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Oaktree Specialty Lending

185 hedge funds and large institutions have $407M invested in Oaktree Specialty Lending in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 61 increasing their positions, 56 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

9% less funds holding

Funds holding: 204185 (-19)

11% less capital invested

Capital invested by funds: $455M → $407M (-$47.9M)

29% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 42

Holders
185
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.75M
Puts
$908K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
151
Anchor Investment Management
South Carolina
$36.2K
IAIM
152
International Assets Investment Management
Florida
$35.2K
FDCDDQ
153
Federation des caisses Desjardins du Quebec
Quebec, Canada
$35.1K
AWM
154
Abound Wealth Management
Tennessee
$29.1K
MIM
155
MTM Investment Management
South Carolina
$28.3K
CTC
156
Central Trust Company
Missouri
$22.6K
PP
157
PFS Partners
New Jersey
$21.9K
BF
158
BOK Financial
Oklahoma
$21.5K
PTC
159
Private Trust Company
Ohio
$20.3K
Optiver Holding
160
Optiver Holding
Netherlands
$16.5K
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$14.9K
BH
162
Burk Holdings
Oklahoma
$11.4K
GWM
163
Geneos Wealth Management
Colorado
$11.3K
SS
164
Sunbelt Securities
Texas
$11.3K
FFA
165
Farther Finance Advisors
California
$8.64K
CB
166
Community Bank
New York
$8.25K
NSIM
167
North Star Investment Management
Illinois
$7.91K
ASN
168
Advisory Services Network
Georgia
$6.88K
ME
169
McIlrath & Eck
Washington
$5.65K
MCI
170
MRP Capital Investments
Georgia
$5.63K
AUB
171
Atlantic Union Bankshares
Virginia
$5.15K
AG
172
AmeriFlex Group
Nevada
$4.36K
S
173
SignatureFD
Georgia
$1.46K
ETS
174
ESL Trust Services
New York
$1.13K
Jones Financial Companies
175
Jones Financial Companies
Missouri
$1.12K