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Oaktree Specialty Lending

186 hedge funds and large institutions have $408M invested in Oaktree Specialty Lending in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 61 increasing their positions, 57 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more call options, than puts

Call options by funds: $1.75M | Put options by funds: $908K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

7% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 57

0.4% more ownership

Funds ownership: 40.54%40.95% (+0.4%)

9% less funds holding

Funds holding: 204186 (-18)

10% less capital invested

Capital invested by funds: $455M → $408M (-$47.1M)

29% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 42

Holders
186
Holders Change
-18
Holders Change %
-8.82%
% of All Funds
2.29%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
30
Increased
61
Reduced
57
Closed
42
Calls
$1.75M
Puts
$908K
Net Calls
+$845K
Net Calls Change
+$498K
Name Holding Trade Value Shares
Change
Change in
Stake
BAMF
26
BI Asset Management Fondsmaeglerselskab
Denmark
$2.72M -$200K -16,734 -6%
Osaic Holdings
27
Osaic Holdings
Arizona
$2.66M +$692K +57,810 +33%
Wells Fargo
28
Wells Fargo
California
$2.61M +$736K +61,462 +36%
OPA
29
Old Port Advisors
Maine
$2.4M +$568K +47,419 +29%
Toronto Dominion Bank
30
Toronto Dominion Bank
Ontario, Canada
$2.34M
Focus Partners Wealth
31
Focus Partners Wealth
Massachusetts
$2.26M -$187K -15,660 -7%
TIM
32
Triad Investment Management
California
$2.23M -$42.2K -3,523 -2%
Loomis, Sayles & Company
33
Loomis, Sayles & Company
Massachusetts
$2M
MMRF
34
Michelson Medical Research Foundation
California
$1.92M +$2.04M +170,100 New
NW
35
Naviter Wealth
Arkansas
$1.88M +$498K +41,607 +33%
PGF
36
Plan Group Financial
Oklahoma
$1.82M +$372K +31,050 +24%
FFG
37
Fiduciary Financial Group
California
$1.74M +$374K +31,221 +25%
CF
38
Centaurus Financial
California
$1.69M +$191K +15,941 +12%
IAA
39
Independent Advisor Alliance
North Carolina
$1.69M -$28.1K -2,347 -2%
Lazard Asset Management
40
Lazard Asset Management
New York
$1.62M -$57.2K -4,775 -3%
LSV Asset Management
41
LSV Asset Management
Illinois
$1.58M
CCM
42
Cerberus Capital Management
New York
$1.53M +$1.62M +135,000 New
DnB Asset Management
43
DnB Asset Management
Norway
$1.51M
CLA
44
Carnegie Lake Advisors
New Jersey
$1.48M -$2.37K -198 -0.2%
CCWP
45
Cedar Cove Wealth Partners
Minnesota
$1.43M +$198K +16,577 +15%
Lido Advisors
46
Lido Advisors
California
$1.32M -$4.24K -354 -0.3%
Bank of America
47
Bank of America
North Carolina
$1.31M +$257K +21,464 +23%
State Street
48
State Street
Massachusetts
$1.22M +$89.6K +7,483 +7%
CIM
49
Confluence Investment Management
Missouri
$1.21M -$112K -9,361 -8%
LPL Financial
50
LPL Financial
California
$1.16M -$715K -59,739 -37%