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Oaktree Specialty Lending
OCSL

Overview Fund Activity

193 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, 57 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+7
Holders Change %
+3.76%
% of All Funds
2.59%
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
57
Closed
18
Calls
$1.13M
Puts
$5M
Net Calls
-$3.87M
Net Calls Change
-$169K

Top Buyers

1
CAM
Claret Asset Management
Quebec, Canada
+$23.2M
2
GAM
Generali Asset Management
Italy
+$11M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$6.41M
4
RCM
Rivernorth Capital Management
Florida
+$3.92M
5
JVBC
J.V. Bruni & Co
Colorado
+$3.78M

Top Sellers

1
Barclays
Barclays
United Kingdom
-$3.58M
2
LSV Asset Management
LSV Asset Management
Illinois
-$3.33M
3
Wells Fargo
Wells Fargo
California
-$1.64M
4
Osaic Holdings
Osaic Holdings
Arizona
-$1.58M
5
RWM
Rezny Wealth Management
Florida
-$1.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Sumitomo Mitsui Trust Group
26
Sumitomo Mitsui Trust Group
Japan
$3.29M +$219K +16,061 +7%
WFG
27
Wills Financial Group
Virginia
$3.18M +$13.3K +973 +0.4%
UAG
28
United Advisor Group
Ohio
$3.13M +$97.6K +7,148 +3%
RWM
29
Rezny Wealth Management
Florida
$2.57M -$1.3M -95,376 -34%
GF
30
Gabelli Funds
New York
$2.55M +$74.7K +5,467 +3%
GA
31
GraniteShares Advisors
New York
$2.51M +$157K +11,484 +7%
IAA
32
Independent Advisor Alliance
North Carolina
$2.5M -$63.5K -4,651 -2%
TI
33
Trexquant Investment
Connecticut
$2.46M -$1.3M -95,319 -35%
Loomis, Sayles & Company
34
Loomis, Sayles & Company
Massachusetts
$2.41M – – –
NW
35
Naviter Wealth
Arkansas
$2.4M +$270K +19,790 +13%
Kovitz Investment Group Partners
36
Kovitz Investment Group Partners
Illinois
$2.29M -$39.2K -2,872 -2%
TCBWMS
37
Texas Capital Bank Wealth Management Services
Texas
$2.28M +$62.6K +4,581 +3%
AL
38
Arnhold LLC
New York
$2.08M -$137K -10,000 -6%
LPL Financial
39
LPL Financial
California
$2.05M -$131K -9,612 -6%
DA
40
Denali Advisors
California
$1.97M -$45.2K -3,311 -2%
DnB Asset Management
41
DnB Asset Management
Norway
$1.94M – – –
CIM
42
Confluence Investment Management
Missouri
$1.87M +$8.76K +641 +0.5%
CLA
43
Carnegie Lake Advisors
New Jersey
$1.82M – – –
HighTower Advisors
44
HighTower Advisors
Illinois
$1.81M +$195K +14,264 +12%
Bank of America
45
Bank of America
North Carolina
$1.7M -$470K -34,438 -22%
Two Sigma Investments
46
Two Sigma Investments
New York
$1.65M -$766K -56,095 -32%
Mariner
47
Mariner
Kansas
$1.51M +$169K +12,405 +13%
RRA
48
Round Rock Advisors
Connecticut
$1.47M -$1.84K -135 -0.1%
Lido Advisors
49
Lido Advisors
California
$1.45M -$138K -10,107 -9%
TCM
50
TT Capital Management
California
$1.43M +$101K +7,363 +8%
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