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Gladstone Capital
GLAD

Overview Fund Activity

77 hedge funds and large institutions have $60M invested in Gladstone Capital in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
77
Holders Change
+5
Holders Change %
+6.94%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
28
Reduced
15
Closed
7
Calls
$701K
Puts
$10K
Net Calls
+$691K
Net Calls Change
+$1.08M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$4.52M
2
BlackRock
2
BlackRock
New York
$3.49M
3
VanEck Associates
3
VanEck Associates
New York
$13.4M
4
HF
4
HRT Financial
New York
$869K
5
Raymond James Financial
5
Raymond James Financial
Florida
$1.18M

Top Sellers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$1.74M
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$2.97M
3
AAM
3
Advisors Asset Management
Colorado
$1.53M
4
ECM
4
ExodusPoint Capital Management
New York
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$410K
Name Market Value Shares Shares
Change 		Shares
Change %
PTC
51
Private Trust Company
Ohio
$42.4K 1,573 – –
WOSD
52
WFA of San Diego
California
$41.8K 1,550 +1,550 New
SPIA
53
Steward Partners Investment Advisory
New York
$36.9K 1,367 +1,367 New
Comerica Bank
54
Comerica Bank
Texas
$33.7K 1,250 – –
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$32K 1,187 +1,187 New
Group One Trading
56
Group One Trading
Illinois
$29.5K 1,092 +1,092 New
Jones Financial Companies
57
Jones Financial Companies
Missouri
$29K 1,084 – –
OP
58
ORG Partners
Indiana
$13.5K 500 – –
LFG
59
Larson Financial Group
Missouri
$13.5K 500 – –
VWM
60
Vermillion Wealth Management
Minnesota
$13.5K 500 – –
TRCT
61
Tower Research Capital (TRC)
New York
$10.9K 405 -565 -58%
HAP
62
Harbor Asset Planning
Massachusetts
$10.4K 386 +386 New
NFSG
63
Newbridge Financial Services Group
Florida
$8.82K 327 -1,070 -77%
HI
64
Harbour Investments
Wisconsin
$6.8K 252 +4 +2%
CAM
65
Creekmur Asset Management
Illinois
$6.35K 236 +5 +2%
MCI
66
MRP Capital Investments
Georgia
$5.45K 202 – –
Russell Investments Group
67
Russell Investments Group
United Kingdom
$5.39K 200 – –
T
68
Transce3nd
Texas
$4.72K 175 – –
W
69
WealthCollab
Washington
$4.59K 170 +170 New
AssetMark Inc
70
AssetMark Inc
California
$4.07K 151 +1 +0.7%
KFI
71
Key Financial Inc
Pennsylvania
$2.7K 100 +100 New
VNA
72
Valley National Advisers
Pennsylvania
$2K 100 – –
MSG
73
Main Street Group
Virginia
$1.36K 50 – –
CIAM
74
Caitong International Asset Management
Hong Kong
$1.24K 46 – –
IA
75
IFP Advisors
Florida
$1.15K 42 +42 New
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