OCSL icon

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 %
Morgan Stanley
1
Morgan Stanley
New York
$52.1M +$18.4M +1,200,342 +55%
PMG
2
Private Management Group
California
$33.6M +$857K +55,804 +3%
AM
3
Ares Management
California
$30.4M – – –
VanEck Associates
4
VanEck Associates
New York
$29.8M -$2.34M -152,078 -7%
JVBC
5
J.V. Bruni & Co
Colorado
$29.7M +$95.3K +6,204 +0.3%
OCM
6
Oaktree Capital Management
California
$28.5M – – –
CAM
7
Claret Asset Management
Quebec, Canada
$23.4M -$22.8M -1,495,190 Closed
GAM
8
Generali Asset Management
Italy
$16.7M +$8.38M +545,826 +101%
MW
9
Melia Wealth
Oklahoma
$13.5M +$1.2M +78,304 +10%
Invesco
10
Invesco
Georgia
$11.2M -$2.24M -145,918 -17%
UBS Group
11
UBS Group
Switzerland
$10M +$4.21M +273,858 +73%
Osaic Holdings
12
Osaic Holdings
Arizona
$8.7M +$1.4M +91,169 +19%
Legal & General Group
13
Legal & General Group
United Kingdom
$8.42M +$52.8K +3,434 +0.6%
LSV Asset Management
14
LSV Asset Management
Illinois
$8.36M -$4.44M -289,357 -35%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$7.2M +$1.84M +119,775 +34%
Wells Fargo
16
Wells Fargo
California
$5.62M +$239K +15,548 +4%
BlackRock
17
BlackRock
New York
$5.56M -$94.3K -6,139 -2%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$5.14M +$5.14M +334,447 New
RCM
19
Rivernorth Capital Management
Florida
$5.1M +$5.1M +331,903 New
Two Sigma Advisers
20
Two Sigma Advisers
New York
$4.99M -$690K -44,900 -12%
CastleKeep Investment Advisors
21
CastleKeep Investment Advisors
Connecticut
$4.9M +$4.25M +276,782 +651%
RWM
22
Rezny Wealth Management
Florida
$4.35M +$143K +9,298 +3%
TI
23
Trexquant Investment
Connecticut
$4.22M +$3.93M +255,716 +1,322%
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.99M – – –
Barclays
25
Barclays
United Kingdom
$3.58M +$1.03M +67,166 +40%
1
2 3 4 5