OCSL icon

Oaktree Specialty Lending

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

16% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 31

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

72% less call options, than puts

Call options by funds: $1.45M | Put options by funds: $5.15M

Holders
186
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.45M
Puts
$5.15M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
176
North Star Investment Management
Illinois
$7.07K
Fidelity Investments
177
Fidelity Investments
Massachusetts
$5.7K
TRCT
178
Tower Research Capital (TRC)
New York
$5.68K
AG
179
AmeriFlex Group
Nevada
$5.2K
SIC
180
Salem Investment Counselors
North Carolina
$4.35K
AEPWM
181
Atlantic Edge Private Wealth Management
Florida
$3.07K
SWC
182
Spectrum Wealth Counsel
Indiana
$1.15K
AIC
183
Archer Investment Corporation
Indiana
$872
MHIP
184
Mountain Hill Investment Partners
New Jersey
$475
CIAM
185
Caitong International Asset Management
Hong Kong
$108
TWC
186
TD Waterhouse Canada
Ontario, Canada
$15
HNB
187
Huntington National Bank
Ohio
$7
CC
188
CF Capital
Massachusetts
AGM
189
Alpine Global Management
New York
ACM
190
Advisors Capital Management
New Jersey
CM
191
Cercano Management
Washington
SSA
192
Schonfeld Strategic Advisors
New York
Marshall Wace
193
Marshall Wace
United Kingdom
VEA
194
Virtus ETF Advisers
New York
HCMG
195
Howard Capital Management Group
California
ACM
196
Arlington Capital Management
Illinois
CIC
197
Carnegie Investment Counsel
Ohio
BHCM
198
Brevan Howard Capital Management
Jersey
ACM
199
Aquatic Capital Management
Illinois
IAN
200
Integrated Advisors Network
Texas