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Oaktree Specialty Lending
OCSL

Overview Fund Activity

186 hedge funds and large institutions have $483M invested in Oaktree Specialty Lending in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 78 increasing their positions, 51 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
-9
Holders Change %
-4.62%
% of All Funds
2.53%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
26
Increased
78
Reduced
51
Closed
31
Calls
$1.45M
Puts
$5.15M
Net Calls
-$3.7M
Net Calls Change
-$4.06M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$18.4M
2
GAM
Generali Asset Management
Italy
+$8.38M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$5.14M
4
RCM
Rivernorth Capital Management
Florida
+$5.1M
5
CastleKeep Investment Advisors
CastleKeep Investment Advisors
Connecticut
+$4.25M

Top Sellers

1
WA
Whipplewood Advisors
Colorado
-$272M
2
CAM
Claret Asset Management
Quebec, Canada
-$22.8M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$15.8M
4
Millennium Management
Millennium Management
New York
-$5.64M
5
CC
CF Capital
Massachusetts
-$4.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
126
Citadel Advisors
Florida
$239K -$578K -37,662 -71%
CWM
127
Cornerstone Wealth Management
Missouri
$217K -$983 -64 -0.4%
SIG
128
Stonegate Investment Group
Alabama
$215K +$39K +2,542 +22%
RW
129
REDW Wealth
New Mexico
$200K +$200K +13,000 New
BL
130
BFSG LLC
California
$196K +$3.46K +225 +2%
MC
131
Moors & Cabot
Massachusetts
$190K +$200 +13 +0.1%
GWM
132
Geneos Wealth Management
Colorado
$188K +$95.1K +6,193 +102%
KFA
133
Kelleher Financial Advisors
New York
$186K +$22K +1,432 +13%
HCA
134
Horan Capital Advisors
Ohio
$181K – – –
Bank of Montreal
135
Bank of Montreal
Ontario, Canada
$179K +$6.22K +405 +4%
KIC
136
Kensington Investment Counsel
California
$177K +$177K +11,547 New
IFWM
137
Institute for Wealth Management
Colorado
$174K – – –
SM
138
Sciencast Management
New Jersey
$174K +$174K +11,300 New
Corient Private Wealth
139
Corient Private Wealth
Florida
$171K -$724K -47,123 -81%
RFA
140
Register Financial Advisors
Georgia
$170K -$11.4K -744 -6%
Truist Financial
141
Truist Financial
North Carolina
$165K -$118K -7,662 -42%
MCI
142
MRP Capital Investments
Georgia
$164K – – –
FFA
143
First Foundation Advisors
California
$162K – – –
TSS
144
Two Sigma Securities
New York
$162K +$162K +10,547 New
AWA
145
Arete Wealth Advisors
Illinois
$160K +$160K +10,435 New
WI
146
Westbourne Investments
Virginia
$154K +$154K +10,000 New
SG Americas Securities
147
SG Americas Securities
New York
$140K +$33K +2,144 +31%
ECM
148
EMC Capital Management
Texas
$134K – – –
Citigroup
149
Citigroup
New York
$125K +$58.7K +3,821 +89%
CH
150
Canton Hathaway
Rhode Island
$113K +$68.3K +4,440 +153%
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6
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