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Oaktree Specialty Lending

193 hedge funds and large institutions have $452M invested in Oaktree Specialty Lending in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 68 increasing their positions, 58 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

40% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 20

17% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 58

3% more funds holding

Funds holding: 188193 (+5)

1.13% more ownership

Funds ownership: 36.42%37.55% (+1.1%)

7% less capital invested

Capital invested by funds: $484M → $452M (-$31.6M)

77% less call options, than puts

Call options by funds: $1.13M | Put options by funds: $5M

Holders
193
Holders Change
+5
Holders Change %
+2.66%
% of All Funds
2.54%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
28
Increased
68
Reduced
58
Closed
20
Calls
$1.13M
Puts
$5M
Net Calls
-$3.87M
Net Calls Change
-$169K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$47.1M +$828K +58,769 +2%
PMG
2
Private Management Group
California
$32.9M +$3.12M +221,664 +10%
JVBC
3
J.V. Bruni & Co
Colorado
$30.2M +$3.9M +276,657 +14%
VanEck Associates
4
VanEck Associates
New York
$27.8M +$1.36M +96,169 +5%
AM
5
Ares Management
California
$26.6M -$452K -32,073 -2%
GAM
6
Generali Asset Management
Italy
$25.8M +$11.3M +804,422 +74%
OCM
7
Oaktree Capital Management
California
$25.3M
CAM
8
Claret Asset Management
Quebec, Canada
$23.2M +$24M +1,700,738 New
MW
9
Melia Wealth
Oklahoma
$13.5M +$1.56M +110,938 +13%
UBS Group
10
UBS Group
Switzerland
$11.5M +$2.69M +190,606 +29%
Invesco
11
Invesco
Georgia
$9.64M -$341K -24,171 -3%
Balyasny Asset Management
12
Balyasny Asset Management
Illinois
$8.56M +$6.62M +469,328 +299%
RCM
13
Rivernorth Capital Management
Florida
$8.45M +$4.05M +287,003 +86%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$8.37M +$2.03M +144,144 +31%
Legal & General Group
15
Legal & General Group
United Kingdom
$7.5M +$18.5K +1,311 +0.2%
BlackRock
16
BlackRock
New York
$6.43M +$1.54M +108,951 +30%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$5.04M +$486K +34,476 +10%
CastleKeep Investment Advisors
18
CastleKeep Investment Advisors
Connecticut
$4.39M +$25.1K +1,784 +0.6%
LSV Asset Management
19
LSV Asset Management
Illinois
$4.1M -$3.44M -244,037 -45%
BAMF
20
BI Asset Management Fondsmaeglerselskab
Denmark
$3.81M +$673K +47,710 +21%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$3.59M -$881K -62,500 -19%
MC
22
Muzinich & Co
New York
$3.56M +$433K +30,703 +13%
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.55M
Wells Fargo
24
Wells Fargo
California
$3.36M -$1.69M -120,086 -33%
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$3.29M +$226K +16,061 +7%

OCSL Hedge Fund Activity: Q2 2025 in Review

193 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Oaktree Specialty Lending (OCSL) for Q2 2025, worth a combined $452M — down 6.5% from $484M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new OCSL positions and 20 closed out — a net gain of 8 holders — while 68 added to existing stakes and 58 trimmed.

The largest buyer was Claret Asset Management, opening a new position worth an estimated $24M. The largest seller was Osaic Holdings, cutting an estimated $4.7M.

  • 193 institutional investors held Oaktree Specialty Lending (OCSL) as of Q2 2025, up from 188 in Q1 2025.
  • Funds reported $452M of Oaktree Specialty Lending stock for Q2 2025, down 6.5% quarter-over-quarter.
  • 28 funds opened new Oaktree Specialty Lending positions in Q2 2025 and 20 closed out, a net change of +8 holders.
  • The largest Oaktree Specialty Lending buyer in Q2 2025 was Claret Asset Management, an estimated $24M added.
  • The largest Oaktree Specialty Lending seller in Q2 2025 was Osaic Holdings, an estimated $4.7M sold.

Based on aggregated 13F filings for Q2 2025.