Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

GLADSTONE INVT CORP (GAIN)

91 + Investors. Track Smart Money conviction in GAIN. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
2Q ▲
Buyers last Q
54%

Smart Money Signals — GAIN

Based on 90 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added GAIN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
90 hedge funds hold GAIN right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q
+7 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

47 buying40 selling
Last quarter: 47 funds bought or added vs 40 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~17 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 11 → 16 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

61% of holders stayed for 2+ years

61% conviction (2yr+) 22% medium 17% new
55 out of 90 hedge funds have held GAIN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

17 → 10 → 11 → 16 → 17 new funds/Q
New funds entering each quarter: 10 → 11 → 16 → 17. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 66% of holders stayed 2+ years

66% veterans 8% 1-2yr 26% new
Of 91 current holders: 60 (66%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 19% AUM from top-100

19% from top-100 AUM funds
13 of 90 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: GAIN

How many hedge funds hold GAIN — quarterly history vs. share price
Quarterly hedge fund ownership of GAIN vs. share price

Market Analysis: GAIN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GAIN

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 1 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: GAIN
2026 Q1 Stats Unlock in 22 days 91 + Investors

Track Smart Money conviction in GAIN. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 91 89 2.25%
13F Shares 7M 6M 8.62%
Total Value $125M $125M -0.08%
New Positions 17 16 +1
Increased Positions 32 29 +3
Closed Positions 14 12 +2
Reduced Positions 28 27 +1
Total Calls 1 2 -50.0%
Total Puts 1 1 -
PUT/CALL Ratio 1.0 0.5 Neutral

Statistics: GAIN

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Institutional Holders (2026 Q1)

91 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in GAIN. Verified SEC 13F-HR filings.

Top 19 institutional holders of GAIN — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 OUTFITTERS FINANCIAL LLC 2.25% 205,120 $2.9M
2 ALBERT D MASON INC 0.62% 67,936 $965K
3 United Advisor Group, LLC 0.14% 77,612 $1.1M
4 Register Financial Advisors LLC 0.05% 9,500 $135K
5 Kentucky Trust Co 0.01% 2,000 $28K
6 DAVENPORT & Co LLC 0.01% 139,862 $2.0M
7 Sound Income Strategies, LLC 0.01% 10,740 $154K
8 DHJJ Financial Advisors, Ltd. 0.00% 1,005 $14K
9 Pflug Koory, LLC 0.00% 675 $10K
10 North Star Investment Management Corp. 0.00% 5,000 $71K
11 Private Advisor Group, LLC 0.00% 14,628 $208K
12 Union Bancaire Privee, UBP SA 0.00% 3,570 $51K
13 Janney Montgomery Scott LLC 0.00% 18,511
14 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 29,188 $414K
15 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% 600 $9K
16 VALLEY NATIONAL ADVISERS INC 0.00% 150
17 SIGNATUREFD, LLC 0.00% 1,080 $15K
18 Farther Finance Advisors, LLC 0.00% 658 $9K
19 Oakworth Capital, Inc. 0.00% 100 $1K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — GLADSTONE INVT CORP (GAIN)

What does the Smart Money Trend signal show for GAIN?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added GAIN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for GAIN?

Slight buying edge — 54% buying: Last quarter: 47 funds bought or added vs 40 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for GAIN holders?

Smaller funds dominant — 19% AUM from top-100: 13 of 90 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held GAIN?

61% of holders stayed for 2+ years: 55 out of 90 hedge funds have held GAIN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.