RWM
OTF

Ritholtz Wealth Management’s Blue Owl Technology Finance Corp OTF Stock Holding History

Ritholtz Wealth Management’s Portfolio OTF Stock Details OTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-27,159
Closed -$375K – 1183
2025
Q3 		$375K Buy
+27,159
New +$407K 0.01% 764

Other funds holding OTF

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MIC
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OCERS
Orange County Employees Retirement System Santa Ana, California $280M AUM
SONJCPFE
State of New Jersey Common Pension Fund E Trenton, New Jersey $64.9M AUM 32.13% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $22.5B AUM 50.37% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CI
CAZ Investments Houston, Texas $479M AUM 140.35% 1-Year Est. Return

Ritholtz Wealth Management's OTF Position: Q4 2025 in Review

Ritholtz Wealth Management sold out of Blue Owl Technology Finance Corp (OTF) in Q4 2025, closing a stake of 27,159 shares — an estimated $375K sold.

Ritholtz Wealth Management first reported a position in OTF in Q3 2025 and held it in 1 quarter. The position peaked at $375K in Q3 2025. 137 funds tracked by Wall St. Rank hold OTF as of Q4 2025.

  • Ritholtz Wealth Management reported no remaining Blue Owl Technology Finance Corp position as of Q4 2025 after selling out during the quarter.
  • Ritholtz Wealth Management sold 27,159 Blue Owl Technology Finance Corp shares in Q4 2025, an estimated $375K.
  • Ritholtz Wealth Management first reported a position in Blue Owl Technology Finance Corp in Q3 2025 and held it in 1 quarter.
  • Ritholtz Wealth Management's Blue Owl Technology Finance Corp position peaked at $375K in Q3 2025.
  • 137 funds tracked by Wall St. Rank held Blue Owl Technology Finance Corp as of Q4 2025.

Based on Ritholtz Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.