Funds holding: 8684 (-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
84
Holders Change
-2
Holders Change %
-2.33%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
12
Increased
36
Reduced
19
Closed
14
Calls
$1.14M
Puts
$1.16M
Net Calls
-$26K
Net Calls Change
+$391K
Name Holding Trade Value Shares
Change
Change in
Stake
UBP
1
Union Bancaire Privee
Switzerland
$40.4M +$13.4K +959 +5%
MW
2
Melia Wealth
Oklahoma
$16.2M +$618K +44,232 +4%
VanEck Associates
3
VanEck Associates
New York
$11.9M +$394K +28,201 +3%
Morgan Stanley
4
Morgan Stanley
New York
$4.09M +$422K +30,211 +12%
UBS Group
5
UBS Group
Switzerland
$3.65M +$483K +34,557 +16%
BlackRock
6
BlackRock
New York
$3.58M +$715K +51,203 +26%
Legal & General Group
7
Legal & General Group
United Kingdom
$3.46M
OF
8
Outfitter Financial
Maine
$2.89M +$16.1K +1,150 +0.6%
LPL Financial
9
LPL Financial
California
$2.69M +$21.5K +1,537 +0.8%
William Blair & Company
10
William Blair & Company
Illinois
$2.42M +$15.9K +1,135 +0.7%
Millennium Management
11
Millennium Management
New York
$2.41M +$1.28M +91,773 +119%
DC
12
Davenport & Co
Virginia
$1.93M -$269K -19,277 -12%
AAM
13
Advisors Asset Management
Colorado
$1.64M -$8.28K -593 -0.5%
CCWM
14
Cassaday & Co Wealth Management
Virginia
$1.61M
LCWP
15
Legacy Capital Wealth Partners
Arkansas
$1.46M -$53.5K -3,831 -4%
PA
16
PFG Advisors
Arizona
$1.43M
Baird Financial Group
17
Baird Financial Group
Wisconsin
$1.3M -$8.88K -636 -0.7%
AUB
18
Atlantic Union Bankshares
Virginia
$1.22M -$41.9K -3,000 -3%
UAG
19
United Advisor Group
Ohio
$1.12M +$29.1K +2,083 +3%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.11M +$31.1K +2,229 +3%
HF
21
HRT Financial
New York
$820K +$580K +41,546 +260%
Two Sigma Investments
22
Two Sigma Investments
New York
$800K -$322K -23,045 -29%
VIA
23
Virtus Investment Advisers
Connecticut
$767K -$461K -33,003 -38%
Invesco
24
Invesco
Georgia
$735K +$719K +51,478 New
ADMI
25
Albert D. Mason Inc
Massachusetts
$686K -$44.5K -3,185 -6%

GAIN Hedge Fund Activity: Q2 2025 in Review

84 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Gladstone Investment Corp (GAIN) for Q2 2025, worth a combined $119M — up 66% from $71.8M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of GAIN and 12 opened new positions — a net loss of 2 holders — while 19 trimmed existing stakes and 36 added.

The largest buyer was Millennium Management, adding an estimated $1.28M. The largest seller was D.E. Shaw & Co, exiting entirely with an estimated $847K sold.

  • 84 institutional investors held Gladstone Investment Corp (GAIN) as of Q2 2025, down from 86 in Q1 2025.
  • Funds reported $119M of Gladstone Investment Corp stock for Q2 2025, up 66% quarter-over-quarter.
  • 12 funds opened new Gladstone Investment Corp positions in Q2 2025 and 14 closed out, a net change of -2 holders.
  • The largest Gladstone Investment Corp buyer in Q2 2025 was Millennium Management, an estimated $1.28M added.
  • The largest Gladstone Investment Corp seller in Q2 2025 was D.E. Shaw & Co, an estimated $847K sold.

Based on aggregated 13F filings for Q2 2025.