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Oaktree Specialty Lending

183 hedge funds and large institutions have $441M invested in Oaktree Specialty Lending in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 57 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

5% less funds holding

Funds holding: 193183 (-10)

19% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 32

30% less call options, than puts

Call options by funds: $700K | Put options by funds: $999K

Holders
183
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
$700K
Puts
$999K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
101
Cambridge Investment Research Advisors
Iowa
$294K
TI
102
TrueMark Investments
Illinois
$280K
FWP
103
FAS Wealth Partners
Kansas
$264K
GIC
104
Generali Investments CEE
Czech Republic
$262K
RW
105
REDW Wealth
New Mexico
$261K
FRM
106
Fox Run Management
Connecticut
$258K
CPIG
107
Chicago Partners Investment Group
Illinois
$244K
JHCP
108
Jackson Hole Capital Partners
Oklahoma
$243K
Verition Fund Management
109
Verition Fund Management
Connecticut
$242K
SIMG
110
Sonora Investment Management Group
Arizona
$236K
ProShare Advisors
111
ProShare Advisors
Maryland
$234K
TCB
112
Texas Capital Bancshares
Texas
$234K
BL
113
BFSG LLC
California
$231K
CA
114
Clearstead Advisors
Ohio
$231K
PA
115
Parallel Advisors
California
$226K
NP
116
Nilsine Partners
Colorado
$215K
AWA
117
Arete Wealth Advisors
Illinois
$205K
SCM
118
Sunbeam Capital Management
Georgia
$201K
Neuberger Berman Group
119
Neuberger Berman Group
New York
$199K
SIG
120
Stonegate Investment Group
Alabama
$198K
CWM
121
Cornerstone Wealth Management
Missouri
$193K
NA
122
NewEdge Advisors
Louisiana
$193K
MML Investors Services
123
MML Investors Services
Massachusetts
$170K
MC
124
Moors & Cabot
Massachusetts
$162K
MCI
125
MRP Capital Investments
Georgia
$158K