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Oaktree Specialty Lending

185 hedge funds and large institutions have $407M invested in Oaktree Specialty Lending in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 61 increasing their positions, 56 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

9% less funds holding

Funds holding: 204185 (-19)

11% less capital invested

Capital invested by funds: $455M → $407M (-$47.9M)

29% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 42

Holders
185
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.75M
Puts
$908K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAMF
26
BI Asset Management Fondsmaeglerselskab
Denmark
$2.72M
Osaic Holdings
27
Osaic Holdings
Arizona
$2.66M
Wells Fargo
28
Wells Fargo
California
$2.61M
OPA
29
Old Port Advisors
Maine
$2.4M
Toronto Dominion Bank
30
Toronto Dominion Bank
Ontario, Canada
$2.34M
Focus Partners Wealth
31
Focus Partners Wealth
Massachusetts
$2.26M
TIM
32
Triad Investment Management
California
$2.23M
Loomis, Sayles & Company
33
Loomis, Sayles & Company
Massachusetts
$2M
MMRF
34
Michelson Medical Research Foundation
California
$1.92M
NW
35
Naviter Wealth
Arkansas
$1.88M
PGF
36
Plan Group Financial
Oklahoma
$1.82M
FFG
37
Fiduciary Financial Group
California
$1.74M
CF
38
Centaurus Financial
California
$1.69M
IAA
39
Independent Advisor Alliance
North Carolina
$1.69M
Lazard Asset Management
40
Lazard Asset Management
New York
$1.62M
LSV Asset Management
41
LSV Asset Management
Illinois
$1.58M
CCM
42
Cerberus Capital Management
New York
$1.53M
DnB Asset Management
43
DnB Asset Management
Norway
$1.51M
CLA
44
Carnegie Lake Advisors
New Jersey
$1.48M
CCWP
45
Cedar Cove Wealth Partners
Minnesota
$1.43M
Lido Advisors
46
Lido Advisors
California
$1.32M
Bank of America
47
Bank of America
North Carolina
$1.31M
State Street
48
State Street
Massachusetts
$1.22M
CIM
49
Confluence Investment Management
Missouri
$1.21M
LPL Financial
50
LPL Financial
California
$1.16M