OCSL icon

Oaktree Specialty Lending

185 hedge funds and large institutions have $407M invested in Oaktree Specialty Lending in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 61 increasing their positions, 56 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

9% less funds holding

Funds holding: 204185 (-19)

11% less capital invested

Capital invested by funds: $455M → $407M (-$47.9M)

29% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 42

Holders
185
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.75M
Puts
$908K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SSA
201
Schonfeld Strategic Advisors
New York
SWCM
202
Sullivan Wood Capital Management
District of Columbia
GF
203
Gabelli Funds
New York
MCM
204
Massar Capital Management
Connecticut
JF
205
Jump Financial
Illinois
ECM
206
ExodusPoint Capital Management
New York
CPIG
207
Chicago Partners Investment Group
Illinois
EAM
208
Empirical Asset Management
Massachusetts
AWA
209
Arete Wealth Advisors
Illinois
SPA
210
Shore Point Advisors
New Jersey
DWT
211
Dorsey & Whitney Trust
South Dakota
Neuberger Berman Group
212
Neuberger Berman Group
New York
Goldman Sachs
213
Goldman Sachs
New York
CWM
214
Cornerstone Wealth Management
Missouri
BWL
215
Bogart Wealth LLC
Virginia
Fisher Asset Management
216
Fisher Asset Management
Washington
KAS
217
Kestra Advisory Services
Texas
CH
218
Canton Hathaway
Rhode Island
Group One Trading
219
Group One Trading
Illinois
GAMC
220
Garner Asset Management Corp
Texas
SWM
221
Spire Wealth Management
Virginia
TRCT
222
Tower Research Capital (TRC)
New York
National Bank of Canada
223
National Bank of Canada
Quebec, Canada
GAFA
224
Garton & Associates Financial Advisors
Kentucky
FCMT
225
Founders Capital Management (Texas)
Texas