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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
2.56%
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 %
Sumitomo Mitsui Trust Group
26
Sumitomo Mitsui Trust Group
Japan
$3.29M 240,769 +16,061 +7%
WFG
27
Wills Financial Group
Virginia
$3.18M 232,808 +973 +0.4%
UAG
28
United Advisor Group
Ohio
$3.13M 229,304 +7,148 +3%
RWM
29
Rezny Wealth Management
Florida
$2.57M 187,957 -95,376 -34%
GF
30
Gabelli Funds
New York
$2.55M 186,379 +5,467 +3%
GA
31
GraniteShares Advisors
New York
$2.51M 183,742 +11,484 +7%
IAA
32
Independent Advisor Alliance
North Carolina
$2.5M 182,795 -4,651 -2%
TI
33
Trexquant Investment
Connecticut
$2.46M 179,741 -95,319 -35%
Loomis, Sayles & Company
34
Loomis, Sayles & Company
Massachusetts
$2.41M 176,666 – –
NW
35
Naviter Wealth
Arkansas
$2.4M 175,837 +19,790 +13%
Kovitz Investment Group Partners
36
Kovitz Investment Group Partners
Illinois
$2.29M 167,719 -2,872 -2%
TCBWMS
37
Texas Capital Bank Wealth Management Services
Texas
$2.28M 166,625 +4,581 +3%
AL
38
Arnhold LLC
New York
$2.08M 152,345 -10,000 -6%
LPL Financial
39
LPL Financial
California
$2.05M 149,729 -9,612 -6%
DA
40
Denali Advisors
California
$1.97M 144,458 -3,311 -2%
DnB Asset Management
41
DnB Asset Management
Norway
$1.94M 142,266 – –
CIM
42
Confluence Investment Management
Missouri
$1.87M 137,042 +641 +0.5%
CLA
43
Carnegie Lake Advisors
New Jersey
$1.82M 133,542 – –
HighTower Advisors
44
HighTower Advisors
Illinois
$1.81M 132,247 +14,264 +12%
Bank of America
45
Bank of America
North Carolina
$1.7M 124,289 -34,438 -22%
Two Sigma Investments
46
Two Sigma Investments
New York
$1.65M 120,839 -56,095 -32%
Mariner
47
Mariner
Kansas
$1.51M 110,846 +12,405 +13%
RRA
48
Round Rock Advisors
Connecticut
$1.47M 107,369 -135 -0.1%
Lido Advisors
49
Lido Advisors
California
$1.45M 106,141 -10,107 -9%
TCM
50
TT Capital Management
California
$1.43M 104,643 +7,363 +8%
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