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Oaktree Specialty Lending
OCSL

Overview Fund Activity

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.

Holders
193
Holders Change
+7
Holders Change %
+3.76%
% of All Funds
2.59%
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
69
Reduced
57
Closed
18
Calls
$1.13M
Puts
$5M
Net Calls
-$3.87M
Net Calls Change
-$169K

Top Buyers

1
CAM
1
Claret Asset Management
Quebec, Canada
$23.2M
2
GAM
2
Generali Asset Management
Italy
$25.8M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$8.56M
4
RCM
4
Rivernorth Capital Management
Florida
$8.45M
5
JVBC
5
J.V. Bruni & Co
Colorado
$30.2M

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$0
2
LSV Asset Management
2
LSV Asset Management
Illinois
$4.1M
3
Wells Fargo
3
Wells Fargo
California
$3.36M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$7.07M
5
RWM
5
Rezny Wealth Management
Florida
$2.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
176
S.A. Mason
Michigan
$8.88K +$8.88K +650 New
AAS
177
Ameritas Advisory Services
Nebraska
$8.31K +$8.31K +608 New
AssetMark Inc
178
AssetMark Inc
California
$7.49K -$2.13K -156 -22%
US Bancorp
179
US Bancorp
Minnesota
$7.08K -$37.4K -2,738 -84%
NFSG
180
Newbridge Financial Services Group
Florida
$6.83K -$12.2K -891 -64%
TCM
181
Traub Capital Management
Massachusetts
$6.43K +$6.43K +471 New
NSIM
182
North Star Investment Management
Illinois
$6.28K – – –
AG
183
AmeriFlex Group
Nevada
$4.61K +$27 +2 +0.6%
SIC
184
Salem Investment Counselors
North Carolina
$3.87K – – –
S
185
SignatureFD
Georgia
$2.87K -$6.32K -463 -69%
AEPWM
186
Atlantic Edge Private Wealth Management
Florida
$2.73K – – –
AIC
187
Archer Investment Corporation
Indiana
$799 +$27 +2 +4%
CIAM
188
Caitong International Asset Management
Hong Kong
$779 +$683 +50 +714%
MHIP
189
Mountain Hill Investment Partners
New Jersey
$435 +$14 +1 +3%
N
190
Natixis
France
$301 +$301 +22 New
EWA
191
EverSource Wealth Advisors
Alabama
$21 +$21 +2 New
TWC
192
TD Waterhouse Canada
Ontario, Canada
$14 – – –
HNB
193
Huntington National Bank
Ohio
$7 – – –
Barclays
194
Barclays
United Kingdom
– -$3.58M -233,021 Closed
Goldman Sachs
195
Goldman Sachs
New York
– -$1.03M -67,370 Closed
Universal-Beteiligungs- und Servicegesellschaft
196
Universal-Beteiligungs- und Servicegesellschaft
Germany
– -$839K -54,600 Closed
VIPI
197
Vista Investment Partners II
Indiana
– -$435K -28,291 Closed
OC
198
Oppenheimer & Co
New York
– -$381K -24,806 Closed
ET
199
Entropy Technologies
New York
– -$305K -19,859 Closed
D.E. Shaw & Co
200
D.E. Shaw & Co
New York
– -$302K -19,670 Closed
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