HWM
OXLC

Hohimer Wealth Management’s Oxford Lane Capital OXLC Stock Holding History

Hohimer Wealth Management’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
Q2 		– Sell
-5,891
Closed -$139K – 292
2025
Q1 		$139K Sell
5,891
-1,268
-18% -$31.5K 0.03% 251
2024
Q4 		$181K Sell
7,159
-7,254
-50% -$190K 0.03% 227
2024
Q3 		$378K Buy
14,413
+7,805
+118% +$211K 0.08% 150
2024
Q2 		$179K Buy
6,608
+2,512
+61% +$66.2K 0.04% 204
2024
Q1 		$104K Sell
4,096
-1,547
-27% -$39.7K 0.02% 216
2023
Q4 		$139K Buy
+5,643
New +$139K 0.04% 186

Other funds holding OXLC

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $5.92B AUM 23.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $288M AUM 38.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Hohimer Wealth Management's OXLC Position: Q2 2025 in Review

Hohimer Wealth Management sold out of Oxford Lane Capital (OXLC) in Q2 2025, closing a stake of 5,891 shares — an estimated $139K sold.

Hohimer Wealth Management first reported a position in OXLC in Q4 2023 and held it in 6 quarters. The position peaked at $378K in Q3 2024. 149 funds tracked by Wall St. Rank hold OXLC as of Q2 2025.

  • Hohimer Wealth Management reported no remaining Oxford Lane Capital position as of Q2 2025 after selling out during the quarter.
  • Hohimer Wealth Management sold 5,891 Oxford Lane Capital shares in Q2 2025, an estimated $139K.
  • Hohimer Wealth Management first reported a position in Oxford Lane Capital in Q4 2023 and held it in 6 quarters.
  • Hohimer Wealth Management's Oxford Lane Capital position peaked at $378K in Q3 2024.
  • 149 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q2 2025.

Based on Hohimer Wealth Management's 13F filing for Q2 2025, filed 19 Aug 2025.