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Gladstone Capital
GLAD

78 hedge funds and large institutions have $53.3M invested in Gladstone Capital in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 9

124% more call options, than puts

Call options by funds: $1.12M | Put options by funds: $500K

28% more funds holding

Funds holding: 61 → 78 (+17)

1% less capital invested

Capital invested by funds: $53.8M → $53.3M (-$486K)

3.64% less ownership

Funds ownership: 12.03% → 8.39% (-3.6%)

10% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 20

Holders
78
Holders Change
+17
Holders Change %
+27.87%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
18
Reduced
20
Closed
9
Calls
$1.12M
Puts
$500K
Net Calls
+$620K
Net Calls Change
-$864K

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$1.21M
2
Goldman Sachs
Goldman Sachs
New York
+$736K
3
BlackRock
BlackRock
New York
+$496K
4
AFG
Atomi Financial Group
New York
+$464K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$397K

Top Sellers

Rank Fund Capital Flow
1
VanEck Associates
VanEck Associates
New York
-$9.89M
2
IAIM
International Assets Investment Management
Florida
-$9.55M
3
TI
Trexquant Investment
Connecticut
-$1.35M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$759K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$494K
Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
26
International Assets Investment Management
Florida
$465K -$9.55M -368,546 -96%
FFS
27
Fortress Financial Solutions
Arizona
$438K +$399K +15,391 New
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$436K +$397K +15,329 New
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$407K -$462K -17,840 -56%
AG
30
AmeriFlex Group
Nevada
$406K +$353K +13,624 New
KWM
31
Kingsview Wealth Management
Oregon
$322K +$294K +11,331 New
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$321K -$26.2K -1,012 -8%
Osaic Holdings
33
Osaic Holdings
Arizona
$313K +$22.8K +881 +9%
PAG
34
Private Advisor Group
New Jersey
$297K +$7.23K +279 +3%
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$284K -$349K -13,461 -57%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$277K +$2.2K +85 +0.9%
Deutsche Bank
37
Deutsche Bank
Germany
$270K – – –
GLA
38
Good Life Advisors
Pennsylvania
$256K -$229K -8,839 -50%
XF
39
XML Financial
Maryland
$250K -$12.4K -478 -5%
ACM
40
Aquatic Capital Management
Illinois
$246K +$224K +8,641 New
XT
41
XTX Topco
Cayman Islands
$241K +$219K +8,468 New
CCIA
42
Campbell & Co Investment Adviser
Maryland
$236K +$215K +8,286 New
WS
43
Wedbush Securities
California
$209K +$191K +7,356 New
PCIA
44
Prime Capital Investment Advisors
Kansas
$207K +$188K +7,269 New
National Bank of Canada
45
National Bank of Canada
Quebec, Canada
$119K – – –
Simplex Trading
46
Simplex Trading
Illinois
$106K +$97.3K +3,756 New
RFA
47
Register Financial Advisors
Georgia
$91.8K +$83.7K +3,228 New
PP
48
PFS Partners
New Jersey
$56K – – –
FFA
49
Farther Finance Advisors
California
$54.4K +$2.59K +100 +6%
PTC
50
Private Trust Company
Ohio
$44.7K +$16.2K +625 +66%
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GLAD Hedge Fund Activity: Q4 2024 in Review

78 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Gladstone Capital (GLAD) for Q4 2024, worth a combined $53.3M — down 0.9% from $53.8M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new GLAD positions and 9 closed out — a net gain of 19 holders — while 18 added to existing stakes and 20 trimmed.

The largest buyer was UBS Group, adding an estimated $1.21M. The largest seller was VanEck Associates, cutting an estimated $9.89M.

  • 78 institutional investors held Gladstone Capital (GLAD) as of Q4 2024, up from 61 in Q3 2024.
  • Funds reported $53.3M of Gladstone Capital stock for Q4 2024, down 0.9% quarter-over-quarter.
  • 28 funds opened new Gladstone Capital positions in Q4 2024 and 9 closed out, a net change of +19 holders.
  • The largest Gladstone Capital buyer in Q4 2024 was UBS Group, an estimated $1.21M added.
  • The largest Gladstone Capital seller in Q4 2024 was VanEck Associates, an estimated $9.89M sold.

Based on aggregated 13F filings for Q4 2024.