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Oaktree Specialty Lending
OCSL

Overview Fund Activity

186 hedge funds and large institutions have $483M invested in Oaktree Specialty Lending in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 78 increasing their positions, 51 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
-9
Holders Change %
-4.62%
% of All Funds
2.53%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
26
Increased
78
Reduced
51
Closed
31
Calls
$1.45M
Puts
$5.15M
Net Calls
-$3.7M
Net Calls Change
-$4.06M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$18.4M
2
GAM
Generali Asset Management
Italy
+$8.38M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$5.14M
4
RCM
Rivernorth Capital Management
Florida
+$5.1M
5
CastleKeep Investment Advisors
CastleKeep Investment Advisors
Connecticut
+$4.25M

Top Sellers

1
WA
Whipplewood Advisors
Colorado
-$272M
2
CAM
Claret Asset Management
Quebec, Canada
-$22.8M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$15.8M
4
Millennium Management
Millennium Management
New York
-$5.64M
5
CC
CF Capital
Massachusetts
-$4.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
EA
201
Everpar Advisors
Oklahoma
– -$346K -22,613 Closed
YIH
202
Y-Intercept (HK)
Hong Kong
– -$343K -22,465 Closed
CCIA
203
Campbell & Co Investment Adviser
Maryland
– -$286K -18,686 Closed
Qube Research & Technologies (QRT)
204
Qube Research & Technologies (QRT)
United Kingdom
– -$265K -17,326 Closed
GT
205
Glenview Trust
Kentucky
– -$247K -16,148 Closed
FRM
206
Fox Run Management
Connecticut
– -$237K -15,525 Closed
OAM
207
Oxford Asset Management
United Kingdom
– -$178K -11,676 Closed
Simplex Trading
208
Simplex Trading
Illinois
– -$36K -2,366 Closed
QL
209
Quarry LP
New York
– -$21K -1,375 Closed
TSMHT
210
Thurston Springer Miller Herd & Titak
Indiana
– -$17.9K -1,171 Closed
IA
211
IFP Advisors
Florida
– -$15.3K -1,000 Closed
HC
212
Hara Capital
Washington
– -$10.2K -666 Closed
AF
213
Advisornet Financial
Minnesota
– -$9.17K -600 Closed
LI
214
LRI Investments
Florida
– -$7.03K -460 Closed
AFG
215
Albion Financial Group
Utah
– -$5.73K -375 Closed
T
216
Transce3nd
Texas
– -$3.65K -239 Closed
Bank Julius Baer & Co
217
Bank Julius Baer & Co
Switzerland
– -$2.52K -149 Closed
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