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Gladstone Capital

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: 8982 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
VanEck Associates
1
VanEck Associates
New York
$5.66M -$2.28M -119,430 -27%
UBS Group
2
UBS Group
Switzerland
$4.44M -$297K -15,523 -6%
Legal & General Group
3
Legal & General Group
United Kingdom
$3.05M +$321K +16,790 +11%
Two Sigma Investments
4
Two Sigma Investments
New York
$2.61M -$985K -51,535 -26%
CC
5
CF Capital
Massachusetts
$2.48M +$2.73M +142,896 New
Morgan Stanley
6
Morgan Stanley
New York
$2.35M +$1.61M +84,262 +164%
LPL Financial
7
LPL Financial
California
$1.97M -$366K -19,166 -14%
Millennium Management
8
Millennium Management
New York
$1.96M -$2.04M -106,846 -49%
BlackRock
9
BlackRock
New York
$1.52M -$1.34M -70,291 -45%
BRWA
10
B. Riley Wealth Advisors
Florida
$1.52M +$1.69M +88,295 New
DnB Asset Management
11
DnB Asset Management
Norway
$1.35M
LCWP
12
Legacy Capital Wealth Partners
Arkansas
$1.18M +$143K +7,463 +12%
AAM
13
Advisors Asset Management
Colorado
$1.09M -$35.4K -1,855 -3%
Wells Fargo
14
Wells Fargo
California
$871K +$179K +9,366 +23%
CCIA
15
Campbell & Co Investment Adviser
Maryland
$836K +$921K +48,186 New
DADC
16
D.A. Davidson & Co
Montana
$818K -$231K -12,110 -20%
Raymond James Financial
17
Raymond James Financial
Florida
$810K -$19.3K -1,010 -2%
XT
18
XTX Topco
Cayman Islands
$595K +$656K +34,318 New
HWAM
19
Hennion & Walsh Asset Management
New Jersey
$576K +$124K +6,507 +24%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$501K -$121K -6,335 -18%
VIA
21
Virtus Investment Advisers
Connecticut
$493K +$153 +8 +0%
TI
22
Trexquant Investment
Connecticut
$474K -$609K -31,884 -54%
AFP
23
Ausdal Financial Partners
Iowa
$467K -$56.7K -2,969 -10%
BHCM
24
Brevan Howard Capital Management
Jersey
$454K -$261K -13,661 -34%
KA
25
Kovack Advisors
Florida
$442K +$18.7K +981 +4%

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.