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Oaktree Specialty Lending

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.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1.43% more ownership

Funds ownership: 36.39%37.82% (+1.4%)

6% less capital invested

Capital invested by funds: $483M → $456M (-$27.3M)

77% less call options, than puts

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

Holders
193
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.13M
Puts
$5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
176
S.A. Mason
Michigan
$8.88K
AAS
177
Ameritas Advisory Services
Nebraska
$8.3K
AssetMark Inc
178
AssetMark Inc
California
$7.49K
US Bancorp
179
US Bancorp
Minnesota
$7.08K
NFSG
180
Newbridge Financial Services Group
Florida
$6.83K
TCM
181
Traub Capital Management
Massachusetts
$6.43K
NSIM
182
North Star Investment Management
Illinois
$6.28K
AG
183
AmeriFlex Group
Nevada
$4.61K
SIC
184
Salem Investment Counselors
North Carolina
$3.87K
S
185
SignatureFD
Georgia
$2.87K
AEPWM
186
Atlantic Edge Private Wealth Management
Florida
$2.73K
AIC
187
Archer Investment Corporation
Indiana
$799
CIAM
188
Caitong International Asset Management
Hong Kong
$779
MHIP
189
Mountain Hill Investment Partners
New Jersey
$435
N
190
Natixis
France
$301
EWA
191
EverSource Wealth Advisors
Alabama
$21
TWC
192
TD Waterhouse Canada
Ontario, Canada
$14
HNB
193
Huntington National Bank
Ohio
$7
Barclays
194
Barclays
United Kingdom
Goldman Sachs
195
Goldman Sachs
New York
Universal-Beteiligungs- und Servicegesellschaft
196
Universal-Beteiligungs- und Servicegesellschaft
Germany
VIPI
197
Vista Investment Partners II
Indiana
OC
198
Oppenheimer & Co
New York
ET
199
Entropy Technologies
New York
D.E. Shaw & Co
200
D.E. Shaw & Co
New York