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Oaktree Specialty Lending

204 hedge funds and large institutions have $455M invested in Oaktree Specialty Lending in 2025 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 58 increasing their positions, 69 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 24

55% more call options, than puts

Call options by funds: $981K | Put options by funds: $634K

10% more funds holding

Funds holding: 185204 (+19)

2.11% more ownership

Funds ownership: 38.43%40.54% (+2.1%)

3% more capital invested

Capital invested by funds: $442M → $455M (+$13.2M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

16% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 69

Holders
204
Holders Change
+19
Holders Change %
+10.27%
% of All Funds
2.48%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
48
Increased
58
Reduced
69
Closed
24
Calls
$981K
Puts
$634K
Net Calls
+$347K
Net Calls Change
+$646K
Name Holding Trade Value Shares
Change
Change in
Stake
UAG
26
United Advisor Group
Ohio
$2.86M -$462K -34,612 -13%
Focus Partners Wealth
27
Focus Partners Wealth
Massachusetts
$2.75M +$2.88M +215,568 New
IA
28
Icon Advisers
Colorado
$2.74M +$2.07M +154,774 +257%
AL
29
Arnhold LLC
New York
$2.67M +$401K +30,000 +17%
Toronto Dominion Bank
30
Toronto Dominion Bank
Ontario, Canada
$2.64M +$2.77M +207,000 New
Two Sigma Advisers
31
Two Sigma Advisers
New York
$2.61M +$281K +21,000 +11%
TIM
32
Triad Investment Management
California
$2.56M +$2.68M +200,853 New
HighTower Advisors
33
HighTower Advisors
Illinois
$2.31M -$1.16M -86,735 -32%
Osaic Holdings
34
Osaic Holdings
Arizona
$2.26M -$634K -47,476 -21%
Loomis, Sayles & Company
35
Loomis, Sayles & Company
Massachusetts
$2.25M
Wells Fargo
36
Wells Fargo
California
$2.16M -$880K -65,905 -28%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$2.12M -$769K -57,596 -26%
OPA
38
Old Port Advisors
Maine
$2.1M +$512K +38,329 +30%
LPL Financial
39
LPL Financial
California
$2.07M -$99.4K -7,444 -4%
TCBWMS
40
Texas Capital Bank Wealth Management Services
Texas
$2.07M -$465K -34,819 -18%
IAA
41
Independent Advisor Alliance
North Carolina
$1.94M -$164K -12,261 -7%
Lazard Asset Management
42
Lazard Asset Management
New York
$1.89M +$624K +46,744 +46%
LSV Asset Management
43
LSV Asset Management
Illinois
$1.78M -$118K -8,800 -6%
XT
44
XTX Topco
Cayman Islands
$1.73M +$1.66M +124,167 +1,061%
CF
45
Centaurus Financial
California
$1.71M +$1.26M +94,529 +240%
DnB Asset Management
46
DnB Asset Management
Norway
$1.7M -$118K -8,848 -6%
CLA
47
Carnegie Lake Advisors
New Jersey
$1.68M -$5.16K -386 -0.3%
PGF
48
Plan Group Financial
Oklahoma
$1.66M +$210K +15,728 +14%
NW
49
Naviter Wealth
Arkansas
$1.59M -$486K -36,389 -23%
FFG
50
Fiduciary Financial Group
California
$1.56M +$585K +43,766 +55%