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Oaktree Specialty Lending

193 hedge funds and large institutions have $452M invested in Oaktree Specialty Lending in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 68 increasing their positions, 58 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

40% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 20

17% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 58

3% more funds holding

Funds holding: 188193 (+5)

1.13% more ownership

Funds ownership: 36.42%37.55% (+1.1%)

7% less capital invested

Capital invested by funds: $484M → $452M (-$31.6M)

77% less call options, than puts

Call options by funds: $1.13M | Put options by funds: $5M

Holders
193
Holders Change
+5
Holders Change %
+2.66%
% of All Funds
2.54%
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
68
Reduced
58
Closed
20
Calls
$1.13M
Puts
$5M
Net Calls
-$3.87M
Net Calls Change
-$169K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
101
Avaii Wealth Management
Wisconsin
$385K +$171K +12,139 +76%
Cetera Investment Advisers
102
Cetera Investment Advisers
Illinois
$366K -$5.74K -407 -1%
Susquehanna International Group
103
Susquehanna International Group
Pennsylvania
$355K -$702K -49,826 -66%
ACM
104
Adalta Capital Management
New York
$349K
MG
105
Marex Group
$344K +$355K +25,211 New
RPCA
106
Running Point Capital Advisors
California
$343K +$70.5K +5,000 +25%
Cambridge Investment Research Advisors
107
Cambridge Investment Research Advisors
Iowa
$339K -$64.8K -4,600 -16%
CGA
108
Crescent Grove Advisors
Illinois
$325K
AWS
109
Atria Wealth Solutions
New York
$317K +$61.1K +4,331 +23%
GIC
110
Generali Investments CEE
Czech Republic
$314K +$29.7K +2,106 +10%
FWP
111
FAS Wealth Partners
Kansas
$276K
RW
112
REDW Wealth
New Mexico
$273K +$98.7K +7,000 +54%
CPIG
113
Chicago Partners Investment Group
Illinois
$264K -$22.9K -1,627 -8%
JHCP
114
Jackson Hole Capital Partners
Oklahoma
$255K
SIMG
115
Sonora Investment Management Group
Arizona
$247K +$33.8K +2,400 +15%
Marshall Wace
116
Marshall Wace
United Kingdom
$246K +$254K +18,011 New
MHIC
117
Marble Harbor Investment Counsel
Massachusetts
$246K -$28.9K -2,050 -10%
KBC Group
118
KBC Group
Belgium
$245K
Neuberger Berman Group
119
Neuberger Berman Group
New York
$243K -$1.06M -75,415 -81%
PA
120
Parallel Advisors
California
$236K
NP
121
Nilsine Partners
Colorado
$225K
AIP
122
Almanack Investment Partners
Pennsylvania
$223K
Squarepoint
123
Squarepoint
New York
$222K -$225K -15,980 -50%
ProShare Advisors
124
ProShare Advisors
Maryland
$198K -$29.7K -2,104 -13%
SIG
125
Stonegate Investment Group
Alabama
$196K +$5.05K +358 +3%

OCSL Hedge Fund Activity: Q2 2025 in Review

193 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Oaktree Specialty Lending (OCSL) for Q2 2025, worth a combined $452M — down 6.5% from $484M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new OCSL positions and 20 closed out — a net gain of 8 holders — while 68 added to existing stakes and 58 trimmed.

The largest buyer was Claret Asset Management, opening a new position worth an estimated $24M. The largest seller was Osaic Holdings, cutting an estimated $4.7M.

  • 193 institutional investors held Oaktree Specialty Lending (OCSL) as of Q2 2025, up from 188 in Q1 2025.
  • Funds reported $452M of Oaktree Specialty Lending stock for Q2 2025, down 6.5% quarter-over-quarter.
  • 28 funds opened new Oaktree Specialty Lending positions in Q2 2025 and 20 closed out, a net change of +8 holders.
  • The largest Oaktree Specialty Lending buyer in Q2 2025 was Claret Asset Management, an estimated $24M added.
  • The largest Oaktree Specialty Lending seller in Q2 2025 was Osaic Holdings, an estimated $4.7M sold.

Based on aggregated 13F filings for Q2 2025.