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Gladstone Capital

82 hedge funds and large institutions have $44.3M invested in Gladstone Capital in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 15 increasing their positions, 25 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

31% less capital invested

Capital invested by funds: $63.9M → $44.3M (-$19.6M)

40% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 25

Holders
82
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.7M
Puts
$1.2M
Net Calls
Net Calls Change

Top Sellers

1 -$2.28M
2 -$2.28M
3 -$2.04M
4
Goldman Sachs
Goldman Sachs
New York
-$1.59M
5
BlackRock
BlackRock
New York
-$1.34M
Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
51
Pinnacle Wealth Planning Services
Ohio
$39.6K
PP
52
PFS Partners
New Jersey
$34.2K
ASN
53
Advisory Services Network
Georgia
$30.7K
AF
54
Allworth Financial
California
$29.5K
WOSD
55
WFA of San Diego
California
$26.9K
Jones Financial Companies
56
Jones Financial Companies
Missouri
$25.9K
AUB
57
Atlantic Union Bankshares
Virginia
$24.3K
TCM
58
Triumph Capital Management
Colorado
$22.6K
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$21.9K
NFSG
60
Newbridge Financial Services Group
Florida
$17.4K
PTC
61
Private Trust Company
Ohio
$16.4K
SOADOR
62
State of Alaska Department of Revenue
Alaska
$15K
VWM
63
Vermillion Wealth Management
Minnesota
$8.68K
HHCP
64
Hilton Head Capital Partners
South Carolina
$8.57K
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$7.7K
TRCT
66
Tower Research Capital (TRC)
New York
$4.44K
Nomura Asset Management
67
Nomura Asset Management
Japan
$3.73K
MCI
68
MRP Capital Investments
Georgia
$3.5K
UBS AM
69
UBS AM
Illinois
$2.36K
KFI
70
Key Financial Inc
Pennsylvania
$1.74K
SPIA
71
Steward Partners Investment Advisory
New York
$1.74K
Russell Investments Group
72
Russell Investments Group
United Kingdom
$1.22K
VNA
73
Valley National Advisers
Pennsylvania
$1K
HFS
74
Hantz Financial Services
Michigan
$1K
KFP
75
Kerr Financial Planning
California
$985