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Gladstone Investment Corp
GAIN

Overview Fund Activity

83 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, 18 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
-2
Holders Change %
-2.35%
% 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
18
Closed
14
Calls
$1.14M
Puts
$1.16M
Net Calls
-$26K
Net Calls Change
+$391K

Top Buyers

1
UBP
Union Bancaire Privee
Switzerland
+$1.95M
2
Millennium Management
Millennium Management
New York
+$1.31M
3
Invesco
Invesco
Georgia
+$735K
4
BlackRock
BlackRock
New York
+$731K
5
MW
Melia Wealth
Oklahoma
+$631K

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$847K
2
AG
AmeriFlex Group
Nevada
-$617K
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$564K
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$481K
5
VIA
Virtus Investment Advisers
Connecticut
-$471K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBP
1
Union Bancaire Privee
Switzerland
$40.4M +$1.95M +959 +5%
MW
2
Melia Wealth
Oklahoma
$16.2M +$631K +44,232 +4%
VanEck Associates
3
VanEck Associates
New York
$11.9M +$402K +28,201 +3%
Morgan Stanley
4
Morgan Stanley
New York
$4.09M +$431K +30,211 +12%
UBS Group
5
UBS Group
Switzerland
$3.65M +$493K +34,557 +16%
BlackRock
6
BlackRock
New York
$3.58M +$731K +51,203 +26%
Legal & General Group
7
Legal & General Group
United Kingdom
$3.46M – – –
OF
8
Outfitter Financial
Maine
$2.89M +$16.4K +1,150 +0.6%
LPL Financial
9
LPL Financial
California
$2.69M +$21.9K +1,537 +0.8%
William Blair & Company
10
William Blair & Company
Illinois
$2.42M +$16.2K +1,135 +0.7%
Millennium Management
11
Millennium Management
New York
$2.41M +$1.31M +91,773 +119%
DC
12
Davenport & Co
Virginia
$1.93M -$275K -19,277 -12%
AAM
13
Advisors Asset Management
Colorado
$1.64M -$8.46K -593 -0.5%
CCWM
14
Cassaday & Co Wealth Management
Virginia
$1.61M – – –
LCWP
15
Legacy Capital Wealth Partners
Arkansas
$1.46M -$54.7K -3,831 -4%
PA
16
PFG Advisors
Arizona
$1.43M – – –
Baird Financial Group
17
Baird Financial Group
Wisconsin
$1.3M -$9.08K -636 -0.7%
AUB
18
Atlantic Union Bankshares
Virginia
$1.22M -$42.8K -3,000 -3%
UAG
19
United Advisor Group
Ohio
$1.12M +$29.7K +2,083 +3%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.11M +$31.8K +2,229 +3%
HF
21
HRT Financial
New York
$820K +$592K +41,546 +260%
Two Sigma Investments
22
Two Sigma Investments
New York
$800K -$329K -23,045 -29%
VIA
23
Virtus Investment Advisers
Connecticut
$767K -$471K -33,003 -38%
Invesco
24
Invesco
Georgia
$735K +$735K +51,478 New
ADMI
25
Albert D. Mason Inc
Massachusetts
$686K -$45.5K -3,185 -6%
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