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Oaktree Specialty Lending

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

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1.43% more ownership

Funds ownership: 36.39%37.82% (+1.4%)

6% less capital invested

Capital invested by funds: $483M → $456M (-$27.3M)

77% less call options, than puts

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

Holders
193
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.13M
Puts
$5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
151
Geneos Wealth Management
Colorado
$80.2K
CSC
152
Caldwell Sutter Capital
California
$78.5K
SWM
153
Spire Wealth Management
Virginia
$58.9K
TRCT
154
Tower Research Capital (TRC)
New York
$56.9K
FDCDDQ
155
Federation des caisses Desjardins du Quebec
Quebec, Canada
$56.2K
HI
156
Harbour Investments
Wisconsin
$52.4K
AF
157
Allworth Financial
California
$47.6K
Nomura Asset Management
158
Nomura Asset Management
Japan
$46.4K
SNB
159
Security National Bank
Nebraska
$43.7K
AIM
160
Anchor Investment Management
South Carolina
$43.7K
AWM
161
Abound Wealth Management
Tennessee
$35.2K
MIM
162
MTM Investment Management
South Carolina
$34.1K
National Bank of Canada
163
National Bank of Canada
Quebec, Canada
$29.6K
PS
164
Principal Securities
Iowa
$29.1K
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
QL
170
Quarry LP
New York
$16.4K
KTC
171
Kentucky Trust Company
Kentucky
$13.7K
FCMT
172
Founders Capital Management (Texas)
Texas
$13.7K
GRP
173
Global Retirement Partners
California
$12K
Carson Wealth (CWM LLC)
174
Carson Wealth (CWM LLC)
Nebraska
$10K
CB
175
Community Bank
New York
$9.97K