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Oaktree Specialty Lending

186 hedge funds and large institutions have $408M invested in Oaktree Specialty Lending in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 61 increasing their positions, 57 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more call options, than puts

Call options by funds: $1.75M | Put options by funds: $908K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

7% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 57

0.4% more ownership

Funds ownership: 40.54%40.95% (+0.4%)

9% less funds holding

Funds holding: 204186 (-18)

10% less capital invested

Capital invested by funds: $455M → $408M (-$47.1M)

29% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 42

Holders
186
Holders Change
-18
Holders Change %
-8.82%
% of All Funds
2.29%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
30
Increased
61
Reduced
57
Closed
42
Calls
$1.75M
Puts
$908K
Net Calls
+$845K
Net Calls Change
+$498K
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
126
Flagship Harbor Advisors
Massachusetts
$170K -$28.4K -2,370 -14%
NC
127
nVerses Capital
Florida
$168K +$178K +14,862 New
TSS
128
Two Sigma Securities
New York
$162K +$172K +14,330 New
IMC Chicago
129
IMC Chicago
Illinois
$156K +$165K +13,765 New
MFS
130
Mirabella Financial Services
United Kingdom
$150K +$159K +13,304 New
ACM
131
AREX Capital Management
New York
$141K +$150K +12,500 New
BLC
132
Blue Line Capital
Illinois
$141K +$1.45K +121 +1%
FAFN
133
First Affirmative Financial Network
Colorado
$140K +$149K +12,410 New
MML Investors Services
134
MML Investors Services
Massachusetts
$140K -$4.79K -400 -3%
MC
135
Moors & Cabot
Massachusetts
$135K
Corient Private Wealth
136
Corient Private Wealth
Florida
$134K -$109K -9,073 -43%
YIH
137
Y-Intercept (HK)
Hong Kong
$133K +$141K +11,771 New
HW
138
HORAN Wealth
Ohio
$133K
Cambridge Investment Research Advisors
139
Cambridge Investment Research Advisors
Iowa
$128K -$75K -6,266 -36%
MOS
140
MGO One Seven
Ohio
$126K -$21.1K -1,765 -14%
ACA
141
American Capital Advisory
Idaho
$124K +$4.49K +375 +4%
CCM
142
Cohen Capital Management
California
$122K +$4.44K +371 +4%
BMCM
143
Black Maple Capital Management
Wisconsin
$113K +$120K +10,000 New
MCM
144
MAI Capital Management
Ohio
$105K -$12K -1,000 -10%
CAM
145
Close Asset Management
United Kingdom
$84K
RFA
146
Register Financial Advisors
Georgia
$56.5K
SNB
147
Security National Bank
Nebraska
$52.1K
SOADOR
148
State of Alaska Department of Revenue
Alaska
$44K
Fifth Third Bancorp
149
Fifth Third Bancorp
Ohio
$41.3K +$43.7K +3,654 New
AF
150
Allworth Financial
California
$38.6K -$347 -29 -0.8%