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Oaktree Specialty Lending
OCSL

Overview Fund Activity

193 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, 57 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+7
Holders Change %
+3.76%
% of All Funds
2.59%
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
57
Closed
18
Calls
$1.13M
Puts
$5M
Net Calls
-$3.87M
Net Calls Change
-$169K

Top Buyers

1
CAM
Claret Asset Management
Quebec, Canada
+$23.2M
2
GAM
Generali Asset Management
Italy
+$11M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$6.41M
4
RCM
Rivernorth Capital Management
Florida
+$3.92M
5
JVBC
J.V. Bruni & Co
Colorado
+$3.78M

Top Sellers

1
Barclays
Barclays
United Kingdom
-$3.58M
2
LSV Asset Management
LSV Asset Management
Illinois
-$3.33M
3
Wells Fargo
Wells Fargo
California
-$1.64M
4
Osaic Holdings
Osaic Holdings
Arizona
-$1.58M
5
RWM
Rezny Wealth Management
Florida
-$1.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
151
Geneos Wealth Management
Colorado
$80.2K -$87.2K -6,385 -52%
CSC
152
Caldwell Sutter Capital
California
$78.5K – – –
SWM
153
Spire Wealth Management
Virginia
$58.9K -$3.42K -250 -5%
TRCT
154
Tower Research Capital (TRC)
New York
$56.9K +$51.8K +3,793 +1,025%
FDCDDQ
155
Federation des caisses Desjardins du Quebec
Quebec, Canada
$56.2K – – –
HI
156
Harbour Investments
Wisconsin
$52.4K +$287 +21 +0.6%
AF
157
Allworth Financial
California
$47.6K +$47.6K +3,482 New
Nomura Asset Management
158
Nomura Asset Management
Japan
$46.4K +$46.4K +3,394 New
SNB
159
Security National Bank
Nebraska
$43.7K +$4.17K +305 +11%
AIM
160
Anchor Investment Management
South Carolina
$43.7K – – –
AWM
161
Abound Wealth Management
Tennessee
$35.2K +$35.2K +2,577 New
MIM
162
MTM Investment Management
South Carolina
$34.2K +$34.2K +2,500 New
National Bank of Canada
163
National Bank of Canada
Quebec, Canada
$29.6K +$6.47K +474 +28%
PS
164
Principal Securities
Iowa
$29.1K +$29.1K +2,130 New
CIBC Private Wealth Group
165
CIBC Private Wealth Group
Georgia
$28K – – –
PP
166
PFS Partners
New Jersey
$26.4K – – –
BF
167
BOK Financial
Oklahoma
$26K – – –
Optiver Holding
168
Optiver Holding
Netherlands
$20K – – –
BIG
169
Brooklyn Investment Group
New York
$17.8K +$17.8K +1,301 New
QL
170
Quarry LP
New York
$16.4K +$16.4K +1,198 New
FCMT
171
Founders Capital Management (Texas)
Texas
$13.7K – – –
KTC
172
Kentucky Trust Company
Kentucky
$13.7K – – –
GRP
173
Global Retirement Partners
California
$12K +$12K +875 New
Carson Wealth (CWM LLC)
174
Carson Wealth (CWM LLC)
Nebraska
$10K – – –
CB
175
Community Bank
New York
$9.97K – – –
5 6
7
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