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Oaktree Specialty Lending

186 hedge funds and large institutions have $408M invested in Oaktree Specialty Lending in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 61 increasing their positions, 57 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more call options, than puts

Call options by funds: $1.75M | Put options by funds: $908K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

7% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 57

0.4% more ownership

Funds ownership: 40.54%40.95% (+0.4%)

9% less funds holding

Funds holding: 204186 (-18)

10% less capital invested

Capital invested by funds: $455M → $408M (-$47.1M)

29% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 42

Holders
186
Holders Change
-18
Holders Change %
-8.82%
% of All Funds
2.29%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
30
Increased
61
Reduced
57
Closed
42
Calls
$1.75M
Puts
$908K
Net Calls
+$845K
Net Calls Change
+$498K
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
176
Jones Financial Companies
Missouri
$1.12K +$1.2K +100 +5,000%
SPIA
177
Steward Partners Investment Advisory
New York
$1.02K
CIAM
178
Caitong International Asset Management
Hong Kong
$441 +$467 +39 New
MHIP
179
Mountain Hill Investment Partners
New Jersey
$396 +$12 +1 +3%
N
180
Natixis
France
$249
AssetMark Inc
181
AssetMark Inc
California
$181 -$6.37K -532 -97%
DB
182
Danske Bank
Denmark
$23
Citigroup
183
Citigroup
New York
$11 -$347 -29 -97%
EWA
184
EverSource Wealth Advisors
Alabama
$11
TWC
185
TD Waterhouse Canada
Ontario, Canada
$11
HNB
186
Huntington National Bank
Ohio
$7
SSG
187
Summit Securities Group
New York
-$4.84M -380,000 Closed
WFG
188
Wills Financial Group
Virginia
-$3.76M -295,317 Closed
Jane Street
189
Jane Street
New York
-$2.93M -229,800 Closed
Thrivent Financial for Lutherans
190
Thrivent Financial for Lutherans
Minnesota
-$2.92M -228,990 Closed
IA
191
Icon Advisers
Colorado
-$2.74M -215,000 Closed
Two Sigma Advisers
192
Two Sigma Advisers
New York
-$2.61M -204,841 Closed
FIA
193
FNY Investment Advisers
New York
-$1.31M -102,600 Closed
VC
194
VarCov Co
Connecticut
-$1.02M -80,024 Closed
CAU
195
Caxton Associates (UK)
-$1.01M -79,481 Closed
QT
196
Quantbot Technologies
New York
-$986K -77,419 Closed
GAM
197
Gotham Asset Management
New York
-$942K -73,966 Closed
Point72 Asset Management
198
Point72 Asset Management
Connecticut
-$818K -64,177 Closed
BI
199
Bramshill Investments
Florida
-$559K -43,855 Closed
MG
200
Marex Group
-$430K -33,748 Closed