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Oaktree Specialty Lending
OCSL

Overview Fund Activity

193 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, 57 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+7
Holders Change %
+3.76%
% of All Funds
2.59%
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
57
Closed
18
Calls
$1.13M
Puts
$5M
Net Calls
-$3.87M
Net Calls Change
-$169K

Top Buyers

1
CAM
Claret Asset Management
Quebec, Canada
+$23.2M
2
GAM
Generali Asset Management
Italy
+$11M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$6.41M
4
RCM
Rivernorth Capital Management
Florida
+$3.92M
5
JVBC
J.V. Bruni & Co
Colorado
+$3.78M

Top Sellers

1
Barclays
Barclays
United Kingdom
-$3.58M
2
LSV Asset Management
LSV Asset Management
Illinois
-$3.33M
3
Wells Fargo
Wells Fargo
California
-$1.64M
4
Osaic Holdings
Osaic Holdings
Arizona
-$1.58M
5
RWM
Rezny Wealth Management
Florida
-$1.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
76
Beacon Pointe Advisors
California
$688K -$419K -30,693 -38%
JPMorgan Chase & Co
77
JPMorgan Chase & Co
New York
$671K -$983K -71,929 -59%
CAU
78
Caxton Associates (UK)
$645K – – –
Stifel Financial
79
Stifel Financial
Missouri
$619K -$247K -18,079 -29%
BI
80
Bramshill Investments
Florida
$609K -$1.61K -118 -0.3%
CAM
81
Cresset Asset Management
Illinois
$598K +$3.01K +220 +0.5%
Corient Private Wealth
82
Corient Private Wealth
Florida
$586K +$434K +31,800 +286%
OAM
83
Oxford Asset Management
United Kingdom
$564K +$564K +41,267 New
MLIC
84
Mandatum Life Insurance Company
Finland
$515K -$89.6K -6,560 -15%
Janney Montgomery Scott
85
Janney Montgomery Scott
Pennsylvania
$515K -$75K -5,488 -13%
SWP
86
Strategic Wealth Partners
Ohio
$512K +$512K +37,489 New
JTWM
87
Jackson Thornton Wealth Management
Alabama
$502K -$11.5K -818 -2%
FHA
88
Flagship Harbor Advisors
Massachusetts
$496K -$31K -2,269 -6%
AQR Capital Management
89
AQR Capital Management
Connecticut
$486K -$11.2K -818 -2%
Verition Fund Management
90
Verition Fund Management
Connecticut
$485K +$485K +35,514 New
NFC
91
Northeast Financial Consultants
Connecticut
$439K – – –
PI
92
PFG Investments
New York
$434K +$8.55K +626 +2%
GC
93
Guggenheim Capital
Illinois
$429K +$30.4K +2,222 +8%
MML Investors Services
94
MML Investors Services
Massachusetts
$423K +$40.7K +2,978 +11%
SA
95
Sovran Advisors
California
$422K -$10.2K -726 -2%
MCM
96
MAI Capital Management
Ohio
$396K -$2.73K -200 -0.7%
PPW
97
Pasadena Private Wealth
California
$395K +$395K +28,901 New
PSP
98
Principal Street Partners
Tennessee
$394K -$5.46K -400 -1%
CA
99
Clearstead Advisors
Ohio
$393K +$15.3K +1,118 +4%
Comerica Bank
100
Comerica Bank
Texas
$386K +$112K +8,223 +41%
2 3
4
5 6