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Oaktree Specialty Lending

183 hedge funds and large institutions have $441M invested in Oaktree Specialty Lending in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 57 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

5% less funds holding

Funds holding: 193183 (-10)

19% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 32

30% less call options, than puts

Call options by funds: $700K | Put options by funds: $999K

Holders
183
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
$700K
Puts
$999K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
126
SG Americas Securities
New York
$156K
HW
127
HORAN Wealth
Ohio
$153K
XT
128
XTX Topco
Cayman Islands
$153K
Envestnet Asset Management
129
Envestnet Asset Management
Illinois
$152K
KIC
130
Kensington Investment Counsel
California
$151K
SWCM
131
Sullivan Wood Capital Management
District of Columbia
$140K
FFA
132
First Foundation Advisors
California
$138K
CCM
133
Cohen Capital Management
California
$132K
VM
134
VPR Management
Texas
$108K
CAM
135
Close Asset Management
United Kingdom
$97K
BNP Paribas Financial Markets
136
BNP Paribas Financial Markets
France
$96.6K
CH
137
Canton Hathaway
Rhode Island
$83K
SWM
138
Spire Wealth Management
Virginia
$78.4K
GWM
139
Geneos Wealth Management
Colorado
$77.5K
RFA
140
Register Financial Advisors
Georgia
$65.3K
MCM
141
MAI Capital Management
Ohio
$58.2K
FDCDDQ
142
Federation des caisses Desjardins du Quebec
Quebec, Canada
$53.7K
SOADOR
143
State of Alaska Department of Revenue
Alaska
$51K
SS
144
Sunbelt Securities
Texas
$44.3K
Nomura Asset Management
145
Nomura Asset Management
Japan
$44.3K
Comerica Bank
146
Comerica Bank
Texas
$43.2K
SNB
147
Security National Bank
Nebraska
$42.8K
SIS
148
Sound Income Strategies
Florida
$42K
AIM
149
Anchor Investment Management
South Carolina
$41.8K
HI
150
Harbour Investments
Wisconsin
$40.3K