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Oaktree Specialty Lending

193 hedge funds and large institutions have $452M invested in Oaktree Specialty Lending in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 68 increasing their positions, 58 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

40% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 20

17% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 58

3% more funds holding

Funds holding: 188193 (+5)

1.13% more ownership

Funds ownership: 36.42%37.55% (+1.1%)

7% less capital invested

Capital invested by funds: $484M → $452M (-$31.6M)

77% less call options, than puts

Call options by funds: $1.13M | Put options by funds: $5M

Holders
193
Holders Change
+5
Holders Change %
+2.66%
% of All Funds
2.54%
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
68
Reduced
58
Closed
20
Calls
$1.13M
Puts
$5M
Net Calls
-$3.87M
Net Calls Change
-$169K
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
76
Beacon Pointe Advisors
California
$688K -$433K -30,693 -38%
JP Morgan Chase
77
JP Morgan Chase
New York
$671K -$1.01M -71,929 -59%
CAU
78
Caxton Associates (UK)
$645K
Stifel Financial
79
Stifel Financial
Missouri
$619K -$255K -18,079 -29%
BI
80
Bramshill Investments
Florida
$609K -$1.66K -118 -0.3%
Corient Private Wealth
81
Corient Private Wealth
Florida
$586K +$448K +31,800 +286%
OAM
82
Oxford Asset Management
United Kingdom
$564K +$582K +41,267 New
CAM
83
Cresset Asset Management
Illinois
$541K -$55.5K -3,938 -9%
MLIC
84
Mandatum Life Insurance Company
Finland
$515K -$92.5K -6,560 -15%
Janney Montgomery Scott
85
Janney Montgomery Scott
Pennsylvania
$515K -$77.4K -5,488 -13%
SWP
86
Strategic Wealth Partners
Ohio
$512K +$528K +37,489 New
JTWM
87
Jackson Thornton Wealth Management
Alabama
$502K -$11.5K -818 -2%
FHA
88
Flagship Harbor Advisors
Massachusetts
$496K -$32K -2,269 -6%
AQR Capital Management
89
AQR Capital Management
Connecticut
$486K -$11.5K -818 -2%
Verition Fund Management
90
Verition Fund Management
Connecticut
$485K +$501K +35,514 New
NFC
91
Northeast Financial Consultants
Connecticut
$439K
PI
92
PFG Investments
New York
$434K +$8.82K +626 +2%
GC
93
Guggenheim Capital
Illinois
$429K +$31.3K +2,222 +8%
MML Investors Services
94
MML Investors Services
Massachusetts
$423K +$42K +2,978 +11%
SA
95
Sovran Advisors
California
$422K -$10.2K -726 -2%
MCM
96
MAI Capital Management
Ohio
$396K -$2.82K -200 -0.7%
PPW
97
Pasadena Private Wealth
California
$395K +$407K +28,901 New
PSP
98
Principal Street Partners
Tennessee
$394K -$5.64K -400 -1%
CA
99
Clearstead Advisors
Ohio
$393K +$15.8K +1,118 +4%
Comerica Bank
100
Comerica Bank
Texas
$386K +$116K +8,223 +41%

OCSL Hedge Fund Activity: Q2 2025 in Review

193 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Oaktree Specialty Lending (OCSL) for Q2 2025, worth a combined $452M — down 6.5% from $484M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new OCSL positions and 20 closed out — a net gain of 8 holders — while 68 added to existing stakes and 58 trimmed.

The largest buyer was Claret Asset Management, opening a new position worth an estimated $24M. The largest seller was Osaic Holdings, cutting an estimated $4.7M.

  • 193 institutional investors held Oaktree Specialty Lending (OCSL) as of Q2 2025, up from 188 in Q1 2025.
  • Funds reported $452M of Oaktree Specialty Lending stock for Q2 2025, down 6.5% quarter-over-quarter.
  • 28 funds opened new Oaktree Specialty Lending positions in Q2 2025 and 20 closed out, a net change of +8 holders.
  • The largest Oaktree Specialty Lending buyer in Q2 2025 was Claret Asset Management, an estimated $24M added.
  • The largest Oaktree Specialty Lending seller in Q2 2025 was Osaic Holdings, an estimated $4.7M sold.

Based on aggregated 13F filings for Q2 2025.