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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
Lido Advisors
51
Lido Advisors
California
$1.53M +$23K +1,720 +1%
Mariner
52
Mariner
Kansas
$1.48M +$186K +13,928 +14%
CIM
53
Confluence Investment Management
Missouri
$1.48M -$90.6K -6,784 -6%
CCWP
54
Cedar Cove Wealth Partners
Minnesota
$1.4M +$1.47M +109,744 New
FIA
55
FNY Investment Advisers
New York
$1.31M +$1.37M +102,600 New
State Street
56
State Street
Massachusetts
$1.28M +$259K +19,370 +24%
DA
57
Denali Advisors
California
$1.24M -$200K -14,954 -13%
TCM
58
TT Capital Management
California
$1.22M -$160K -11,985 -11%
Bank of America
59
Bank of America
North Carolina
$1.21M -$1.47M -110,321 -54%
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$1.19M +$1.15M +86,017 +1,162%
Millennium Management
61
Millennium Management
New York
$1.17M +$871K +65,204 +245%
TI
62
TrueMark Investments
Illinois
$1.06M +$827K +61,872 +288%
VC
63
VarCov Co
Connecticut
$1.02M +$1.07M +80,024 New
Northern Trust
64
Northern Trust
Illinois
$1.01M -$63.5K -4,755 -6%
CAU
65
Caxton Associates (UK)
$1.01M +$209K +15,682 +25%
QT
66
Quantbot Technologies
New York
$986K +$1.03M +77,419 New
GAM
67
Gotham Asset Management
New York
$942K +$988K +73,966 New
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$855K -$317K -23,721 -26%
BTI
69
Blue Trust Inc
Georgia
$826K -$94.4K -7,068 -10%
VIA
70
Virtus Investment Advisers
Connecticut
$821K -$199K -14,920 -19%
Point72 Asset Management
71
Point72 Asset Management
Connecticut
$818K +$857K +64,177 New
ACM
72
Aquatic Capital Management
Illinois
$799K +$115K +8,616 +16%
Invesco
73
Invesco
Georgia
$705K -$11.1M -831,471 -94%
Creative Planning
74
Creative Planning
Kansas
$677K +$30.1K +2,253 +4%
SIS
75
Sound Income Strategies
Florida
$637K +$616K +46,115 +1,379%