We are live on ! Find out more
GLAD icon

Gladstone Capital

89 hedge funds and large institutions have $63.9M invested in Gladstone Capital in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

17% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 23

9% more capital invested

Capital invested by funds: $58.6M → $63.9M (+$5.36M)

2% more funds holding

Funds holding: 8789 (+2)

1.72% more ownership

Funds ownership: 11.98%13.7% (+1.7%)

41% less call options, than puts

Call options by funds: $1.04M | Put options by funds: $1.77M

Holders
89
Holders Change
+2
Holders Change %
+2.3%
% of All Funds
1.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
27
Reduced
23
Closed
14
Calls
$1.04M
Puts
$1.77M
Net Calls
-$732K
Net Calls Change
+$311K
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
51
Osaic Holdings
Arizona
$117K +$32.3K +1,594 +39%
National Bank of Canada
52
National Bank of Canada
Quebec, Canada
$86.9K
RDFA
53
Ritter Daniher Financial Advisory
Ohio
$63.5K +$62.2K +3,073 New
FFA
54
Farther Finance Advisors
California
$51.8K +$708 +35 +1%
LFG
55
Larson Financial Group
Missouri
$49.6K
PWPS
56
Pinnacle Wealth Planning Services
Ohio
$47.1K +$46.1K +2,280 New
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$41K -$5.4K -267 -12%
PP
58
PFS Partners
New Jersey
$40.7K
GAMC
59
Garner Asset Management Corp
Texas
$36.2K +$35.4K +1,750 New
AF
60
Allworth Financial
California
$35.1K
Jones Financial Companies
61
Jones Financial Companies
Missouri
$33.4K +$6.25K +309 +24%
WOSD
62
WFA of San Diego
California
$32K
AUB
63
Atlantic Union Bankshares
Virginia
$28.9K
Simplex Trading
64
Simplex Trading
Illinois
$27.2K -$22.8K -1,125 -46%
Comerica Bank
65
Comerica Bank
Texas
$25.8K
NFSG
66
Newbridge Financial Services Group
Florida
$20.7K +$13.6K +673 +206%
PTC
67
Private Trust Company
Ohio
$19.6K -$12.6K -625 -40%
SOADOR
68
State of Alaska Department of Revenue
Alaska
$18K
TCM
69
Triumph Capital Management
Colorado
$15.5K +$15.2K +750 New
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$12.4K -$10.1K -500 -46%
OP
71
ORG Partners
Indiana
$10.3K
VWM
72
Vermillion Wealth Management
Minnesota
$10.3K
HHCP
73
Hilton Head Capital Partners
South Carolina
$10.2K +$10K +494 New
HAP
74
Harbor Asset Planning
Massachusetts
$7.97K
TRCT
75
Tower Research Capital (TRC)
New York
$6.84K -$45.8K -2,263 -87%