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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
AAM
76
Advisors Asset Management
Colorado
$451K -$21.3K -1,780 -4%
CAM
77
Cresset Asset Management
Illinois
$448K +$120 +10 +0%
SWP
78
Significant Wealth Partners
Illinois
$433K +$458K +38,276 New
DS
79
DRW Securities
Illinois
$430K +$456K +38,092 New
WG
80
Winton Group
United Kingdom
$413K +$242K +20,216 +124%
VFA
81
Valeo Financial Advisors
Indiana
$405K +$243K +20,285 +130%
TI
82
Tidal Investments
Wisconsin
$404K +$428K +35,793 New
AQR Capital Management
83
AQR Capital Management
Connecticut
$403K +$20.8K +1,734 +5%
JTWM
84
Jackson Thornton Wealth Management
Alabama
$399K -$6.97K -582 -2%
AG
85
AlTi Global
New York
$398K
GC
86
Guggenheim Capital
Illinois
$396K -$53.7K -4,485 -11%
SWP
87
Strategic Wealth Partners
Ohio
$384K -$3.59K -300 -0.9%
Janney Montgomery Scott
88
Janney Montgomery Scott
Pennsylvania
$379K -$634 -53 -0.2%
SF
89
Summit Financial
New Jersey
$368K -$90.7K -7,579 -19%
Cetera Investment Advisers
90
Cetera Investment Advisers
Illinois
$340K +$8.45K +706 +2%
Cerity Partners
91
Cerity Partners
New York
$337K +$357K +29,813 New
SA
92
Sovran Advisors
California
$333K -$143K -11,970 -31%
TI
93
TrueMark Investments
Illinois
$329K -$649K -54,211 -65%
BPAMU
94
BTG Pactual Asset Management US
New York
$322K +$341K +28,466 New
Millennium Management
95
Millennium Management
New York
$313K -$767K -64,055 -70%
Stifel Financial
96
Stifel Financial
Missouri
$297K -$112K -9,372 -26%
Brown Advisory
97
Brown Advisory
Maryland
$296K -$110K -9,219 -26%
CA
98
Clearstead Advisors
Ohio
$292K +$111K +9,296 +56%
NLP
99
Next Level Private
New York
$291K +$308K +25,721 New
BCM
100
Bluefin Capital Management
New York
$288K -$1.2K -100 -0.4%