OC
OXLC

Oppenheimer & Co’s Oxford Lane Capital OXLC Stock Holding History

Oppenheimer & Co’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
Q4 		– Sell
-56,680
Closed -$960K – 1697
2025
Q3 		$960K Buy
56,680
+4,489
+9% +$82.1K 0.01% 909
2025
Q2 		$1.1M Buy
52,191
+14,598
+39% +$328K 0.01% 809
2025
Q1 		$887K Buy
37,593
+5,861
+18% +$146K 0.01% 854
2024
Q4 		$804K Buy
31,732
+7,888
+33% +$207K 0.01% 888
2024
Q3 		$625K Buy
+23,844
New +$644K 0.01% 959

Other funds holding OXLC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
EPCM
Eagle Point Credit Management Greenwich, Connecticut $66.2M AUM
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Oppenheimer & Co's OXLC Position: Q4 2025 in Review

Oppenheimer & Co sold out of Oxford Lane Capital (OXLC) in Q4 2025, closing a stake of 56,680 shares — an estimated $960K sold.

Oppenheimer & Co first reported a position in OXLC in Q3 2024 and held it in 5 quarters. The position peaked at $1.1M in Q2 2025. 112 funds tracked by Wall St. Rank hold OXLC as of Q4 2025.

  • Oppenheimer & Co reported no remaining Oxford Lane Capital position as of Q4 2025 after selling out during the quarter.
  • Oppenheimer & Co sold 56,680 Oxford Lane Capital shares in Q4 2025, an estimated $960K.
  • Oppenheimer & Co first reported a position in Oxford Lane Capital in Q3 2024 and held it in 5 quarters.
  • Oppenheimer & Co's Oxford Lane Capital position peaked at $1.1M in Q2 2025.
  • 112 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q4 2025.

Based on Oppenheimer & Co's 13F filing for Q4 2025, filed 2 Feb 2026.