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Gladstone Capital
GLAD

Overview Fund Activity

78 hedge funds and large institutions have $61.1M invested in Gladstone Capital in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+6
Holders Change %
+8.33%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
29
Reduced
15
Closed
7
Calls
$1.66M
Puts
$762K
Net Calls
+$902K
Net Calls Change
+$1.29M

Top Buyers

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

Top Sellers

1
Two Sigma Investments
Two Sigma Investments
New York
$1.74M
2
Two Sigma Advisers
Two Sigma Advisers
New York
$2.97M
3
AAM
Advisors Asset Management
Colorado
$1.53M
4
ECM
ExodusPoint Capital Management
New York
$0
5
Goldman Sachs
Goldman Sachs
New York
$410K
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
51
First Horizon Advisors
Tennessee
$44K +$44K +1,632 New
PTC
52
Private Trust Company
Ohio
$42.4K – – –
WOSD
53
WFA of San Diego
California
$41.8K +$41.8K +1,550 New
SPIA
54
Steward Partners Investment Advisory
New York
$36.9K +$36.9K +1,367 New
Comerica Bank
55
Comerica Bank
Texas
$33.7K – – –
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$32K +$32K +1,187 New
Group One Trading
57
Group One Trading
Illinois
$29.5K +$29.5K +1,092 New
Jones Financial Companies
58
Jones Financial Companies
Missouri
$29K – – –
OP
59
ORG Partners
Indiana
$13.5K – – –
LFG
60
Larson Financial Group
Missouri
$13.5K – – –
VWM
61
Vermillion Wealth Management
Minnesota
$13.5K – – –
TRCT
62
Tower Research Capital (TRC)
New York
$10.9K -$15.2K -565 -58%
HAP
63
Harbor Asset Planning
Massachusetts
$10.4K +$10.4K +386 New
NFSG
64
Newbridge Financial Services Group
Florida
$8.82K -$28.9K -1,070 -77%
HI
65
Harbour Investments
Wisconsin
$6.8K +$108 +4 +2%
CAM
66
Creekmur Asset Management
Illinois
$6.35K +$135 +5 +2%
MCI
67
MRP Capital Investments
Georgia
$5.45K – – –
Russell Investments Group
68
Russell Investments Group
United Kingdom
$5.39K – – –
T
69
Transce3nd
Texas
$4.72K – – –
W
70
WealthCollab
Washington
$4.59K +$4.59K +170 New
AssetMark Inc
71
AssetMark Inc
California
$4.07K +$27 +1 +0.7%
KFI
72
Key Financial Inc
Pennsylvania
$2.7K +$2.7K +100 New
VNA
73
Valley National Advisers
Pennsylvania
$2K – – –
MSG
74
Main Street Group
Virginia
$1.36K – – –
CIAM
75
Caitong International Asset Management
Hong Kong
$1.24K – – –
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