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Oaktree Specialty Lending

186 hedge funds and large institutions have $408M invested in Oaktree Specialty Lending in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 61 increasing their positions, 57 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more call options, than puts

Call options by funds: $1.75M | Put options by funds: $908K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

7% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 57

0.4% more ownership

Funds ownership: 40.54%40.95% (+0.4%)

9% less funds holding

Funds holding: 204186 (-18)

10% less capital invested

Capital invested by funds: $455M → $408M (-$47.1M)

29% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 42

Holders
186
Holders Change
-18
Holders Change %
-8.82%
% of All Funds
2.29%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
30
Increased
61
Reduced
57
Closed
42
Calls
$1.75M
Puts
$908K
Net Calls
+$845K
Net Calls Change
+$498K
Name Holding Trade Value Shares
Change
Change in
Stake
PI
101
PFG Investments
New York
$285K +$6.18K +516 +2%
D.E. Shaw & Co
102
D.E. Shaw & Co
New York
$279K +$296K +24,714 New
MFIM
103
Mesirow Financial Investment Management
Illinois
$274K +$290K +24,250 New
OAM
104
Oxford Asset Management
United Kingdom
$269K +$95.3K +7,960 +50%
CEFA
105
Closed-End Fund Advisors
Virginia
$257K +$134K +11,183 +96%
ACM
106
Aquatic Capital Management
Illinois
$256K -$479K -40,012 -64%
Mariner
107
Mariner
Kansas
$253K -$1.13M -94,039 -81%
AI
108
Atom Investors
Texas
$245K +$259K +21,653 New
BL
109
BFSG LLC
California
$242K +$22.1K +1,846 +9%
GIC
110
Generali Investments CEE
Czech Republic
$227K
SG Americas Securities
111
SG Americas Securities
New York
$216K -$137K -11,415 -37%
SCM
112
Sunbeam Capital Management
Georgia
$216K
JP Morgan Chase
113
JP Morgan Chase
New York
$215K -$97.6K -8,156 -30%
PSP
114
Principal Street Partners
Tennessee
$215K -$21.8K -1,824 -9%
FWP
115
FAS Wealth Partners
Kansas
$212K -$16.8K -1,400 -7%
JHCP
116
Jackson Hole Capital Partners
Oklahoma
$211K
Simplex Trading
117
Simplex Trading
Illinois
$203K +$215K +17,961 New
NP
118
Nilsine Partners
Colorado
$203K
ProShare Advisors
119
ProShare Advisors
Maryland
$197K +$6.42K +536 +3%
PA
120
Parallel Advisors
California
$195K
EFS
121
Essex Financial Services
Connecticut
$192K +$192 +16 +0.1%
Envestnet Asset Management
122
Envestnet Asset Management
Illinois
$190K +$45.9K +3,836 +30%
MM
123
MQS Management
New York
$182K +$192K +16,076 New
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$181K +$1.04K +87 +0.5%
VM
125
VPR Management
Texas
$178K +$3.18K +266 +2%