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Oaktree Specialty Lending

193 hedge funds and large institutions have $452M invested in Oaktree Specialty Lending in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 68 increasing their positions, 58 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

40% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 20

17% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 58

3% more funds holding

Funds holding: 188193 (+5)

1.13% more ownership

Funds ownership: 36.42%37.55% (+1.1%)

7% less capital invested

Capital invested by funds: $484M → $452M (-$31.6M)

77% less call options, than puts

Call options by funds: $1.13M | Put options by funds: $5M

Holders
193
Holders Change
+5
Holders Change %
+2.66%
% of All Funds
2.54%
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
68
Reduced
58
Closed
20
Calls
$1.13M
Puts
$5M
Net Calls
-$3.87M
Net Calls Change
-$169K
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
151
Geneos Wealth Management
Colorado
$80.2K -$90K -6,385 -52%
CSC
152
Caldwell Sutter Capital
California
$78.5K
SWM
153
Spire Wealth Management
Virginia
$58.9K -$3.52K -250 -5%
TRCT
154
Tower Research Capital (TRC)
New York
$56.9K +$53.5K +3,793 +1,025%
FDCDDQ
155
Federation des caisses Desjardins du Quebec
Quebec, Canada
$56.2K
HI
156
Harbour Investments
Wisconsin
$52.4K +$296 +21 +0.6%
AF
157
Allworth Financial
California
$47.6K +$49.1K +3,482 New
Nomura Asset Management
158
Nomura Asset Management
Japan
$46.4K +$47.8K +3,394 New
SNB
159
Security National Bank
Nebraska
$43.7K +$4.3K +305 +11%
AIM
160
Anchor Investment Management
South Carolina
$43.7K
AWM
161
Abound Wealth Management
Tennessee
$35.2K +$36.3K +2,577 New
MIM
162
MTM Investment Management
South Carolina
$34.1K +$35.2K +2,500 New
National Bank of Canada
163
National Bank of Canada
Quebec, Canada
$29.6K +$6.68K +474 +28%
PS
164
Principal Securities
Iowa
$29.1K +$30K +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 +$18.3K +1,301 New
QL
170
Quarry LP
New York
$16.4K +$16.9K +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 +$12.3K +875 New
Carson Wealth (CWM LLC)
174
Carson Wealth (CWM LLC)
Nebraska
$10K
CB
175
Community Bank
New York
$9.97K

OCSL Hedge Fund Activity: Q2 2025 in Review

193 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Oaktree Specialty Lending (OCSL) for Q2 2025, worth a combined $452M — down 6.5% from $484M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new OCSL positions and 20 closed out — a net gain of 8 holders — while 68 added to existing stakes and 58 trimmed.

The largest buyer was Claret Asset Management, opening a new position worth an estimated $24M. The largest seller was Osaic Holdings, cutting an estimated $4.7M.

  • 193 institutional investors held Oaktree Specialty Lending (OCSL) as of Q2 2025, up from 188 in Q1 2025.
  • Funds reported $452M of Oaktree Specialty Lending stock for Q2 2025, down 6.5% quarter-over-quarter.
  • 28 funds opened new Oaktree Specialty Lending positions in Q2 2025 and 20 closed out, a net change of +8 holders.
  • The largest Oaktree Specialty Lending buyer in Q2 2025 was Claret Asset Management, an estimated $24M added.
  • The largest Oaktree Specialty Lending seller in Q2 2025 was Osaic Holdings, an estimated $4.7M sold.

Based on aggregated 13F filings for Q2 2025.