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Oaktree Specialty Lending

204 hedge funds and large institutions have $455M invested in Oaktree Specialty Lending in 2025 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 58 increasing their positions, 69 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 24

55% more call options, than puts

Call options by funds: $981K | Put options by funds: $634K

10% more funds holding

Funds holding: 185204 (+19)

2.11% more ownership

Funds ownership: 38.43%40.54% (+2.1%)

3% more capital invested

Capital invested by funds: $442M → $455M (+$13.2M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

16% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 69

Holders
204
Holders Change
+19
Holders Change %
+10.27%
% of All Funds
2.48%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
48
Increased
58
Reduced
69
Closed
24
Calls
$981K
Puts
$634K
Net Calls
+$347K
Net Calls Change
+$646K
Name Holding Trade Value Shares
Change
Change in
Stake
CA
126
Clearstead Advisors
Ohio
$210K -$15.5K -1,162 -7%
NP
127
Nilsine Partners
Colorado
$210K
WG
128
Winton Group
United Kingdom
$208K +$218K +16,300 New
CAPTRUST Financial Advisors
129
CAPTRUST Financial Advisors
North Carolina
$203K +$212K +15,907 New
OAM
130
Oxford Asset Management
United Kingdom
$202K +$212K +15,885 New
AWA
131
Arete Wealth Advisors
Illinois
$201K +$748 +56 +0.4%
VFA
132
Valeo Financial Advisors
Indiana
$198K +$208K +15,548 New
VM
133
VPR Management
Texas
$197K +$96.9K +7,254 +88%
SPA
134
Shore Point Advisors
New Jersey
$191K +$200K +15,000 New
Balyasny Asset Management
135
Balyasny Asset Management
Illinois
$190K +$199K +14,888 New
DWT
136
Dorsey & Whitney Trust
South Dakota
$180K +$189K +14,124 New
Neuberger Berman Group
137
Neuberger Berman Group
New York
$175K -$21.1K -1,582 -10%
Goldman Sachs
138
Goldman Sachs
New York
$173K -$325K -24,354 -64%
Envestnet Asset Management
139
Envestnet Asset Management
Illinois
$165K +$17.2K +1,290 +11%
MOS
140
MGO One Seven
Ohio
$164K +$172K +12,912 New
MML Investors Services
141
MML Investors Services
Massachusetts
$163K -$3.34K -250 -2%
CWM
142
Cornerstone Wealth Management
Missouri
$162K -$27.6K -2,063 -14%
BLC
143
Blue Line Capital
Illinois
$157K +$165K +12,360 New
MC
144
Moors & Cabot
Massachusetts
$152K -$6.48K -485 -4%
HW
145
HORAN Wealth
Ohio
$150K
BWL
146
Bogart Wealth LLC
Virginia
$149K +$156K +11,706 New
CEFA
147
Closed-End Fund Advisors
Virginia
$148K +$155K +11,604 New
WIA
148
Wealthedge Investment Advisors
New York
$146K -$796K -59,582 -84%
ACA
149
American Capital Advisory
Idaho
$135K +$141K +10,581 New
CCM
150
Cohen Capital Management
California
$133K +$4.25K +318 +3%