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Oaktree Specialty Lending
OCSL

Overview Fund Activity

193 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, 57 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+7
Holders Change %
+3.76%
% of All Funds
2.59%
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
57
Closed
18
Calls
$1.13M
Puts
$5M
Net Calls
-$3.87M
Net Calls Change
-$169K

Top Buyers

1
CAM
Claret Asset Management
Quebec, Canada
+$23.2M
2
GAM
Generali Asset Management
Italy
+$11M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$6.41M
4
RCM
Rivernorth Capital Management
Florida
+$3.92M
5
JVBC
J.V. Bruni & Co
Colorado
+$3.78M

Top Sellers

1
Barclays
Barclays
United Kingdom
-$3.58M
2
LSV Asset Management
LSV Asset Management
Illinois
-$3.33M
3
Wells Fargo
Wells Fargo
California
-$1.64M
4
Osaic Holdings
Osaic Holdings
Arizona
-$1.58M
5
RWM
Rezny Wealth Management
Florida
-$1.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
101
Avaii Wealth Management
Wisconsin
$385K +$166K +12,139 +76%
Cetera Investment Advisers
102
Cetera Investment Advisers
Illinois
$366K -$5.56K -407 -1%
Susquehanna International Group
103
Susquehanna International Group
Pennsylvania
$355K -$681K -49,826 -66%
ACM
104
Adalta Capital Management
New York
$349K – – –
MG
105
Marex Group
$344K +$344K +25,211 New
RPCA
106
Running Point Capital Advisors
California
$343K +$68.3K +5,000 +25%
Cambridge Investment Research Advisors
107
Cambridge Investment Research Advisors
Iowa
$339K -$62.8K -4,600 -16%
CGA
108
Crescent Grove Advisors
Illinois
$325K – – –
AWS
109
Atria Wealth Solutions
New York
$317K +$59.2K +4,331 +23%
GIC
110
Generali Investments CEE
Czech Republic
$314K +$28.8K +2,106 +10%
FWP
111
FAS Wealth Partners
Kansas
$276K – – –
RW
112
REDW Wealth
New Mexico
$273K +$95.6K +7,000 +54%
CPIG
113
Chicago Partners Investment Group
Illinois
$264K -$23.4K -1,627 -8%
JHCP
114
Jackson Hole Capital Partners
Oklahoma
$255K – – –
SIMG
115
Sonora Investment Management Group
Arizona
$247K +$32.8K +2,400 +15%
Marshall Wace
116
Marshall Wace
United Kingdom
$246K +$246K +18,011 New
MHIC
117
Marble Harbor Investment Counsel
Massachusetts
$246K -$28K -2,050 -10%
KBC Group
118
KBC Group
Belgium
$245K – – –
Neuberger Berman Group
119
Neuberger Berman Group
New York
$243K -$1.03M -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 -$218K -15,980 -50%
ProShare Advisors
124
ProShare Advisors
Maryland
$198K -$28.7K -2,104 -13%
SIG
125
Stonegate Investment Group
Alabama
$196K +$4.89K +358 +3%
3 4
5
6 7