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Gladstone Capital

79 hedge funds and large institutions have $60.9M invested in Gladstone Capital in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more call options, than puts

Call options by funds: $1.66M | Put options by funds: $762K

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

75% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 16

8% more funds holding

Funds holding: 7379 (+6)

0.04% less ownership

Funds ownership: 10.16%10.12% (-0.04%)

2% less capital invested

Capital invested by funds: $62.3M → $60.9M (-$1.36M)

Holders
79
Holders Change
+6
Holders Change %
+8.22%
% of All Funds
1.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
28
Reduced
16
Closed
7
Calls
$1.66M
Puts
$762K
Net Calls
+$902K
Net Calls Change
+$1.29M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
51
First Horizon Advisors
Tennessee
$44K +$42.3K +1,632 New
PTC
52
Private Trust Company
Ohio
$42.4K
WOSD
53
WFA of San Diego
California
$41.8K +$40.1K +1,550 New
SPIA
54
Steward Partners Investment Advisory
New York
$36.9K +$35.4K +1,367 New
Comerica Bank
55
Comerica Bank
Texas
$33.7K
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$32K +$30.7K +1,187 New
Group One Trading
57
Group One Trading
Illinois
$29.5K +$28.3K +1,092 New
Jones Financial Companies
58
Jones Financial Companies
Missouri
$29K
APW
59
Aventura Private Wealth
Florida
$16.3K
OP
60
ORG Partners
Indiana
$13.5K
LFG
61
Larson Financial Group
Missouri
$13.5K
VWM
62
Vermillion Wealth Management
Minnesota
$13.5K
TRCT
63
Tower Research Capital (TRC)
New York
$10.9K -$14.6K -565 -58%
HAP
64
Harbor Asset Planning
Massachusetts
$10.4K +$10K +386 New
NFSG
65
Newbridge Financial Services Group
Florida
$8.82K -$27.7K -1,070 -77%
HI
66
Harbour Investments
Wisconsin
$6.8K +$104 +4 +2%
CAM
67
Creekmur Asset Management
Illinois
$6.35K +$130 +5 +2%
MCI
68
MRP Capital Investments
Georgia
$5.45K
Russell Investments Group
69
Russell Investments Group
United Kingdom
$5.39K
T
70
Transce3nd
Texas
$4.72K
W
71
WealthCollab
Washington
$4.58K +$4.4K +170 New
AssetMark Inc
72
AssetMark Inc
California
$4.07K +$26 +1 +0.7%
KFI
73
Key Financial Inc
Pennsylvania
$2.7K +$2.59K +100 New
VNA
74
Valley National Advisers
Pennsylvania
$2K
MSG
75
Main Street Group
Virginia
$1.36K

GLAD Hedge Fund Activity: Q2 2025 in Review

79 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Gladstone Capital (GLAD) for Q2 2025, worth a combined $60.9M — down 2.2% from $62.3M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new GLAD positions and 7 closed out — a net gain of 6 holders — while 28 added to existing stakes and 16 trimmed.

The largest buyer was UBS Group, adding an estimated $963K. The largest seller was Two Sigma Investments, cutting an estimated $1.39M.

  • 79 institutional investors held Gladstone Capital (GLAD) as of Q2 2025, up from 73 in Q1 2025.
  • Funds reported $60.9M of Gladstone Capital stock for Q2 2025, down 2.2% quarter-over-quarter.
  • 13 funds opened new Gladstone Capital positions in Q2 2025 and 7 closed out, a net change of +6 holders.
  • The largest Gladstone Capital buyer in Q2 2025 was UBS Group, an estimated $963K added.
  • The largest Gladstone Capital seller in Q2 2025 was Two Sigma Investments, an estimated $1.39M sold.

Based on aggregated 13F filings for Q2 2025.