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Oaktree Specialty Lending

204 hedge funds and large institutions have $455M invested in Oaktree Specialty Lending in 2025 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 58 increasing their positions, 69 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 24

55% more call options, than puts

Call options by funds: $981K | Put options by funds: $634K

10% more funds holding

Funds holding: 185204 (+19)

2.11% more ownership

Funds ownership: 38.43%40.54% (+2.1%)

3% more capital invested

Capital invested by funds: $442M → $455M (+$13.2M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

16% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 69

Holders
204
Holders Change
+19
Holders Change %
+10.27%
% of All Funds
2.48%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
48
Increased
58
Reduced
69
Closed
24
Calls
$981K
Puts
$634K
Net Calls
+$347K
Net Calls Change
+$646K
Name Holding Trade Value Shares
Change
Change in
Stake
Optiver Holding
176
Optiver Holding
Netherlands
$18.6K
National Bank of Canada
177
National Bank of Canada
Quebec, Canada
$18.4K -$3.35K -251 -15%
IAIM
178
International Assets Investment Management
Florida
$18.4K +$19.3K +1,443 New
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$17K +$11.7K +877 +180%
EAM
180
Empirical Asset Management
Massachusetts
$16K
GAFA
181
Garton & Associates Financial Advisors
Kentucky
$15.9K +$16.7K +1,250 New
FCMT
182
Founders Capital Management (Texas)
Texas
$12.7K
FFA
183
Farther Finance Advisors
California
$9.84K +$10.3K +772 New
CB
184
Community Bank
New York
$9.3K
NSIM
185
North Star Investment Management
Illinois
$8.41K +$401 +30 +5%
AssetMark Inc
186
AssetMark Inc
California
$6.98K
ME
187
McIlrath & Eck
Washington
$6.37K +$6.68K +500 New
AUB
188
Atlantic Union Bankshares
Virginia
$5.81K
Nomura Asset Management
189
Nomura Asset Management
Japan
$5.27K -$39.8K -2,980 -88%
AG
190
AmeriFlex Group
Nevada
$4.75K -$4.66K -349 -48%
GRP
191
Global Retirement Partners
California
$2.79K +$80 +6 +3%
S
192
SignatureFD
Georgia
$1.64K -$13 -1 -0.8%
ETS
193
ESL Trust Services
New York
$1.27K
SPIA
194
Steward Partners Investment Advisory
New York
$1.15K +$1.2K +90 New
MHIP
195
Mountain Hill Investment Partners
New Jersey
$431 +$13 +1 +3%
B
196
Bayban
Minnesota
$420 +$441 +33 New
Citigroup
197
Citigroup
New York
$382 +$401 +30 New
N
198
Natixis
France
$280
DB
199
Danske Bank
Denmark
$25
Jones Financial Companies
200
Jones Financial Companies
Missouri
$25 +$27 +2 New