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Oaktree Specialty Lending

204 hedge funds and large institutions have $455M invested in Oaktree Specialty Lending in 2025 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 58 increasing their positions, 69 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 24

55% more call options, than puts

Call options by funds: $981K | Put options by funds: $634K

10% more funds holding

Funds holding: 185204 (+19)

2.11% more ownership

Funds ownership: 38.43%40.54% (+2.1%)

3% more capital invested

Capital invested by funds: $442M → $455M (+$13.2M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

16% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 69

Holders
204
Holders Change
+19
Holders Change %
+10.27%
% of All Funds
2.48%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
48
Increased
58
Reduced
69
Closed
24
Calls
$981K
Puts
$634K
Net Calls
+$347K
Net Calls Change
+$646K
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
101
Advisory Services Network
Georgia
$381K -$66.3K -4,965 -14%
Cetera Investment Advisers
102
Cetera Investment Advisers
Illinois
$375K +$2.16K +162 +0.6%
MCM
103
Massar Capital Management
Connecticut
$367K +$385K +28,812 New
RPCA
104
Running Point Capital Advisors
California
$367K +$11.7K +877 +3%
NA
105
NewEdge Advisors
Louisiana
$354K +$173K +12,961 +88%
JP Morgan Chase
106
JP Morgan Chase
New York
$349K +$214 +16 +0.1%
JF
107
Jump Financial
Illinois
$330K +$346K +25,874 New
BCM
108
Bluefin Capital Management
New York
$326K +$342K +25,600 New
PI
109
PFG Investments
New York
$315K -$103K -7,688 -24%
Rockefeller Capital Management
110
Rockefeller Capital Management
New York
$315K -$15.6K -1,170 -5%
ECM
111
ExodusPoint Capital Management
New York
$301K +$315K +23,594 New
Corient Private Wealth
112
Corient Private Wealth
Florida
$266K -$152K -11,351 -35%
PSP
113
Principal Street Partners
Tennessee
$266K -$56.3K -4,213 -17%
FWP
114
FAS Wealth Partners
Kansas
$257K
GIC
115
Generali Investments CEE
Czech Republic
$255K
BL
116
BFSG LLC
California
$249K +$24.2K +1,814 +10%
SCM
117
Sunbeam Capital Management
Georgia
$243K +$49.2K +3,685 +24%
JHCP
118
Jackson Hole Capital Partners
Oklahoma
$238K
TWM
119
Tortuga Wealth Management
California
$235K +$246K +18,446 New
Cambridge Investment Research Advisors
120
Cambridge Investment Research Advisors
Iowa
$224K -$66.4K -4,971 -22%
FHA
121
Flagship Harbor Advisors
Massachusetts
$222K -$77.5K -5,801 -25%
PA
122
Parallel Advisors
California
$220K -$641 -48 -0.3%
EFS
123
Essex Financial Services
Connecticut
$217K +$227K +17,000 New
ProShare Advisors
124
ProShare Advisors
Maryland
$216K -$13.3K -998 -6%
CPIG
125
Chicago Partners Investment Group
Illinois
$215K -$6.3K -472 -3%