OCSL icon

Oaktree Specialty Lending

186 hedge funds and large institutions have $483M invested in Oaktree Specialty Lending in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 78 increasing their positions, 51 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

16% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 31

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

72% less call options, than puts

Call options by funds: $1.45M | Put options by funds: $5.15M

Holders
186
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.45M
Puts
$5.15M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSC
151
Caldwell Sutter Capital
California
$88.3K
SS
152
Sunbelt Securities
Texas
$80.5K
CAM
153
Close Asset Management
United Kingdom
$71K
SWM
154
Spire Wealth Management
Virginia
$70K
FDCDDQ
155
Federation des caisses Desjardins du Quebec
Quebec, Canada
$63.3K
HI
156
Harbour Investments
Wisconsin
$58.6K
US Bancorp
157
US Bancorp
Minnesota
$50K
AIM
158
Anchor Investment Management
South Carolina
$49.2K
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$46.8K
SNB
160
Security National Bank
Nebraska
$44.5K
PP
161
PFS Partners
New Jersey
$29.7K
BF
162
BOK Financial
Oklahoma
$29.2K
CIBC Private Wealth Group
163
CIBC Private Wealth Group
Georgia
$26.5K
SW
164
SVB Wealth
Massachusetts
$26.4K
National Bank of Canada
165
National Bank of Canada
Quebec, Canada
$26K
NA
166
NewEdge Advisors
Louisiana
$25.3K
Optiver Holding
167
Optiver Holding
Netherlands
$22.5K
NFSG
168
Newbridge Financial Services Group
Florida
$21.4K
KTC
169
Kentucky Trust Company
Kentucky
$15.4K
FCMT
170
Founders Capital Management (Texas)
Texas
$15.4K
CB
171
Community Bank
New York
$11.2K
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$11K
AssetMark Inc
173
AssetMark Inc
California
$10.8K
S
174
SignatureFD
Georgia
$10.3K
HCP
175
Hexagon Capital Partners
Arkansas
$9.46K