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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
TWC
201
TD Waterhouse Canada
Ontario, Canada
$13
EWA
202
EverSource Wealth Advisors
Alabama
$12 -$6.93K -519 -100%
HNB
203
Huntington National Bank
Ohio
$7
MI
204
Motiv8 Investments
Florida
$3 +$3.34K +250 New
TI
205
Trexquant Investment
Connecticut
-$3.08M -236,280 Closed
GA
206
GraniteShares Advisors
New York
-$2.63M -201,490 Closed
Kovitz Investment Group Partners
207
Kovitz Investment Group Partners
Illinois
-$2.33M -178,375 Closed
SIC
208
Samalin Investment Counsel
New York
-$1.25M -95,946 Closed
Simplex Trading
209
Simplex Trading
Illinois
-$782K -59,929 Closed
HWAM
210
Hennion & Walsh Asset Management
New Jersey
-$720K -55,204 Closed
Marshall Wace
211
Marshall Wace
United Kingdom
-$707K -54,148 Closed
D.E. Shaw & Co
212
D.E. Shaw & Co
New York
-$569K -43,585 Closed
NA
213
Nordwand Advisors
Pennsylvania
-$519K -39,776 Closed
RW
214
REDW Wealth
New Mexico
-$261K -20,000 Closed
FRM
215
Fox Run Management
Connecticut
-$258K -19,807 Closed
Verition Fund Management
216
Verition Fund Management
Connecticut
-$242K -18,517 Closed
KBC Group
217
KBC Group
Belgium
-$225K -17,206 Closed
KIC
218
Kensington Investment Counsel
California
-$151K -11,547 Closed
FFA
219
First Foundation Advisors
California
-$138K -10,559 Closed
HI
220
Harbour Investments
Wisconsin
-$40.3K -3,091 Closed
PS
221
Principal Securities
Iowa
-$27.8K -2,130 Closed
WA
222
Whipplewood Advisors
Colorado
-$27.7K -2,123 Closed
KTC
223
Kentucky Trust Company
Kentucky
-$13.1K -1,000 Closed
NFSG
224
Newbridge Financial Services Group
Florida
-$6.53K -500 Closed
SIC
225
Salem Investment Counselors
North Carolina
-$3.69K -283 Closed