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Oaktree Specialty Lending
OCSL

Overview Fund Activity

186 hedge funds and large institutions have $483M invested in Oaktree Specialty Lending in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 78 increasing their positions, 51 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
-9
Holders Change %
-4.62%
% of All Funds
2.53%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
26
Increased
78
Reduced
51
Closed
31
Calls
$1.45M
Puts
$5.15M
Net Calls
-$3.7M
Net Calls Change
-$4.06M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$18.4M
2
GAM
Generali Asset Management
Italy
+$8.38M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$5.14M
4
RCM
Rivernorth Capital Management
Florida
+$5.1M
5
CastleKeep Investment Advisors
CastleKeep Investment Advisors
Connecticut
+$4.25M

Top Sellers

1
WA
Whipplewood Advisors
Colorado
-$272M
2
CAM
Claret Asset Management
Quebec, Canada
-$22.8M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$15.8M
4
Millennium Management
Millennium Management
New York
-$5.64M
5
CC
CF Capital
Massachusetts
-$4.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFG
26
Wills Financial Group
Virginia
$3.56M +$1M +65,337 +39%
BAMF
27
BI Asset Management Fondsmaeglerselskab
Denmark
$3.56M +$598K +38,914 +20%
MC
28
Muzinich & Co
New York
$3.54M -$110K -7,151 -3%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$3.45M -$9.19K -598 -0.3%
UAG
30
United Advisor Group
Ohio
$3.41M +$243K +15,797 +8%
IAA
31
Independent Advisor Alliance
North Carolina
$2.88M -$32.8K -2,137 -1%
GF
32
Gabelli Funds
New York
$2.78M -$52K -3,387 -2%
AAM
33
Advisors Asset Management
Colorado
$2.76M -$15.1K -984 -0.5%
Two Sigma Investments
34
Two Sigma Investments
New York
$2.72M +$198K +12,898 +8%
Loomis, Sayles & Company
35
Loomis, Sayles & Company
Massachusetts
$2.71M +$2.71M +176,666 New
GA
36
GraniteShares Advisors
New York
$2.65M +$160K +10,440 +6%
Kovitz Investment Group Partners
37
Kovitz Investment Group Partners
Illinois
$2.62M -$1.36M -88,262 -34%
AL
38
Arnhold LLC
New York
$2.49M +$40.9K +2,665 +2%
NW
39
Naviter Wealth
Arkansas
$2.49M +$37K +2,316 +2%
TCBWMS
40
Texas Capital Bank Wealth Management Services
Texas
$2.49M +$1.77M +115,240 +246%
LPL Financial
41
LPL Financial
California
$2.45M +$809K +52,681 +49%
Bank of America
42
Bank of America
North Carolina
$2.44M +$2.02M +131,794 +489%
Balyasny Asset Management
43
Balyasny Asset Management
Illinois
$2.41M -$15.8M -1,028,154 -87%
PA
44
Pinnacle Associates
New York
$2.31M -$3.89M -252,977 -63%
DA
45
Denali Advisors
California
$2.27M +$69.3K +4,513 +3%
DnB Asset Management
46
DnB Asset Management
Norway
$2.19M -$142K -9,219 -6%
CIM
47
Confluence Investment Management
Missouri
$2.1M +$92K +5,991 +5%
CLA
48
Carnegie Lake Advisors
New Jersey
$2.05M -$7.68K -500 -0.4%
WIA
49
Wealthedge Investment Advisors
New York
$1.99M +$1.04M +68,002 +110%
HWAM
50
Hennion & Walsh Asset Management
New Jersey
$1.99M -$683K -44,483 -26%
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