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Oaktree Specialty Lending
OCSL

Overview Fund Activity

186 hedge funds and large institutions have $483M invested in Oaktree Specialty Lending in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 78 increasing their positions, 51 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
-9
Holders Change %
-4.62%
% of All Funds
2.53%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
26
Increased
78
Reduced
51
Closed
31
Calls
$1.45M
Puts
$5.15M
Net Calls
-$3.7M
Net Calls Change
-$4.06M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$18.4M
2
GAM
Generali Asset Management
Italy
+$8.38M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$5.14M
4
RCM
Rivernorth Capital Management
Florida
+$5.1M
5
CastleKeep Investment Advisors
CastleKeep Investment Advisors
Connecticut
+$4.25M

Top Sellers

1
WA
Whipplewood Advisors
Colorado
-$272M
2
CAM
Claret Asset Management
Quebec, Canada
-$22.8M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$15.8M
4
Millennium Management
Millennium Management
New York
-$5.64M
5
CC
CF Capital
Massachusetts
-$4.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
101
Cetera Investment Advisers
Illinois
$417K +$70.5K +4,589 +20%
ACM
102
Adalta Capital Management
New York
$392K +$8.22K +535 +2%
OC
103
Oppenheimer & Co
New York
$381K +$381K +24,806 New
CGA
104
Crescent Grove Advisors
Illinois
$365K – – –
State Street
105
State Street
Massachusetts
$338K +$338K +22,010 New
Northern Trust
106
Northern Trust
Illinois
$331K -$553K -36,015 -63%
GIC
107
Generali Investments CEE
Czech Republic
$321K +$321K +20,914 New
FWP
108
FAS Wealth Partners
Kansas
$310K -$104K -6,778 -25%
RPCA
109
Running Point Capital Advisors
California
$308K +$47.3K +3,080 +18%
MHIC
110
Marble Harbor Investment Counsel
Massachusetts
$308K -$270K -17,600 -47%
Comerica Bank
111
Comerica Bank
Texas
$308K -$12.1K -788 -4%
ET
112
Entropy Technologies
New York
$305K -$246K -15,992 -45%
D.E. Shaw & Co
113
D.E. Shaw & Co
New York
$302K -$2.32M -151,229 -88%
Ameriprise
114
Ameriprise
Minnesota
$297K -$169K -11,011 -36%
AWS
115
Atria Wealth Solutions
New York
$290K +$8.8K +573 +3%
JHCP
116
Jackson Hole Capital Partners
Oklahoma
$286K – – –
KBC Group
117
KBC Group
Belgium
$275K – – –
Millennium Management
118
Millennium Management
New York
$269K -$5.64M -367,426 -95%
CPIG
119
Chicago Partners Investment Group
Illinois
$266K -$48.3K -3,623 -15%
PA
120
Parallel Advisors
California
$265K – – –
ProShare Advisors
121
ProShare Advisors
Maryland
$255K +$26.3K +1,712 +11%
NP
122
Nilsine Partners
Colorado
$253K – – –
AIP
123
Almanack Investment Partners
Pennsylvania
$251K +$251K +16,361 New
AWM
124
Avaii Wealth Management
Wisconsin
$247K +$247K +16,073 New
SIMG
125
Sonora Investment Management Group
Arizona
$241K +$30.7K +2,000 +15%
3 4
5
6 7