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Oaktree Specialty Lending
OCSL

Overview Fund Activity

186 hedge funds and large institutions have $483M invested in Oaktree Specialty Lending in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 78 increasing their positions, 51 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
-9
Holders Change %
-4.62%
% of All Funds
2.53%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
26
Increased
78
Reduced
51
Closed
31
Calls
$1.45M
Puts
$5.15M
Net Calls
-$3.7M
Net Calls Change
-$4.06M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$18.4M
2
GAM
Generali Asset Management
Italy
+$8.38M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$5.14M
4
RCM
Rivernorth Capital Management
Florida
+$5.1M
5
CastleKeep Investment Advisors
CastleKeep Investment Advisors
Connecticut
+$4.25M

Top Sellers

1
WA
Whipplewood Advisors
Colorado
-$272M
2
CAM
Claret Asset Management
Quebec, Canada
-$22.8M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$15.8M
4
Millennium Management
Millennium Management
New York
-$5.64M
5
CC
CF Capital
Massachusetts
-$4.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFG
76
Fiduciary Financial Group
California
$726K +$482K +35,595 +198%
CAU
77
Caxton Associates (UK)
$725K +$725K +47,194 New
BI
78
Bramshill Investments
Florida
$687K +$860 +56 +0.1%
MLIC
79
Mandatum Life Insurance Company
Finland
$680K +$113K +7,359 +20%
CAM
80
Cresset Asset Management
Illinois
$669K -$31K -2,021 -4%
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$663K +$198K +12,903 +43%
FSG
82
Financial Strategies Group
Michigan
$657K +$127K +8,964 +24%
FHA
83
Flagship Harbor Advisors
Massachusetts
$593K +$49.9K +3,247 +9%
Jane Street
84
Jane Street
New York
$580K -$842K -54,820 -59%
AQR Capital Management
85
AQR Capital Management
Connecticut
$559K -$21K -1,370 -4%
VF
86
Virtu Financial
New York
$535K +$125K +8,154 +31%
JTWM
87
Jackson Thornton Wealth Management
Alabama
$523K -$19.7K -1,370 -4%
Squarepoint
88
Squarepoint
New York
$495K +$495K +32,241 New
NFC
89
Northeast Financial Consultants
Connecticut
$494K – – –
PI
90
PFG Investments
New York
$478K +$7.37K +480 +2%
WA
91
Whipplewood Advisors
Colorado
$474K -$272M -30,376 -100%
LC
92
Lindbrook Capital
California
$458K +$197K +12,815 +75%
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
$452K +$13K +848 +3%
PSP
94
Principal Street Partners
Tennessee
$449K +$4.61K +300 +1%
GC
95
Guggenheim Capital
Illinois
$448K +$30K +1,950 +7%
MCM
96
MAI Capital Management
Ohio
$448K +$379K +24,700 +554%
SA
97
Sovran Advisors
California
$439K -$2.23M -155,555 -84%
VIPI
98
Vista Investment Partners II
Indiana
$435K -$622K -40,503 -59%
MML Investors Services
99
MML Investors Services
Massachusetts
$429K -$905 -59 -0.2%
CA
100
Clearstead Advisors
Ohio
$424K +$11K +715 +3%
2 3
4
5 6