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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 %
AAM
51
Advisors Asset Management
Colorado
$1.42M 104,228 -75,436 -42%
PA
52
Pinnacle Associates
New York
$1.36M 99,587 -50,794 -34%
WIA
53
Wealthedge Investment Advisors
New York
$1.32M 96,807 -32,885 -25%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$1.3M 94,898 -16,062 -14%
HWAM
55
Hennion & Walsh Asset Management
New Jersey
$1.28M 93,778 -35,829 -28%
Lazard Asset Management
56
Lazard Asset Management
New York
$1.27M 92,736 – –
PGF
57
Plan Group Financial
Oklahoma
$1.26M 92,151 +17,503 +23%
SIC
58
Samalin Investment Counsel
New York
$1.2M 87,512 +2,235 +3%
CA
59
Cornerstone Advisory
Maryland
$1.19M 87,289 -324 -0.4%
VIA
60
Virtus Investment Advisers
Connecticut
$1.13M 82,913 -8,545 -9%
Northern Trust
61
Northern Trust
Illinois
$1.1M 80,590 +59,066 +274%
State Street
62
State Street
Massachusetts
$1.08M 78,745 +56,735 +258%
WA
63
Whipplewood Advisors
Colorado
$1M 73,216 +73,163 +138,043%
ACM
64
Arlington Capital Management
Illinois
$941K 68,855 +68,855 New
BTI
65
Blue Trust Inc
Georgia
$937K 68,622 – –
Raymond James Financial
66
Raymond James Financial
Florida
$930K 68,055 +402 +0.6%
OPA
67
Old Port Advisors
Maine
$915K 67,004 +67,004 New
Group One Trading
68
Group One Trading
Illinois
$839K 61,437 +61,437 New
FFG
69
Fiduciary Financial Group
California
$831K 60,457 +6,847 +13%
FSG
70
Financial Strategies Group
Michigan
$799K 55,428 +9,076 +20%
NA
71
Nordwand Advisors
Pennsylvania
$769K 56,311 -1,205 -2%
QT
72
Quantbot Technologies
New York
$763K 55,820 +55,820 New
AG
73
AlTi Global
New York
$742K 51,641 -200 -0.4%
Brown Advisory
74
Brown Advisory
Maryland
$738K 54,021 – –
Creative Planning
75
Creative Planning
Kansas
$726K 53,128 +996 +2%
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