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Oaktree Specialty Lending
OCSL

Overview Fund Activity

191 hedge funds and large institutions have $456M invested in Oaktree Specialty Lending in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 69 increasing their positions, 56 reducing their positions, and 18 closing their positions.

Holders
191
Holders Change
+5
Holders Change %
+2.69%
% of All Funds
2.57%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
28
Increased
69
Reduced
56
Closed
18
Calls
$738K
Puts
$4.29M
Net Calls
-$3.55M
Net Calls Change
+$150K

Top Buyers

1
CAM
1
Claret Asset Management
Quebec, Canada
$23.2M
2
GAM
2
Generali Asset Management
Italy
$25.8M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$8.56M
4
RCM
4
Rivernorth Capital Management
Florida
$8.45M
5
JVBC
5
J.V. Bruni & Co
Colorado
$30.2M

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$0
2
LSV Asset Management
2
LSV Asset Management
Illinois
$4.1M
3
Wells Fargo
3
Wells Fargo
California
$3.36M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$7.07M
5
RWM
5
Rezny Wealth Management
Florida
$2.57M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$47.1M 3,449,055 +58,769 +2%
PMG
2
Private Management Group
California
$32.9M 2,406,670 +221,664 +10%
JVBC
3
J.V. Bruni & Co
Colorado
$30.2M 2,212,352 +276,657 +14%
VanEck Associates
4
VanEck Associates
New York
$27.8M 2,038,700 +96,169 +5%
AM
5
Ares Management
California
$26.6M 1,945,305 -32,073 -2%
GAM
6
Generali Asset Management
Italy
$25.8M 1,888,566 +804,422 +74%
OCM
7
Oaktree Capital Management
California
$25.3M 1,852,456 – –
CAM
8
Claret Asset Management
Quebec, Canada
$23.2M 1,700,738 +1,700,738 New
MW
9
Melia Wealth
Oklahoma
$13.5M 990,458 +110,938 +13%
UBS Group
10
UBS Group
Switzerland
$11.5M 842,182 +190,606 +29%
Invesco
11
Invesco
Georgia
$9.64M 705,824 -24,171 -3%
Balyasny Asset Management
12
Balyasny Asset Management
Illinois
$8.56M 626,324 +469,328 +299%
RCM
13
Rivernorth Capital Management
Florida
$8.45M 618,906 +287,003 +86%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$8.37M 613,023 +144,144 +31%
Legal & General Group
15
Legal & General Group
United Kingdom
$7.5M 549,208 +1,311 +0.2%
Osaic Holdings
16
Osaic Holdings
Arizona
$7.07M 462,762 -103,045 -18%
BlackRock
17
BlackRock
New York
$6.43M 470,761 +108,951 +30%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$5.04M 368,923 +34,476 +10%
CastleKeep Investment Advisors
19
CastleKeep Investment Advisors
Connecticut
$4.39M 321,059 +1,784 +0.6%
LSV Asset Management
20
LSV Asset Management
Illinois
$4.1M 300,403 -244,037 -45%
BAMF
21
BI Asset Management Fondsmaeglerselskab
Denmark
$3.82M 279,248 +47,710 +21%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$3.59M 262,541 -62,500 -19%
MC
23
Muzinich & Co
New York
$3.56M 260,854 +30,703 +13%
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.55M 259,793 – –
Wells Fargo
25
Wells Fargo
California
$3.36M 245,638 -120,086 -33%
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