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Oaktree Specialty Lending

203 hedge funds and large institutions have $454M invested in Oaktree Specialty Lending in 2025 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 57 increasing their positions, 69 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 25

55% more call options, than puts

Call options by funds: $981K | Put options by funds: $634K

10% more funds holding

Funds holding: 185203 (+18)

2.08% more ownership

Funds ownership: 38.43%40.51% (+2.1%)

3% more capital invested

Capital invested by funds: $442M → $454M (+$12.8M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

17% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 69

Holders
203
Holders Change
+18
Holders Change %
+9.73%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
48
Increased
57
Reduced
69
Closed
25
Calls
$981K
Puts
$634K
Net Calls
+$347K
Net Calls Change
+$646K

OCSL Hedge Fund Activity: Q4 2025 in Review

203 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in Oaktree Specialty Lending (OCSL) for Q4 2025, worth a combined $454M — up 2.9% from $442M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new OCSL positions and 25 closed out — a net gain of 23 holders — while 57 added to existing stakes and 69 trimmed.

The largest buyer was UBS Group, adding an estimated $5.73M. The largest seller was Invesco, cutting an estimated $11.1M.

  • 203 institutional investors held Oaktree Specialty Lending (OCSL) as of Q4 2025, up from 185 in Q3 2025.
  • Funds reported $454M of Oaktree Specialty Lending stock for Q4 2025, up 2.9% quarter-over-quarter.
  • 48 funds opened new Oaktree Specialty Lending positions in Q4 2025 and 25 closed out, a net change of +23 holders.
  • The largest Oaktree Specialty Lending buyer in Q4 2025 was UBS Group, an estimated $5.73M added.
  • The largest Oaktree Specialty Lending seller in Q4 2025 was Invesco, an estimated $11.1M sold.

Based on aggregated 13F filings for Q4 2025.