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Oaktree Specialty Lending
OCSL

Overview Fund Activity

191 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, 56 reducing their positions, and 18 closing their positions.

Holders
191
Holders Change
+5
Holders Change %
+2.69%
% of All Funds
2.56%
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
56
Closed
18
Calls
$738K
Puts
$4.29M
Net Calls
-$3.55M
Net Calls Change
+$150K

Top Buyers

1
CAM
1
Claret Asset Management
Quebec, Canada
$23.2M
2
GAM
2
Generali Asset Management
Italy
$25.8M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$8.56M
4
RCM
4
Rivernorth Capital Management
Florida
$8.45M
5
JVBC
5
J.V. Bruni & Co
Colorado
$30.2M

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$0
2
LSV Asset Management
2
LSV Asset Management
Illinois
$4.1M
3
Wells Fargo
3
Wells Fargo
California
$3.36M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$7.07M
5
RWM
5
Rezny Wealth Management
Florida
$2.57M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
126
Envestnet Asset Management
Illinois
$195K 14,262 -70,208 -83%
CWM
127
Cornerstone Wealth Management
Missouri
$194K 14,167 +8 +0.1%
BL
128
BFSG LLC
California
$184K 13,475 +695 +5%
Citadel Advisors
129
Citadel Advisors
Florida
$177K 12,977 -2,597 -17%
NA
130
NewEdge Advisors
Louisiana
$177K 12,972 +11,326 +688%
MC
131
Moors & Cabot
Massachusetts
$169K 12,402 +14 +0.1%
KFA
132
Kelleher Financial Advisors
New York
$168K 12,320 +188 +2%
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$165K 12,112 +437 +4%
BHCM
134
Brevan Howard Capital Management
Jersey
$161K 11,784 +11,784 New
HW
135
HORAN Wealth
Ohio
$161K 11,757 +11,757 New
MCI
136
MRP Capital Investments
Georgia
$158K 11,578 +891 +8%
KIC
137
Kensington Investment Counsel
California
$158K 11,547 – –
Jane Street
138
Jane Street
New York
$154K 11,267 -26,492 -70%
RFA
139
Register Financial Advisors
Georgia
$151K 11,043 – –
VF
140
Virtu Financial
New York
$150K 10,966 -23,834 -68%
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$149K 10,884 +10,884 New
SG Americas Securities
142
SG Americas Securities
New York
$146K 10,675 +1,566 +17%
FFA
143
First Foundation Advisors
California
$144K 10,559 – –
AWA
144
Arete Wealth Advisors
Illinois
$143K 10,481 +46 +0.4%
Truist Financial
145
Truist Financial
North Carolina
$139K 10,182 -588 -5%
WI
146
Westbourne Investments
Virginia
$137K 10,000 – –
VM
147
VPR Management
Texas
$109K 8,000 +8,000 New
CH
148
Canton Hathaway
Rhode Island
$100K 7,350 – –
SS
149
Sunbelt Securities
Texas
$96.1K 6,288 +1,045 +20%
CAM
150
Close Asset Management
United Kingdom
$85K 6,200 +1,600 +35%
4 5
6
7 8