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Oaktree Specialty Lending

204 hedge funds and large institutions have $455M invested in Oaktree Specialty Lending in 2025 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 58 increasing their positions, 69 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 24

55% more call options, than puts

Call options by funds: $981K | Put options by funds: $634K

10% more funds holding

Funds holding: 185204 (+19)

2.11% more ownership

Funds ownership: 38.43%40.54% (+2.1%)

3% more capital invested

Capital invested by funds: $442M → $455M (+$13.2M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

16% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 69

Holders
204
Holders Change
+19
Holders Change %
+10.27%
% of All Funds
2.48%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
48
Increased
58
Reduced
69
Closed
24
Calls
$981K
Puts
$634K
Net Calls
+$347K
Net Calls Change
+$646K
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
151
Fisher Asset Management
Washington
$132K +$138K +10,325 New
MCM
152
MAI Capital Management
Ohio
$131K +$77.5K +5,800 +130%
CAM
153
Close Asset Management
United Kingdom
$94K
KAS
154
Kestra Advisory Services
Texas
$86.5K +$90.7K +6,788 New
CH
155
Canton Hathaway
Rhode Island
$81.2K
GWM
156
Geneos Wealth Management
Colorado
$76.7K +$1.01K +76 +1%
RFA
157
Register Financial Advisors
Georgia
$63.7K
Group One Trading
158
Group One Trading
Illinois
$60.6K -$386K -28,869 -86%
SNB
159
Security National Bank
Nebraska
$58.7K +$17.8K +1,330 +41%
SOADOR
160
State of Alaska Department of Revenue
Alaska
$50K
Comerica Bank
161
Comerica Bank
Texas
$45.5K +$3.49K +261 +8%
FDCDDQ
162
Federation des caisses Desjardins du Quebec
Quebec, Canada
$45.1K -$7.69K -576 -14%
AF
163
Allworth Financial
California
$43.9K +$427 +32 +0.9%
Northwestern Mutual Wealth Management
164
Northwestern Mutual Wealth Management
Wisconsin
$42.4K +$44.4K +3,326 New
AIM
165
Anchor Investment Management
South Carolina
$40.8K
GAMC
166
Garner Asset Management Corp
Texas
$38.5K +$40.3K +3,020 New
MCI
167
MRP Capital Investments
Georgia
$33.6K -$108K -8,048 -75%
SS
168
Sunbelt Securities
Texas
$33.4K -$10.3K -773 -23%
AWM
169
Abound Wealth Management
Tennessee
$32.8K
MIM
170
MTM Investment Management
South Carolina
$31.9K
CIBC Private Wealth Group
171
CIBC Private Wealth Group
Georgia
$26.1K
PP
172
PFS Partners
New Jersey
$24.7K
BF
173
BOK Financial
Oklahoma
$24.2K
SWM
174
Spire Wealth Management
Virginia
$19.7K -$59.6K -4,460 -74%
TRCT
175
Tower Research Capital (TRC)
New York
$19.4K +$20.4K +1,524 New