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Oaktree Specialty Lending
OCSL

Overview Fund Activity

191 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, 56 reducing their positions, and 18 closing their positions.

Holders
191
Holders Change
+5
Holders Change %
+2.69%
% of All Funds
2.56%
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
56
Closed
18
Calls
$738K
Puts
$4.29M
Net Calls
-$3.55M
Net Calls Change
+$150K

Top Buyers

1
CAM
1
Claret Asset Management
Quebec, Canada
$23.2M
2
GAM
2
Generali Asset Management
Italy
$25.8M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$8.56M
4
RCM
4
Rivernorth Capital Management
Florida
$8.45M
5
JVBC
5
J.V. Bruni & Co
Colorado
$30.2M

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$0
2
LSV Asset Management
2
LSV Asset Management
Illinois
$4.1M
3
Wells Fargo
3
Wells Fargo
California
$3.36M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$7.07M
5
RWM
5
Rezny Wealth Management
Florida
$2.57M
Name Market Value Shares Shares
Change 		Shares
Change %
CSC
151
Caldwell Sutter Capital
California
$78.5K 5,750 – –
SWM
152
Spire Wealth Management
Virginia
$58.9K 4,310 -250 -5%
TRCT
153
Tower Research Capital (TRC)
New York
$56.9K 4,163 +3,793 +1,025%
FDCDDQ
154
Federation des caisses Desjardins du Quebec
Quebec, Canada
$56.2K 4,118 – –
HI
155
Harbour Investments
Wisconsin
$52.4K 3,839 +21 +0.6%
AF
156
Allworth Financial
California
$47.6K 3,482 +3,482 New
Nomura Asset Management
157
Nomura Asset Management
Japan
$46.4K 3,394 +3,394 New
SNB
158
Security National Bank
Nebraska
$43.7K 3,201 +305 +11%
AIM
159
Anchor Investment Management
South Carolina
$43.7K 3,200 – –
AWM
160
Abound Wealth Management
Tennessee
$35.2K 2,577 +2,577 New
MIM
161
MTM Investment Management
South Carolina
$34.2K 2,500 +2,500 New
National Bank of Canada
162
National Bank of Canada
Quebec, Canada
$29.6K 2,165 +474 +28%
PS
163
Principal Securities
Iowa
$29.1K 2,130 +2,130 New
PP
164
PFS Partners
New Jersey
$26.4K 1,936 – –
BF
165
BOK Financial
Oklahoma
$26K 1,900 – –
Optiver Holding
166
Optiver Holding
Netherlands
$20K 1,462 – –
BIG
167
Brooklyn Investment Group
New York
$17.8K 1,301 +1,301 New
QL
168
Quarry LP
New York
$16.4K 1,198 +1,198 New
KTC
169
Kentucky Trust Company
Kentucky
$13.7K 1,000 – –
FCMT
170
Founders Capital Management (Texas)
Texas
$13.7K 1,000 – –
GRP
171
Global Retirement Partners
California
$12K 875 +875 New
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$10K 728 – –
CB
173
Community Bank
New York
$9.97K 730 – –
SAM
174
S.A. Mason
Michigan
$8.88K 650 +650 New
AAS
175
Ameritas Advisory Services
Nebraska
$8.31K 608 +608 New
5 6
7
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