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Gladstone Capital

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: 6178 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
51
Comerica Bank
Texas
$35.5K
Citigroup
52
Citigroup
New York
$35.1K +$8.32K +321 +35%
AA
53
AlphaMark Advisors
Kentucky
$28K +$25.3K +978 New
Group One Trading
54
Group One Trading
Illinois
$25.9K +$23.6K +911 New
NFSG
55
Newbridge Financial Services Group
Florida
$24.4K +$22.2K +858 New
Bank of America
56
Bank of America
North Carolina
$22.2K -$28.6K -1,104 -59%
APW
57
Aventura Private Wealth
Florida
$17.2K +$15.7K +606 New
Jones Financial Companies
58
Jones Financial Companies
Missouri
$15.3K +$11.3K +437 +437%
LFG
59
Larson Financial Group
Missouri
$14.2K
ANBT
60
American National Bank & Trust
Texas
$14.2K +$13K +500 New
OP
61
ORG Partners
Indiana
$14.2K +$13K +500 New
VWM
62
Vermillion Wealth Management
Minnesota
$14.2K +$13K +500 New
CAM
63
Creekmur Asset Management
Illinois
$6.51K +$207 +8 +4%
MCI
64
MRP Capital Investments
Georgia
$5.75K
Russell Investments Group
65
Russell Investments Group
United Kingdom
$5.69K
T
66
Transce3nd
Texas
$4.98K +$4.54K +175 New
PIS
67
POM Investment Strategies
North Carolina
$4.58K +$4.17K +161 New
HI
68
Harbour Investments
Wisconsin
$4.29K +$3.91K +151 New
AssetMark Inc
69
AssetMark Inc
California
$4.27K +$3.89K +150 New
HBW
70
Hazlett, Burt & Watson
West Virginia
$4K
VNA
71
Valley National Advisers
Pennsylvania
$2K
MSG
72
Main Street Group
Virginia
$1.42K
CIAM
73
Caitong International Asset Management
Hong Kong
$1.42K +$1.3K +50 New
HCP
74
Hexagon Capital Partners
Arkansas
$540 +$492 +19 New
RF
75
Robinswood Financial
Washington
$297

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.