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Gladstone Capital
GLAD

82 hedge funds and large institutions have $44.3M invested in Gladstone Capital in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 15 increasing their positions, 25 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $1.7M | Put options by funds: $1.2M

2.39% less ownership

Funds ownership: 13.7% → 11.31% (-2.4%)

8% less funds holding

Funds holding: 89 → 82 (-7)

24% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 21

31% less capital invested

Capital invested by funds: $63.9M → $44.3M (-$19.6M)

40% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 25

Holders
82
Holders Change
-7
Holders Change %
-7.87%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
15
Reduced
25
Closed
21
Calls
$1.7M
Puts
$1.2M
Net Calls
+$491K
Net Calls Change
+$1.22M

Top Buyers

Rank Fund Capital Flow
1
CC
CF Capital
Massachusetts
+$2.73M
2
BRWA
B. Riley Wealth Advisors
Florida
+$1.69M
3
Morgan Stanley
Morgan Stanley
New York
+$1.61M
4
CCIA
Campbell & Co Investment Adviser
Maryland
+$921K
5
XT
XTX Topco
Cayman Islands
+$656K

Top Sellers

Rank Fund Capital Flow
1
VanEck Associates
VanEck Associates
New York
-$2.28M
2
Marshall Wace
Marshall Wace
United Kingdom
-$2.28M
3
Millennium Management
Millennium Management
New York
-$2.04M
4
Goldman Sachs
Goldman Sachs
New York
-$1.59M
5
BlackRock
BlackRock
New York
-$1.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
51
Pinnacle Wealth Planning Services
Ohio
$39.6K – – –
PP
52
PFS Partners
New Jersey
$34.2K – – –
ASN
53
Advisory Services Network
Georgia
$30.7K +$33.8K +1,769 New
AF
54
Allworth Financial
California
$29.5K – – –
WOSD
55
WFA of San Diego
California
$26.9K – – –
Jones Financial Companies
56
Jones Financial Companies
Missouri
$25.9K -$1.09K -57 -4%
AUB
57
Atlantic Union Bankshares
Virginia
$24.3K – – –
TCM
58
Triumph Capital Management
Colorado
$22.6K +$10.5K +550 +73%
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$21.9K +$24.1K +1,262 New
NFSG
60
Newbridge Financial Services Group
Florida
$17.4K – – –
PTC
61
Private Trust Company
Ohio
$16.4K – – –
SOADOR
62
State of Alaska Department of Revenue
Alaska
$15K – – –
VWM
63
Vermillion Wealth Management
Minnesota
$8.68K – – –
HHCP
64
Hilton Head Capital Partners
South Carolina
$8.57K – – –
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$7.7K -$29.3K -1,535 -78%
TRCT
66
Tower Research Capital (TRC)
New York
$4.44K -$1.43K -75 -23%
Nomura Asset Management
67
Nomura Asset Management
Japan
$3.73K – – –
MCI
68
MRP Capital Investments
Georgia
$3.5K – – –
UBS AM
69
UBS AM
Illinois
$2.36K +$2.6K +136 New
KFI
70
Key Financial Inc
Pennsylvania
$1.74K – – –
SPIA
71
Steward Partners Investment Advisory
New York
$1.74K +$1.91K +100 New
Russell Investments Group
72
Russell Investments Group
United Kingdom
$1.22K +$1.34K +70 New
HFS
73
Hantz Financial Services
Michigan
$1K – – –
VNA
74
Valley National Advisers
Pennsylvania
$1K – – –
KFP
75
Kerr Financial Planning
California
$985 +$38 +2 +4%
1 2
3
4 5

GLAD Hedge Fund Activity: Q1 2026 in Review

82 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Gladstone Capital (GLAD) for Q1 2026, worth a combined $44.3M — down 31% from $63.9M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of GLAD and 16 opened new positions — a net loss of 5 holders — while 25 trimmed existing stakes and 15 added.

The largest buyer was CF Capital, opening a new position worth an estimated $2.73M. The largest seller was VanEck Associates, cutting an estimated $2.28M.

  • 82 institutional investors held Gladstone Capital (GLAD) as of Q1 2026, down from 89 in Q4 2025.
  • Funds reported $44.3M of Gladstone Capital stock for Q1 2026, down 31% quarter-over-quarter.
  • 16 funds opened new Gladstone Capital positions in Q1 2026 and 21 closed out, a net change of -5 holders.
  • The largest Gladstone Capital buyer in Q1 2026 was CF Capital, an estimated $2.73M added.
  • The largest Gladstone Capital seller in Q1 2026 was VanEck Associates, an estimated $2.28M sold.

Based on aggregated 13F filings for Q1 2026.