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Oaktree Specialty Lending

186 hedge funds and large institutions have $408M invested in Oaktree Specialty Lending in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 61 increasing their positions, 57 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more call options, than puts

Call options by funds: $1.75M | Put options by funds: $908K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

7% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 57

0.4% more ownership

Funds ownership: 40.54%40.95% (+0.4%)

9% less funds holding

Funds holding: 204186 (-18)

10% less capital invested

Capital invested by funds: $455M → $408M (-$47.1M)

29% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 42

Holders
186
Holders Change
-18
Holders Change %
-8.82%
% of All Funds
2.29%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
30
Increased
61
Reduced
57
Closed
42
Calls
$1.75M
Puts
$908K
Net Calls
+$845K
Net Calls Change
+$498K
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
151
Northwestern Mutual Wealth Management
Wisconsin
$37.5K -$48 -4 -0.1%
AIM
152
Anchor Investment Management
South Carolina
$36.2K
IAIM
153
International Assets Investment Management
Florida
$35.2K +$20.4K +1,707 +118%
FDCDDQ
154
Federation des caisses Desjardins du Quebec
Quebec, Canada
$35.1K -$5.27K -440 -12%
AWM
155
Abound Wealth Management
Tennessee
$29.1K
MIM
156
MTM Investment Management
South Carolina
$28.3K
CTC
157
Central Trust Company
Missouri
$22.6K +$23.9K +2,000 New
PP
158
PFS Partners
New Jersey
$21.9K
BF
159
BOK Financial
Oklahoma
$21.5K
PTC
160
Private Trust Company
Ohio
$20.3K +$21.5K +1,800 New
Optiver Holding
161
Optiver Holding
Netherlands
$16.5K
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$14.9K -$575 -48 -4%
BH
163
Burk Holdings
Oklahoma
$11.4K +$12.1K +1,008 New
GWM
164
Geneos Wealth Management
Colorado
$11.3K -$60K -5,017 -83%
SS
165
Sunbelt Securities
Texas
$11.3K -$19.4K -1,625 -62%
FFA
166
Farther Finance Advisors
California
$8.64K
CB
167
Community Bank
New York
$8.25K
NSIM
168
North Star Investment Management
Illinois
$7.91K +$479 +40 +6%
ASN
169
Advisory Services Network
Georgia
$6.88K -$351K -29,323 -98%
ME
170
McIlrath & Eck
Washington
$5.65K
MCI
171
MRP Capital Investments
Georgia
$5.63K -$25.6K -2,141 -81%
AUB
172
Atlantic Union Bankshares
Virginia
$5.15K
AG
173
AmeriFlex Group
Nevada
$4.36K +$156 +13 +3%
S
174
SignatureFD
Georgia
$1.46K
ETS
175
ESL Trust Services
New York
$1.13K