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Oaktree Specialty Lending
OCSL

Overview Fund Activity

193 hedge funds and large institutions have $456M invested in Oaktree Specialty Lending in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 69 increasing their positions, 57 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+7
Holders Change %
+3.76%
% of All Funds
2.59%
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
69
Reduced
57
Closed
18
Calls
$1.13M
Puts
$5M
Net Calls
-$3.87M
Net Calls Change
-$169K

Top Buyers

1
CAM
Claret Asset Management
Quebec, Canada
$23.2M
2
GAM
Generali Asset Management
Italy
$25.8M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$8.56M
4
RCM
Rivernorth Capital Management
Florida
$8.45M
5
JVBC
J.V. Bruni & Co
Colorado
$30.2M

Top Sellers

1
Barclays
Barclays
United Kingdom
$0
2
LSV Asset Management
LSV Asset Management
Illinois
$4.1M
3
Wells Fargo
Wells Fargo
California
$3.36M
4
Osaic Holdings
Osaic Holdings
Arizona
$7.07M
5
RWM
Rezny Wealth Management
Florida
$2.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$47.1M +$803K +58,769 +2%
PMG
2
Private Management Group
California
$32.9M +$3.03M +221,664 +10%
JVBC
3
J.V. Bruni & Co
Colorado
$30.2M +$3.78M +276,657 +14%
VanEck Associates
4
VanEck Associates
New York
$27.8M +$1.31M +96,169 +5%
AM
5
Ares Management
California
$26.6M -$438K -32,073 -2%
GAM
6
Generali Asset Management
Italy
$25.8M +$11M +804,422 +74%
OCM
7
Oaktree Capital Management
California
$25.3M – – –
CAM
8
Claret Asset Management
Quebec, Canada
$23.2M +$23.2M +1,700,738 New
MW
9
Melia Wealth
Oklahoma
$13.5M +$1.52M +110,938 +13%
UBS Group
10
UBS Group
Switzerland
$11.5M +$2.6M +190,606 +29%
Invesco
11
Invesco
Georgia
$9.64M -$330K -24,171 -3%
Balyasny Asset Management
12
Balyasny Asset Management
Illinois
$8.56M +$6.41M +469,328 +299%
RCM
13
Rivernorth Capital Management
Florida
$8.45M +$3.92M +287,003 +86%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$8.37M +$1.97M +144,144 +31%
Legal & General Group
15
Legal & General Group
United Kingdom
$7.5M +$17.9K +1,311 +0.2%
Osaic Holdings
16
Osaic Holdings
Arizona
$7.07M -$1.58M -103,045 -18%
BlackRock
17
BlackRock
New York
$6.43M +$1.49M +108,951 +30%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$5.04M +$471K +34,476 +10%
CastleKeep Investment Advisors
19
CastleKeep Investment Advisors
Connecticut
$4.39M +$24.4K +1,784 +0.6%
LSV Asset Management
20
LSV Asset Management
Illinois
$4.1M -$3.33M -244,037 -45%
BAMF
21
BI Asset Management Fondsmaeglerselskab
Denmark
$3.82M +$652K +47,710 +21%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$3.59M -$854K -62,500 -19%
MC
23
Muzinich & Co
New York
$3.56M +$419K +30,703 +13%
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.55M – – –
Wells Fargo
25
Wells Fargo
California
$3.36M -$1.64M -120,086 -33%
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