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Oaktree Specialty Lending

193 hedge funds and large institutions have $452M invested in Oaktree Specialty Lending in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 68 increasing their positions, 58 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

40% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 20

17% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 58

3% more funds holding

Funds holding: 188193 (+5)

1.13% more ownership

Funds ownership: 36.42%37.55% (+1.1%)

7% less capital invested

Capital invested by funds: $484M → $452M (-$31.6M)

77% less call options, than puts

Call options by funds: $1.13M | Put options by funds: $5M

Holders
193
Holders Change
+5
Holders Change %
+2.66%
% of All Funds
2.54%
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
68
Reduced
58
Closed
20
Calls
$1.13M
Puts
$5M
Net Calls
-$3.87M
Net Calls Change
-$169K
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
176
S.A. Mason
Michigan
$8.88K +$9.16K +650 New
AAS
177
Ameritas Advisory Services
Nebraska
$8.3K +$8.57K +608 New
AssetMark Inc
178
AssetMark Inc
California
$7.49K -$2.2K -156 -22%
US Bancorp
179
US Bancorp
Minnesota
$7.08K -$38.6K -2,738 -84%
NFSG
180
Newbridge Financial Services Group
Florida
$6.83K -$12.6K -891 -64%
TCM
181
Traub Capital Management
Massachusetts
$6.43K +$6.64K +471 New
NSIM
182
North Star Investment Management
Illinois
$6.28K
AG
183
AmeriFlex Group
Nevada
$4.61K +$28 +2 +0.6%
SIC
184
Salem Investment Counselors
North Carolina
$3.87K
S
185
SignatureFD
Georgia
$2.87K -$6.53K -463 -69%
AEPWM
186
Atlantic Edge Private Wealth Management
Florida
$2.73K
AIC
187
Archer Investment Corporation
Indiana
$799 +$28 +2 +4%
CIAM
188
Caitong International Asset Management
Hong Kong
$779 +$705 +50 +714%
MHIP
189
Mountain Hill Investment Partners
New Jersey
$435 +$14 +1 +3%
N
190
Natixis
France
$301 +$310 +22 New
EWA
191
EverSource Wealth Advisors
Alabama
$21 +$28 +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
IFG
199
Independent Financial Group
California
-$360K -23,450 Closed
ET
200
Entropy Technologies
New York
-$305K -19,859 Closed

OCSL Hedge Fund Activity: Q2 2025 in Review

193 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Oaktree Specialty Lending (OCSL) for Q2 2025, worth a combined $452M — down 6.5% from $484M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new OCSL positions and 20 closed out — a net gain of 8 holders — while 68 added to existing stakes and 58 trimmed.

The largest buyer was Claret Asset Management, opening a new position worth an estimated $24M. The largest seller was Osaic Holdings, cutting an estimated $4.7M.

  • 193 institutional investors held Oaktree Specialty Lending (OCSL) as of Q2 2025, up from 188 in Q1 2025.
  • Funds reported $452M of Oaktree Specialty Lending stock for Q2 2025, down 6.5% quarter-over-quarter.
  • 28 funds opened new Oaktree Specialty Lending positions in Q2 2025 and 20 closed out, a net change of +8 holders.
  • The largest Oaktree Specialty Lending buyer in Q2 2025 was Claret Asset Management, an estimated $24M added.
  • The largest Oaktree Specialty Lending seller in Q2 2025 was Osaic Holdings, an estimated $4.7M sold.

Based on aggregated 13F filings for Q2 2025.