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Oaktree Specialty Lending

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

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1.43% more ownership

Funds ownership: 36.39%37.82% (+1.4%)

6% less capital invested

Capital invested by funds: $483M → $456M (-$27.3M)

77% less call options, than puts

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

Holders
193
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
$1.13M
Puts
$5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
101
Avaii Wealth Management
Wisconsin
$385K
Cetera Investment Advisers
102
Cetera Investment Advisers
Illinois
$366K
Susquehanna International Group
103
Susquehanna International Group
Pennsylvania
$355K
ACM
104
Adalta Capital Management
New York
$349K
MG
105
Marex Group
$344K
RPCA
106
Running Point Capital Advisors
California
$343K
Cambridge Investment Research Advisors
107
Cambridge Investment Research Advisors
Iowa
$339K
CGA
108
Crescent Grove Advisors
Illinois
$325K
AWS
109
Atria Wealth Solutions
New York
$317K
GIC
110
Generali Investments CEE
Czech Republic
$314K
FWP
111
FAS Wealth Partners
Kansas
$276K
RW
112
REDW Wealth
New Mexico
$273K
CPIG
113
Chicago Partners Investment Group
Illinois
$264K
JHCP
114
Jackson Hole Capital Partners
Oklahoma
$255K
SIMG
115
Sonora Investment Management Group
Arizona
$247K
Marshall Wace
116
Marshall Wace
United Kingdom
$246K
MHIC
117
Marble Harbor Investment Counsel
Massachusetts
$246K
KBC Group
118
KBC Group
Belgium
$245K
Neuberger Berman Group
119
Neuberger Berman Group
New York
$243K
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
ProShare Advisors
124
ProShare Advisors
Maryland
$198K
SIG
125
Stonegate Investment Group
Alabama
$196K