OCSL icon

Oaktree Specialty Lending

185 hedge funds and large institutions have $442M invested in Oaktree Specialty Lending in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 67 increasing their positions, 59 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: $ → $

4% less funds holding

Funds holding: 193185 (-8)

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
185
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
MCI
131
MRP Capital Investments
Georgia
$146K
SWCM
132
Sullivan Wood Capital Management
District of Columbia
$140K
FFA
133
First Foundation Advisors
California
$138K
CCM
134
Cohen Capital Management
California
$132K
VM
135
VPR Management
Texas
$108K
CAM
136
Close Asset Management
United Kingdom
$97K
BNP Paribas Financial Markets
137
BNP Paribas Financial Markets
France
$96.6K
CH
138
Canton Hathaway
Rhode Island
$83K
SWM
139
Spire Wealth Management
Virginia
$78.4K
GWM
140
Geneos Wealth Management
Colorado
$77.5K
RFA
141
Register Financial Advisors
Georgia
$65.3K
MCM
142
MAI Capital Management
Ohio
$58.2K
FDCDDQ
143
Federation des caisses Desjardins du Quebec
Quebec, Canada
$53.7K
SOADOR
144
State of Alaska Department of Revenue
Alaska
$51K
AF
145
Allworth Financial
California
$44.6K
SS
146
Sunbelt Securities
Texas
$44.3K
Nomura Asset Management
147
Nomura Asset Management
Japan
$44.3K
Comerica Bank
148
Comerica Bank
Texas
$43.2K
SNB
149
Security National Bank
Nebraska
$42.8K
SIS
150
Sound Income Strategies
Florida
$42K