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Oaktree Specialty Lending

186 hedge funds and large institutions have $408M invested in Oaktree Specialty Lending in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 61 increasing their positions, 57 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more call options, than puts

Call options by funds: $1.75M | Put options by funds: $908K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

7% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 57

0.4% more ownership

Funds ownership: 40.54%40.95% (+0.4%)

9% less funds holding

Funds holding: 204186 (-18)

10% less capital invested

Capital invested by funds: $455M → $408M (-$47.1M)

29% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 42

Holders
186
Holders Change
-18
Holders Change %
-8.82%
% of All Funds
2.29%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
30
Increased
61
Reduced
57
Closed
42
Calls
$1.75M
Puts
$908K
Net Calls
+$845K
Net Calls Change
+$498K
Name Holding Trade Value Shares
Change
Change in
Stake
PMG
1
Private Management Group
California
$42.1M +$5.53M +462,124 +14%
Morgan Stanley
2
Morgan Stanley
New York
$28.9M -$4.76M -398,022 -13%
JVBC
3
J.V. Bruni & Co
Colorado
$28.2M +$25.9K +2,164 +0.1%
AM
4
Ares Management
California
$23.7M +$1.99M +166,000 +9%
GAM
5
Generali Asset Management
Italy
$23.6M
OCM
6
Oaktree Capital Management
California
$20.9M
VanEck Associates
7
VanEck Associates
New York
$19.3M -$5.39M -450,026 -21%
CAM
8
Claret Asset Management
Quebec, Canada
$18.9M +$94.5K +7,899 +0.5%
UBS Group
9
UBS Group
Switzerland
$15.5M +$432K +36,102 +3%
RCM
10
Rivernorth Capital Management
Florida
$14.5M +$146K +12,208 +1%
MW
11
Melia Wealth
Oklahoma
$14M +$267K +22,295 +2%
BPCM
12
Beach Point Capital Management
California
$12.6M +$13.3M +1,111,559 New
Two Sigma Investments
13
Two Sigma Investments
New York
$9.98M +$1.71M +143,177 +19%
Russell Investments Group
14
Russell Investments Group
United Kingdom
$8.14M +$5.75M +480,263 +200%
Legal & General Group
15
Legal & General Group
United Kingdom
$7.75M +$818K +68,337 +11%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$5.42M +$218K +18,217 +4%
Raymond James Financial
17
Raymond James Financial
Florida
$4.79M +$321K +26,836 +7%
BlackRock
18
BlackRock
New York
$3.86M -$1.06M -88,782 -21%
Citadel Advisors
19
Citadel Advisors
Florida
$3.86M +$3.66M +305,918 +857%
CastleKeep Investment Advisors
20
CastleKeep Investment Advisors
Connecticut
$3.8M +$193K +16,090 +5%
MC
21
Muzinich & Co
New York
$3.77M +$11.8K +990 +0.3%
Sumitomo Mitsui Trust Group
22
Sumitomo Mitsui Trust Group
Japan
$3.51M
HighTower Advisors
23
HighTower Advisors
Illinois
$3.48M +$1.52M +127,013 +70%
UAG
24
United Advisor Group
Ohio
$3.23M +$733K +61,203 +27%
AL
25
Arnhold LLC
New York
$3.19M +$868K +72,500 +35%