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Oaktree Specialty Lending

193 hedge funds and large institutions have $452M invested in Oaktree Specialty Lending in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 68 increasing their positions, 58 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

40% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 20

17% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 58

3% more funds holding

Funds holding: 188193 (+5)

1.13% more ownership

Funds ownership: 36.42%37.55% (+1.1%)

7% less capital invested

Capital invested by funds: $484M → $452M (-$31.6M)

77% less call options, than puts

Call options by funds: $1.13M | Put options by funds: $5M

Holders
193
Holders Change
+5
Holders Change %
+2.66%
% of All Funds
2.54%
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
68
Reduced
58
Closed
20
Calls
$1.13M
Puts
$5M
Net Calls
-$3.87M
Net Calls Change
-$169K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
126
Envestnet Asset Management
Illinois
$195K -$990K -70,208 -83%
CWM
127
Cornerstone Wealth Management
Missouri
$194K +$113 +8 +0.1%
BL
128
BFSG LLC
California
$184K +$9.8K +695 +5%
Citadel Advisors
129
Citadel Advisors
Florida
$177K -$36.6K -2,597 -17%
NA
130
NewEdge Advisors
Louisiana
$177K +$160K +11,326 +688%
MC
131
Moors & Cabot
Massachusetts
$169K +$197 +14 +0.1%
KFA
132
Kelleher Financial Advisors
New York
$168K +$2.65K +188 +2%
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$165K +$6.16K +437 +4%
BHCM
134
Brevan Howard Capital Management
Jersey
$161K +$166K +11,784 New
HW
135
HORAN Wealth
Ohio
$161K +$166K +11,757 New
MCI
136
MRP Capital Investments
Georgia
$158K +$12.6K +891 +8%
KIC
137
Kensington Investment Counsel
California
$158K
Jane Street
138
Jane Street
New York
$154K -$373K -26,492 -70%
RFA
139
Register Financial Advisors
Georgia
$151K
VF
140
Virtu Financial
New York
$150K -$336K -23,834 -68%
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$149K +$153K +10,884 New
SG Americas Securities
142
SG Americas Securities
New York
$146K +$22.1K +1,566 +17%
FFA
143
First Foundation Advisors
California
$144K
AWA
144
Arete Wealth Advisors
Illinois
$143K +$648 +46 +0.4%
Truist Financial
145
Truist Financial
North Carolina
$139K -$8.29K -588 -5%
WI
146
Westbourne Investments
Virginia
$137K
VM
147
VPR Management
Texas
$109K +$113K +8,000 New
CH
148
Canton Hathaway
Rhode Island
$100K
SS
149
Sunbelt Securities
Texas
$96.1K +$14.7K +1,045 +20%
CAM
150
Close Asset Management
United Kingdom
$85K +$22.6K +1,600 +35%

OCSL Hedge Fund Activity: Q2 2025 in Review

193 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Oaktree Specialty Lending (OCSL) for Q2 2025, worth a combined $452M — down 6.5% from $484M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new OCSL positions and 20 closed out — a net gain of 8 holders — while 68 added to existing stakes and 58 trimmed.

The largest buyer was Claret Asset Management, opening a new position worth an estimated $24M. The largest seller was Osaic Holdings, cutting an estimated $4.7M.

  • 193 institutional investors held Oaktree Specialty Lending (OCSL) as of Q2 2025, up from 188 in Q1 2025.
  • Funds reported $452M of Oaktree Specialty Lending stock for Q2 2025, down 6.5% quarter-over-quarter.
  • 28 funds opened new Oaktree Specialty Lending positions in Q2 2025 and 20 closed out, a net change of +8 holders.
  • The largest Oaktree Specialty Lending buyer in Q2 2025 was Claret Asset Management, an estimated $24M added.
  • The largest Oaktree Specialty Lending seller in Q2 2025 was Osaic Holdings, an estimated $4.7M sold.

Based on aggregated 13F filings for Q2 2025.