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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 %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$1.86M -$650K -42,318 -26%
HighTower Advisors
52
HighTower Advisors
Illinois
$1.81M -$89.2K -5,805 -5%
Lido Advisors
53
Lido Advisors
California
$1.79M -$128K -8,310 -7%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$1.7M -$85.6K -5,573 -5%
RRA
55
Round Rock Advisors
Connecticut
$1.65M +$1.29M +83,828 +354%
Mariner
56
Mariner
Kansas
$1.51M +$93.8K +6,109 +7%
TCM
57
TT Capital Management
California
$1.49M +$42.8K +2,786 +3%
Neuberger Berman Group
58
Neuberger Berman Group
New York
$1.43M +$1.43M +93,196 New
Lazard Asset Management
59
Lazard Asset Management
New York
$1.42M +$1.42M +92,736 New
VIA
60
Virtus Investment Advisers
Connecticut
$1.4M +$1.4M +91,458 New
SIC
61
Samalin Investment Counsel
New York
$1.31M +$687K +44,743 +110%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$1.3M -$492K -32,040 -27%
BPA
63
Beacon Pointe Advisors
California
$1.24M +$752K +48,954 +153%
CA
64
Cornerstone Advisory
Maryland
$1.18M -$1.14M -84,620 -49%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$1.16M -$471K -30,649 -29%
PGF
66
Plan Group Financial
Oklahoma
$1.15M +$477K +31,054 +71%
BTI
67
Blue Trust Inc
Georgia
$1.05M +$319K +20,768 +43%
Raymond James Financial
68
Raymond James Financial
Florida
$1.04M +$334K +21,773 +47%
Goldman Sachs
69
Goldman Sachs
New York
$1.03M -$815K -53,070 -44%
Stifel Financial
70
Stifel Financial
Missouri
$974K +$197K +12,796 +25%
NA
71
Nordwand Advisors
Pennsylvania
$883K – – –
Universal-Beteiligungs- und Servicegesellschaft
72
Universal-Beteiligungs- und Servicegesellschaft
Germany
$839K -$330K -21,500 -28%
Brown Advisory
73
Brown Advisory
Maryland
$830K – – –
Creative Planning
74
Creative Planning
Kansas
$801K +$158K +10,255 +24%
AG
75
AlTi Global
New York
$796K +$3.07K +200 +0.4%
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3
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