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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
AAP
201
Arax Advisory Partners
Colorado
-$408K -32,026 Closed
SSA
202
Schonfeld Strategic Advisors
New York
-$392K -30,767 Closed
SWCM
203
Sullivan Wood Capital Management
District of Columbia
-$388K -30,450 Closed
GF
204
Gabelli Funds
New York
-$382K -30,000 Closed
MCM
205
Massar Capital Management
Connecticut
-$367K -28,812 Closed
JF
206
Jump Financial
Illinois
-$330K -25,874 Closed
ECM
207
ExodusPoint Capital Management
New York
-$301K -23,594 Closed
CPIG
208
Chicago Partners Investment Group
Illinois
-$215K -16,689 Closed
EAM
209
Empirical Asset Management
Massachusetts
-$16K -15,968 Closed
AWA
210
Arete Wealth Advisors
Illinois
-$201K -15,774 Closed
SPA
211
Shore Point Advisors
New Jersey
-$191K -15,000 Closed
DWT
212
Dorsey & Whitney Trust
South Dakota
-$180K -14,124 Closed
Neuberger Berman Group
213
Neuberger Berman Group
New York
-$175K -13,703 Closed
Goldman Sachs
214
Goldman Sachs
New York
-$173K -13,597 Closed
CWM
215
Cornerstone Wealth Management
Missouri
-$162K -12,754 Closed
BWL
216
Bogart Wealth LLC
Virginia
-$149K -11,706 Closed
Fisher Asset Management
217
Fisher Asset Management
Washington
-$132K -10,325 Closed
KAS
218
Kestra Advisory Services
Texas
-$86.5K -6,788 Closed
CH
219
Canton Hathaway
Rhode Island
-$81.2K -6,370 Closed
Group One Trading
220
Group One Trading
Illinois
-$56.9K -4,756 Closed
GAMC
221
Garner Asset Management Corp
Texas
-$38.5K -3,020 Closed
SWM
222
Spire Wealth Management
Virginia
-$19.7K -1,550 Closed
TRCT
223
Tower Research Capital (TRC)
New York
-$19.4K -1,524 Closed
National Bank of Canada
224
National Bank of Canada
Quebec, Canada
-$18.4K -1,448 Closed
GAFA
225
Garton & Associates Financial Advisors
Kentucky
-$15.9K -1,250 Closed