Fidelity Investments
OXLC

Fidelity Investments’s Oxford Lane Capital OXLC Stock Holding History

Fidelity Investments’s Portfolio OXLC Stock Details OXLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-45
Closed -$937 – 5522
2025
Q2 		$937 Hold
45
– – ﹤0.01% 4976
2025
Q1 		$1.05K Hold
45
– – ﹤0.01% 4954
2024
Q4 		$1.13K Hold
45
– – ﹤0.01% 4911
2024
Q3 		$1.17K Buy
+45
New +$1.22K ﹤0.01% 4886
2024
Q2 		– Sell
-1
Closed -$26 – 5273
2024
Q1 		$15 Buy
+1
New +$26 ﹤0.01% 5230
2023
Q2 		– Sell
-107
Closed -$2.81K – 5540
2023
Q1 		$2.81K Buy
+107
New +$2.98K ﹤0.01% 4541
2022
Q4 		– Sell
-250
Closed -$6K – 5521
2022
Q3 		$6K Buy
+250
New +$7.53K ﹤0.01% 4257
2022
Q2 		– Hold
0
– – – 5335
2022
Q1 		– Hold
0
– – – 5343
2021
Q4 		– Hold
0
– – – 4775
2021
Q3 		– Sell
-1
Closed -$36 – 4841
2021
Q2 		$0 Buy
+1
New +$35 ﹤0.01% 4701
2021
Q1 		– Hold
0
– – – 4385
2020
Q4 		– Hold
0
– – – 4169
2020
Q3 		– Hold
0
– – – 3907
2020
Q2 		– Hold
0
– – – 4008
2020
Q1 		– Hold
0
– – – 4079
2019
Q4 		– Hold
0
– – – 4130
2019
Q3 		– Hold
0
– – – 4110
2018
Q4 		– Hold
0
– – – 3963
2018
Q3 		– Hold
0
– – – 3719

Other funds holding OXLC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $5.92B AUM 23.78% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Fidelity Investments's OXLC Position: Q3 2025 in Review

Fidelity Investments sold out of Oxford Lane Capital (OXLC) in Q3 2025, closing a stake of 45 shares — an estimated $937 sold.

Fidelity Investments first reported a position in OXLC in Q2 2021 and held it in 8 quarters. The position peaked at $6K in Q3 2022. 94 funds tracked by Wall St. Rank hold OXLC as of Q3 2025.

  • Fidelity Investments reported no remaining Oxford Lane Capital position as of Q3 2025 after selling out during the quarter.
  • Fidelity Investments sold 45 Oxford Lane Capital shares in Q3 2025, an estimated $937.
  • Fidelity Investments first reported a position in Oxford Lane Capital in Q2 2021 and held it in 8 quarters.
  • Fidelity Investments's Oxford Lane Capital position peaked at $6K in Q3 2022.
  • 94 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q3 2025.

Based on Fidelity Investments's 13F filing for Q3 2025, filed 13 Nov 2025.