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Oaktree Specialty Lending
OCSL

Overview Fund Activity

186 hedge funds and large institutions have $483M invested in Oaktree Specialty Lending in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 78 increasing their positions, 51 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
-9
Holders Change %
-4.62%
% of All Funds
2.53%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
26
Increased
78
Reduced
51
Closed
31
Calls
$1.45M
Puts
$5.15M
Net Calls
-$3.7M
Net Calls Change
-$4.06M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$18.4M
2
GAM
Generali Asset Management
Italy
+$8.38M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$5.14M
4
RCM
Rivernorth Capital Management
Florida
+$5.1M
5
CastleKeep Investment Advisors
CastleKeep Investment Advisors
Connecticut
+$4.25M

Top Sellers

1
WA
Whipplewood Advisors
Colorado
-$272M
2
CAM
Claret Asset Management
Quebec, Canada
-$22.8M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$15.8M
4
Millennium Management
Millennium Management
New York
-$5.64M
5
CC
CF Capital
Massachusetts
-$4.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
176
North Star Investment Management
Illinois
$7.07K – – –
Fidelity Investments
177
Fidelity Investments
Massachusetts
$5.7K -$3.29K -214 -37%
TRCT
178
Tower Research Capital (TRC)
New York
$5.68K +$5.68K +370 New
AG
179
AmeriFlex Group
Nevada
$5.2K +$5.2K +338 New
SIC
180
Salem Investment Counselors
North Carolina
$4.35K – – –
AEPWM
181
Atlantic Edge Private Wealth Management
Florida
$3.07K +$3.07K +200 New
SWC
182
Spectrum Wealth Counsel
Indiana
$1.15K – – –
AIC
183
Archer Investment Corporation
Indiana
$872 +$31 +2 +4%
MHIP
184
Mountain Hill Investment Partners
New Jersey
$475 +$15 +1 +3%
CIAM
185
Caitong International Asset Management
Hong Kong
$108 -$15 -1 -13%
TWC
186
TD Waterhouse Canada
Ontario, Canada
$15 – – –
HNB
187
Huntington National Bank
Ohio
$7 – – –
CC
188
CF Capital
Massachusetts
– -$4.69M -307,000 Closed
AGM
189
Alpine Global Management
New York
– -$4.28M -280,000 Closed
ACM
190
Advisors Capital Management
New Jersey
– -$3.29M -215,084 Closed
CM
191
Cercano Management
Washington
– -$2.76M -180,413 Closed
SSA
192
Schonfeld Strategic Advisors
New York
– -$2.33M -152,600 Closed
Marshall Wace
193
Marshall Wace
United Kingdom
– -$1.18M -77,428 Closed
VEA
194
Virtus ETF Advisers
New York
– -$1.16M -75,651 Closed
HCMG
195
Howard Capital Management Group
California
– -$948K -62,041 Closed
ACM
196
Arlington Capital Management
Illinois
– -$740K -48,429 Closed
CIC
197
Carnegie Investment Counsel
Ohio
– -$510K -33,355 Closed
BHCM
198
Brevan Howard Capital Management
Jersey
– -$483K -31,586 Closed
ACM
199
Aquatic Capital Management
Illinois
– -$436K -28,504 Closed
IAN
200
Integrated Advisors Network
Texas
– -$349K -22,855 Closed
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