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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
DA
51
Denali Advisors
California
$1.09M -$9.35K -781 -0.8%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$1.08M -$847K -70,734 -43%
TCM
53
TT Capital Management
California
$1.01M -$74.2K -6,196 -6%
Balyasny Asset Management
54
Balyasny Asset Management
Illinois
$935K +$812K +67,854 +456%
TI
55
Trexquant Investment
Connecticut
$920K +$974K +81,387 New
Squarepoint
56
Squarepoint
New York
$884K +$357K +29,864 +62%
SGCA
57
Steel Grove Capital Advisors
Tennessee
$797K +$342K +28,602 +68%
WIA
58
Wealthedge Investment Advisors
New York
$769K +$677K +56,578 +494%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$739K -$20.2K -1,690 -3%
BTI
60
Blue Trust Inc
Georgia
$733K
VIA
61
Virtus Investment Advisers
Connecticut
$730K +$1.23K +103 +0.2%
TCBWMS
62
Texas Capital Bank Wealth Management Services
Texas
$669K -$1.23M -102,879 -63%
NA
63
NewEdge Advisors
Louisiana
$655K +$362K +30,257 +109%
SIS
64
Sound Income Strategies
Florida
$604K +$54.3K +4,535 +9%
AWM
65
Avaii Wealth Management
Wisconsin
$578K +$66.9K +5,587 +12%
Invesco
66
Invesco
Georgia
$576K -$53.1K -4,438 -8%
XT
67
XTX Topco
Cayman Islands
$571K -$1.02M -85,334 -63%
Creative Planning
68
Creative Planning
Kansas
$564K -$39.3K -3,282 -6%
EH
69
Equitable Holdings
New York
$537K +$505K +42,163 New
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$519K +$255K +21,279 +86%
Northern Trust
71
Northern Trust
Illinois
$498K -$425K -35,507 -45%
CA
72
Cornerstone Advisory
Maryland
$494K +$10.1K +844 +2%
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$487K -$602K -50,306 -54%
BHCM
74
Brevan Howard Capital Management
Jersey
$467K -$19.3K -1,612 -4%
NAM
75
NewGen Asset Management
Ontario, Canada
$458K +$485K +40,500 New