We are live on ! Find out more
GLAD icon

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
LPL Financial
1
LPL Financial
California
$4.4M +$313K +12,064 +8%
Legal & General Group
2
Legal & General Group
United Kingdom
$4.1M -$355K -13,697 -9%
Two Sigma Advisers
3
Two Sigma Advisers
New York
$3.74M -$759K -29,300 -18%
VanEck Associates
4
VanEck Associates
New York
$3.54M -$9.89M -381,540 -75%
DnB Asset Management
5
DnB Asset Management
Norway
$3.3M +$153K +5,903 +5%
DADC
6
D.A. Davidson & Co
Montana
$3.22M +$38.4K +1,480 +1%
Two Sigma Investments
7
Two Sigma Investments
New York
$3.2M -$305K -11,787 -9%
BlackRock
8
BlackRock
New York
$2.8M +$496K +19,144 +24%
AAM
9
Advisors Asset Management
Colorado
$2.26M -$397K -15,309 -16%
Morgan Stanley
10
Morgan Stanley
New York
$2M +$160K +6,174 +10%
LCWP
11
Legacy Capital Wealth Partners
Arkansas
$1.89M -$103K -3,969 -6%
UBS Group
12
UBS Group
Switzerland
$1.78M +$1.21M +46,591 +292%
TI
13
Trexquant Investment
Connecticut
$1.31M -$1.35M -52,192 -53%
KA
14
Kovack Advisors
Florida
$1.08M +$52.5K +2,025 +6%
DA
15
Denali Advisors
California
$985K -$62.1K -2,397 -6%
Raymond James Financial
16
Raymond James Financial
Florida
$840K +$766K +29,550 New
Wells Fargo
17
Wells Fargo
California
$837K +$1.94K +75 +0.3%
Goldman Sachs
18
Goldman Sachs
New York
$808K +$736K +28,397 New
TI
19
TrueMark Investments
Illinois
$737K -$8.92K -344 -1%
HF
20
HRT Financial
New York
$725K -$116K -4,476 -15%
Northern Trust
21
Northern Trust
Illinois
$712K +$70K +2,699 +12%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$668K -$40.9K -1,577 -6%
AFP
23
Ausdal Financial Partners
Iowa
$656K +$5.88K +227 +1%
VEA
24
Virtus ETF Advisers
New York
$591K -$124K -4,785 -19%
AFG
25
Atomi Financial Group
New York
$510K +$464K +17,917 New

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.