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Gladstone Capital

73 hedge funds and large institutions have $62.3M invested in Gladstone Capital in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 17

17% more capital invested

Capital invested by funds: $53.3M → $62.3M (+$8.96M)

1.76% more ownership

Funds ownership: 8.39%10.16% (+1.8%)

6% less funds holding

Funds holding: 7873 (-5)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

62% less call options, than puts

Call options by funds: $241K | Put options by funds: $628K

Holders
73
Holders Change
-5
Holders Change %
-6.41%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
27
Reduced
17
Closed
14
Calls
$241K
Puts
$628K
Net Calls
-$387K
Net Calls Change
-$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
VanEck Associates
1
VanEck Associates
New York
$13.2M +$10.1M +355,706 +286%
LPL Financial
2
LPL Financial
California
$4.19M -$61.5K -2,158 -1%
Legal & General Group
3
Legal & General Group
United Kingdom
$4.1M +$148K +5,185 +4%
Two Sigma Advisers
4
Two Sigma Advisers
New York
$3.84M +$237K +8,300 +6%
UBS Group
5
UBS Group
Switzerland
$3.58M +$1.93M +67,761 +108%
Two Sigma Investments
6
Two Sigma Investments
New York
$3.24M +$150K +5,253 +5%
DADC
7
D.A. Davidson & Co
Montana
$3.1M -$3.08K -108 -0.1%
BlackRock
8
BlackRock
New York
$2.65M -$56.4K -1,980 -2%
DnB Asset Management
9
DnB Asset Management
Norway
$2.43M -$789K -27,668 -24%
AAM
10
Advisors Asset Management
Colorado
$2.35M +$180K +6,321 +8%
Morgan Stanley
11
Morgan Stanley
New York
$1.89M -$50.5K -1,770 -3%
LCWP
12
Legacy Capital Wealth Partners
Arkansas
$1.5M -$337K -11,810 -18%
KA
13
Kovack Advisors
Florida
$1.06M +$19.1K +669 +2%
Wells Fargo
14
Wells Fargo
California
$1.04M +$238K +8,342 +28%
Raymond James Financial
15
Raymond James Financial
Florida
$923K +$115K +4,045 +14%
DA
16
Denali Advisors
California
$911K -$41.6K -1,461 -4%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$822K +$416K +14,604 +95%
Goldman Sachs
18
Goldman Sachs
New York
$792K +$13K +456 +2%
TI
19
Trexquant Investment
Connecticut
$719K -$565K -19,835 -43%
VIA
20
Virtus Investment Advisers
Connecticut
$694K +$720K +25,270 New
AFP
21
Ausdal Financial Partners
Iowa
$666K +$34.3K +1,203 +5%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$640K -$5.07K -178 -0.8%
AFG
23
Atomi Financial Group
New York
$564K +$74.7K +2,620 +15%
HF
24
HRT Financial
New York
$479K -$230K -8,068 -32%
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$453K +$186K +6,523 +65%

GLAD Hedge Fund Activity: Q1 2025 in Review

73 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Gladstone Capital (GLAD) for Q1 2025, worth a combined $62.3M — up 17% from $53.3M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of GLAD and 10 opened new positions — a net loss of 4 holders — while 17 trimmed existing stakes and 27 added.

The largest buyer was VanEck Associates, adding an estimated $10.1M. The largest seller was DnB Asset Management, cutting an estimated $789K.

  • 73 institutional investors held Gladstone Capital (GLAD) as of Q1 2025, down from 78 in Q4 2024.
  • Funds reported $62.3M of Gladstone Capital stock for Q1 2025, up 17% quarter-over-quarter.
  • 10 funds opened new Gladstone Capital positions in Q1 2025 and 14 closed out, a net change of -4 holders.
  • The largest Gladstone Capital buyer in Q1 2025 was VanEck Associates, an estimated $10.1M added.
  • The largest Gladstone Capital seller in Q1 2025 was DnB Asset Management, an estimated $789K sold.

Based on aggregated 13F filings for Q1 2025.