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Oaktree Specialty Lending

184 hedge funds and large institutions have $441M invested in Oaktree Specialty Lending in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 59 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

5% less funds holding

Funds holding: 193184 (-9)

19% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 32

30% less call options, than puts

Call options by funds: $700K | Put options by funds: $999K

Holders
184
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
$700K
Puts
$999K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
151
Harbour Investments
Wisconsin
$40.3K
AWM
152
Abound Wealth Management
Tennessee
$33.6K
MIM
153
MTM Investment Management
South Carolina
$32.6K
PS
154
Principal Securities
Iowa
$27.8K
WA
155
Whipplewood Advisors
Colorado
$27.7K
CIBC Private Wealth Group
156
CIBC Private Wealth Group
Georgia
$26.8K
PP
157
PFS Partners
New Jersey
$25.3K
BF
158
BOK Financial
Oklahoma
$24.8K
National Bank of Canada
159
National Bank of Canada
Quebec, Canada
$22.2K
Optiver Holding
160
Optiver Holding
Netherlands
$19.1K
EAM
161
Empirical Asset Management
Massachusetts
$16K
FCMT
162
Founders Capital Management (Texas)
Texas
$13.1K
KTC
163
Kentucky Trust Company
Kentucky
$13.1K
CB
164
Community Bank
New York
$9.53K
AG
165
AmeriFlex Group
Nevada
$9.43K
NSIM
166
North Star Investment Management
Illinois
$8.22K
AssetMark Inc
167
AssetMark Inc
California
$7.15K
EWA
168
EverSource Wealth Advisors
Alabama
$6.79K
NFSG
169
Newbridge Financial Services Group
Florida
$6.53K
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$6K
AUB
171
Atlantic Union Bankshares
Virginia
$5.95K
SIC
172
Salem Investment Counselors
North Carolina
$3.69K
GRP
173
Global Retirement Partners
California
$2.78K
GA
174
Guerra Advisors
Florida
$1.8K
S
175
SignatureFD
Georgia
$1.7K