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Oaktree Specialty Lending
OCSL

Overview Fund Activity

191 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, 56 reducing their positions, and 18 closing their positions.

Holders
191
Holders Change
+5
Holders Change %
+2.69%
% of All Funds
2.56%
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
56
Closed
18
Calls
$738K
Puts
$4.29M
Net Calls
-$3.55M
Net Calls Change
+$150K

Top Buyers

1
CAM
1
Claret Asset Management
Quebec, Canada
$23.2M
2
GAM
2
Generali Asset Management
Italy
$25.8M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$8.56M
4
RCM
4
Rivernorth Capital Management
Florida
$8.45M
5
JVBC
5
J.V. Bruni & Co
Colorado
$30.2M

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$0
2
LSV Asset Management
2
LSV Asset Management
Illinois
$4.1M
3
Wells Fargo
3
Wells Fargo
California
$3.36M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$7.07M
5
RWM
5
Rezny Wealth Management
Florida
$2.57M
Name Market Value Shares Shares
Change 		Shares
Change %
BPA
76
Beacon Pointe Advisors
California
$688K 50,352 -30,693 -38%
JPMorgan Chase & Co
77
JPMorgan Chase & Co
New York
$671K 49,140 -71,929 -59%
CAU
78
Caxton Associates (UK)
$645K 47,194 – –
Stifel Financial
79
Stifel Financial
Missouri
$619K 45,350 -18,079 -29%
BI
80
Bramshill Investments
Florida
$609K 44,597 -118 -0.3%
CAM
81
Cresset Asset Management
Illinois
$598K 43,773 +220 +0.5%
Corient Private Wealth
82
Corient Private Wealth
Florida
$586K 42,918 +31,800 +286%
OAM
83
Oxford Asset Management
United Kingdom
$564K 41,267 +41,267 New
MLIC
84
Mandatum Life Insurance Company
Finland
$515K 37,714 -6,560 -15%
Janney Montgomery Scott
85
Janney Montgomery Scott
Pennsylvania
$515K 37,708 -5,488 -13%
SWP
86
Strategic Wealth Partners
Ohio
$512K 37,489 +37,489 New
JTWM
87
Jackson Thornton Wealth Management
Alabama
$502K 35,601 -818 -2%
FHA
88
Flagship Harbor Advisors
Massachusetts
$496K 36,310 -2,269 -6%
AQR Capital Management
89
AQR Capital Management
Connecticut
$486K 35,601 -818 -2%
Verition Fund Management
90
Verition Fund Management
Connecticut
$485K 35,514 +35,514 New
NFC
91
Northeast Financial Consultants
Connecticut
$439K 32,166 – –
PI
92
PFG Investments
New York
$434K 31,767 +626 +2%
GC
93
Guggenheim Capital
Illinois
$429K 31,406 +2,222 +8%
MML Investors Services
94
MML Investors Services
Massachusetts
$423K 30,939 +2,978 +11%
SA
95
Sovran Advisors
California
$422K 29,882 -726 -2%
MCM
96
MAI Capital Management
Ohio
$396K 28,957 -200 -0.7%
PPW
97
Pasadena Private Wealth
California
$395K 28,901 +28,901 New
PSP
98
Principal Street Partners
Tennessee
$394K 28,810 -400 -1%
CA
99
Clearstead Advisors
Ohio
$393K 28,747 +1,118 +4%
Comerica Bank
100
Comerica Bank
Texas
$386K 28,259 +8,223 +41%
2 3
4
5 6