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Oaktree Specialty Lending

204 hedge funds and large institutions have $455M invested in Oaktree Specialty Lending in 2025 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 58 increasing their positions, 69 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 24

55% more call options, than puts

Call options by funds: $981K | Put options by funds: $634K

10% more funds holding

Funds holding: 185204 (+19)

2.11% more ownership

Funds ownership: 38.43%40.54% (+2.1%)

3% more capital invested

Capital invested by funds: $442M → $455M (+$13.2M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

16% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 69

Holders
204
Holders Change
+19
Holders Change %
+10.27%
% of All Funds
2.48%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
48
Increased
58
Reduced
69
Closed
24
Calls
$981K
Puts
$634K
Net Calls
+$347K
Net Calls Change
+$646K
Name Holding Trade Value Shares
Change
Change in
Stake
Squarepoint
76
Squarepoint
New York
$616K +$646K +48,336 New
AWM
77
Avaii Wealth Management
Wisconsin
$581K +$47K +3,519 +8%
BI
78
Bramshill Investments
Florida
$559K +$3.85K +288 +0.7%
BHCM
79
Brevan Howard Capital Management
Jersey
$546K +$144K +10,810 +34%
CA
80
Cornerstone Advisory
Maryland
$546K -$131K -9,783 -19%
SGCA
81
Steel Grove Capital Advisors
Tennessee
$534K +$560K +41,935 New
AAM
82
Advisors Asset Management
Colorado
$531K -$826K -61,843 -60%
SF
83
Summit Financial
New Jersey
$511K -$12K -897 -2%
CAM
84
Cresset Asset Management
Illinois
$505K +$120 +9 +0%
GC
85
Guggenheim Capital
Illinois
$503K +$44.2K +3,309 +9%
SA
86
Sovran Advisors
California
$499K +$24.1K +1,805 +5%
Citadel Advisors
87
Citadel Advisors
Florida
$455K +$38.6K +2,889 +9%
Stifel Financial
88
Stifel Financial
Missouri
$454K -$89.4K -6,689 -16%
Brown Advisory
89
Brown Advisory
Maryland
$451K -$249K -18,633 -34%
AG
90
AlTi Global
New York
$449K -$219K -16,431 -32%
SWP
91
Strategic Wealth Partners
Ohio
$437K -$52.1K -3,900 -10%
JTWM
92
Jackson Thornton Wealth Management
Alabama
$433K -$6.34K -475 -1%
AQR Capital Management
93
AQR Capital Management
Connecticut
$432K -$11.8K -886 -3%
MG
94
Marex Group
$430K +$451K +33,748 New
Janney Montgomery Scott
95
Janney Montgomery Scott
Pennsylvania
$428K -$57.4K -4,298 -11%
AAP
96
Arax Advisory Partners
Colorado
$408K +$428K +32,026 New
SSA
97
Schonfeld Strategic Advisors
New York
$392K -$211K -15,800 -34%
SG Americas Securities
98
SG Americas Securities
New York
$389K +$248K +18,576 +156%
SWCM
99
Sullivan Wood Capital Management
District of Columbia
$388K +$263K +19,700 +183%
GF
100
Gabelli Funds
New York
$382K -$1.94M -145,000 -83%