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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 %
AAM
51
Advisors Asset Management
Colorado
$1.42M -$1.03M -75,436 -42%
PA
52
Pinnacle Associates
New York
$1.36M -$694K -50,794 -34%
WIA
53
Wealthedge Investment Advisors
New York
$1.32M -$449K -32,885 -25%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$1.3M -$219K -16,062 -14%
HWAM
55
Hennion & Walsh Asset Management
New Jersey
$1.28M -$489K -35,829 -28%
Lazard Asset Management
56
Lazard Asset Management
New York
$1.27M – – –
PGF
57
Plan Group Financial
Oklahoma
$1.26M +$239K +17,503 +23%
SIC
58
Samalin Investment Counsel
New York
$1.2M +$30.5K +2,235 +3%
CA
59
Cornerstone Advisory
Maryland
$1.19M -$4.43K -324 -0.4%
VIA
60
Virtus Investment Advisers
Connecticut
$1.13M -$117K -8,545 -9%
Northern Trust
61
Northern Trust
Illinois
$1.1M +$807K +59,066 +274%
State Street
62
State Street
Massachusetts
$1.08M +$775K +56,735 +258%
WA
63
Whipplewood Advisors
Colorado
$1M +$999K +73,163 +138,043%
ACM
64
Arlington Capital Management
Illinois
$941K +$941K +68,855 New
BTI
65
Blue Trust Inc
Georgia
$937K – – –
Raymond James Financial
66
Raymond James Financial
Florida
$930K +$5.49K +402 +0.6%
OPA
67
Old Port Advisors
Maine
$915K +$915K +67,004 New
Group One Trading
68
Group One Trading
Illinois
$839K +$839K +61,437 New
FFG
69
Fiduciary Financial Group
California
$831K +$94.1K +6,847 +13%
FSG
70
Financial Strategies Group
Michigan
$799K +$131K +9,076 +20%
NA
71
Nordwand Advisors
Pennsylvania
$769K -$16.5K -1,205 -2%
QT
72
Quantbot Technologies
New York
$763K +$763K +55,820 New
AG
73
AlTi Global
New York
$742K -$2.87K -200 -0.4%
Brown Advisory
74
Brown Advisory
Maryland
$738K – – –
Creative Planning
75
Creative Planning
Kansas
$726K +$13.6K +996 +2%
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