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Oaktree Specialty Lending

201 hedge funds and large institutions have $454M invested in Oaktree Specialty Lending in 2025 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 58 increasing their positions, 68 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more ownership

Funds ownership:

3% more capital invested

Capital invested by funds: $442M → $454M (+$12.2M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

15% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 68

Holders
201
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$981K
Puts
$634K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
101
Cetera Investment Advisers
Illinois
$375K
MCM
102
Massar Capital Management
Connecticut
$367K
RPCA
103
Running Point Capital Advisors
California
$367K
NA
104
NewEdge Advisors
Louisiana
$354K
JP Morgan Chase
105
JP Morgan Chase
New York
$349K
JF
106
Jump Financial
Illinois
$330K
PI
107
PFG Investments
New York
$315K
Rockefeller Capital Management
108
Rockefeller Capital Management
New York
$315K
ECM
109
ExodusPoint Capital Management
New York
$301K
Corient Private Wealth
110
Corient Private Wealth
Florida
$266K
PSP
111
Principal Street Partners
Tennessee
$266K
FWP
112
FAS Wealth Partners
Kansas
$257K
GIC
113
Generali Investments CEE
Czech Republic
$255K
BL
114
BFSG LLC
California
$249K
SCM
115
Sunbeam Capital Management
Georgia
$243K
JHCP
116
Jackson Hole Capital Partners
Oklahoma
$238K
Cambridge Investment Research Advisors
117
Cambridge Investment Research Advisors
Iowa
$224K
FHA
118
Flagship Harbor Advisors
Massachusetts
$222K
PA
119
Parallel Advisors
California
$220K
EFS
120
Essex Financial Services
Connecticut
$217K
ProShare Advisors
121
ProShare Advisors
Maryland
$216K
CPIG
122
Chicago Partners Investment Group
Illinois
$215K
CA
123
Clearstead Advisors
Ohio
$210K
NP
124
Nilsine Partners
Colorado
$210K
WG
125
Winton Group
United Kingdom
$208K