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Oaktree Specialty Lending
OCSL

Overview Fund Activity

193 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, 57 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+7
Holders Change %
+3.76%
% of All Funds
2.59%
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
57
Closed
18
Calls
$1.13M
Puts
$5M
Net Calls
-$3.87M
Net Calls Change
-$169K

Top Buyers

1
CAM
Claret Asset Management
Quebec, Canada
+$23.2M
2
GAM
Generali Asset Management
Italy
+$11M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$6.41M
4
RCM
Rivernorth Capital Management
Florida
+$3.92M
5
JVBC
J.V. Bruni & Co
Colorado
+$3.78M

Top Sellers

1
Barclays
Barclays
United Kingdom
-$3.58M
2
LSV Asset Management
LSV Asset Management
Illinois
-$3.33M
3
Wells Fargo
Wells Fargo
California
-$1.64M
4
Osaic Holdings
Osaic Holdings
Arizona
-$1.58M
5
RWM
Rezny Wealth Management
Florida
-$1.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
126
Envestnet Asset Management
Illinois
$195K -$959K -70,208 -83%
CWM
127
Cornerstone Wealth Management
Missouri
$194K +$109 +8 +0.1%
BL
128
BFSG LLC
California
$184K +$9.49K +695 +5%
Citadel Advisors
129
Citadel Advisors
Florida
$177K -$35.5K -2,597 -17%
NA
130
NewEdge Advisors
Louisiana
$177K +$155K +11,326 +688%
MC
131
Moors & Cabot
Massachusetts
$169K +$191 +14 +0.1%
KFA
132
Kelleher Financial Advisors
New York
$168K +$2.57K +188 +2%
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$165K +$5.97K +437 +4%
BHCM
134
Brevan Howard Capital Management
Jersey
$161K +$161K +11,784 New
HW
135
HORAN Wealth
Ohio
$161K +$161K +11,757 New
MCI
136
MRP Capital Investments
Georgia
$158K +$12.2K +891 +8%
KIC
137
Kensington Investment Counsel
California
$158K – – –
Jane Street
138
Jane Street
New York
$154K -$362K -26,492 -70%
RFA
139
Register Financial Advisors
Georgia
$151K – – –
VF
140
Virtu Financial
New York
$150K -$326K -23,834 -68%
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$149K +$149K +10,884 New
SG Americas Securities
142
SG Americas Securities
New York
$146K +$21.4K +1,566 +17%
FFA
143
First Foundation Advisors
California
$144K – – –
AWA
144
Arete Wealth Advisors
Illinois
$143K +$628 +46 +0.4%
Truist Financial
145
Truist Financial
North Carolina
$139K -$8.03K -588 -5%
WI
146
Westbourne Investments
Virginia
$137K – – –
VM
147
VPR Management
Texas
$109K +$109K +8,000 New
CH
148
Canton Hathaway
Rhode Island
$100K – – –
SS
149
Sunbelt Securities
Texas
$96.1K +$16K +1,045 +20%
CAM
150
Close Asset Management
United Kingdom
$85K +$21.9K +1,600 +35%
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6
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