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Oaktree Specialty Lending
OCSL

Overview Fund Activity

191 hedge funds and large institutions have $456M invested in Oaktree Specialty Lending in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 69 increasing their positions, 56 reducing their positions, and 18 closing their positions.

Holders
191
Holders Change
+5
Holders Change %
+2.69%
% of All Funds
2.56%
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
69
Reduced
56
Closed
18
Calls
$738K
Puts
$4.29M
Net Calls
-$3.55M
Net Calls Change
+$150K

Top Buyers

1
CAM
1
Claret Asset Management
Quebec, Canada
$23.2M
2
GAM
2
Generali Asset Management
Italy
$25.8M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$8.56M
4
RCM
4
Rivernorth Capital Management
Florida
$8.45M
5
JVBC
5
J.V. Bruni & Co
Colorado
$30.2M

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$0
2
LSV Asset Management
2
LSV Asset Management
Illinois
$4.1M
3
Wells Fargo
3
Wells Fargo
California
$3.36M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$7.07M
5
RWM
5
Rezny Wealth Management
Florida
$2.57M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
101
Avaii Wealth Management
Wisconsin
$385K 28,212 +12,139 +76%
Cetera Investment Advisers
102
Cetera Investment Advisers
Illinois
$366K 26,769 -407 -1%
ACM
103
Adalta Capital Management
New York
$349K 25,535 – –
MG
104
Marex Group
$344K 25,211 +25,211 New
RPCA
105
Running Point Capital Advisors
California
$343K 25,080 +5,000 +25%
Cambridge Investment Research Advisors
106
Cambridge Investment Research Advisors
Iowa
$339K 24,819 -4,600 -16%
CGA
107
Crescent Grove Advisors
Illinois
$325K 23,765 – –
AWS
108
Atria Wealth Solutions
New York
$317K 23,186 +4,331 +23%
GIC
109
Generali Investments CEE
Czech Republic
$314K 23,020 +2,106 +10%
FWP
110
FAS Wealth Partners
Kansas
$276K 20,195 – –
RW
111
REDW Wealth
New Mexico
$273K 20,000 +7,000 +54%
CPIG
112
Chicago Partners Investment Group
Illinois
$264K 18,317 -1,627 -8%
JHCP
113
Jackson Hole Capital Partners
Oklahoma
$255K 18,651 – –
SIMG
114
Sonora Investment Management Group
Arizona
$247K 18,100 +2,400 +15%
Marshall Wace
115
Marshall Wace
United Kingdom
$246K 18,011 +18,011 New
MHIC
116
Marble Harbor Investment Counsel
Massachusetts
$246K 18,000 -2,050 -10%
KBC Group
117
KBC Group
Belgium
$245K 17,930 – –
Neuberger Berman Group
118
Neuberger Berman Group
New York
$243K 17,781 -75,415 -81%
PA
119
Parallel Advisors
California
$236K 17,250 – –
NP
120
Nilsine Partners
Colorado
$225K 16,455 – –
AIP
121
Almanack Investment Partners
Pennsylvania
$223K 16,361 – –
Squarepoint
122
Squarepoint
New York
$222K 16,261 -15,980 -50%
ProShare Advisors
123
ProShare Advisors
Maryland
$198K 14,518 -2,104 -13%
SIG
124
Stonegate Investment Group
Alabama
$196K 14,371 +358 +3%
Envestnet Asset Management
125
Envestnet Asset Management
Illinois
$195K 14,262 -70,208 -83%
3 4
5
6 7