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Oaktree Specialty Lending
OCSL

Overview Fund Activity

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
Holders
186
Holders Change
-9
Holders Change %
-4.62%
% of All Funds
2.53%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
26
Increased
78
Reduced
51
Closed
31
Calls
$1.45M
Puts
$5.15M
Net Calls
-$3.7M
Net Calls Change
-$4.06M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$18.4M
2
GAM
Generali Asset Management
Italy
+$8.38M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$5.14M
4
RCM
Rivernorth Capital Management
Florida
+$5.1M
5
CastleKeep Investment Advisors
CastleKeep Investment Advisors
Connecticut
+$4.25M

Top Sellers

1
WA
Whipplewood Advisors
Colorado
-$272M
2
CAM
Claret Asset Management
Quebec, Canada
-$22.8M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$15.8M
4
Millennium Management
Millennium Management
New York
-$5.64M
5
CC
CF Capital
Massachusetts
-$4.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSC
151
Caldwell Sutter Capital
California
$88.3K – – –
SS
152
Sunbelt Securities
Texas
$80.5K -$15.9K -1,033 -16%
CAM
153
Close Asset Management
United Kingdom
$71K – – –
SWM
154
Spire Wealth Management
Virginia
$70K +$1.61K +105 +2%
FDCDDQ
155
Federation des caisses Desjardins du Quebec
Quebec, Canada
$63.3K +$51.1K +3,327 +421%
HI
156
Harbour Investments
Wisconsin
$58.6K +$292 +19 +0.5%
US Bancorp
157
US Bancorp
Minnesota
$50K +$39.8K +2,590 +389%
AIM
158
Anchor Investment Management
South Carolina
$49.2K +$49.2K +3,200 New
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$46.8K +$46.8K +3,050 New
SNB
160
Security National Bank
Nebraska
$44.5K +$7.2K +469 +19%
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 +$647 +50 +3%
SW
164
SVB Wealth
Massachusetts
$26.4K +$26.4K +1,721 New
National Bank of Canada
165
National Bank of Canada
Quebec, Canada
$26K +$18.7K +1,220 +259%
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 -$4.15K -270 -27%
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$11K – – –
AssetMark Inc
173
AssetMark Inc
California
$10.8K +$10.8K +704 New
S
174
SignatureFD
Georgia
$10.3K +$215 +14 +2%
HCP
175
Hexagon Capital Partners
Arkansas
$9.46K +$5.81K +378 +159%
5 6
7
8 9