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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
PMG
1
Private Management Group
California
$41.5M +$3.28M +245,207 +8%
Morgan Stanley
2
Morgan Stanley
New York
$37.7M -$522K -39,075 -1%
JVBC
3
J.V. Bruni & Co
Colorado
$31.8M +$116K +8,691 +0.3%
VanEck Associates
4
VanEck Associates
New York
$27.4M -$262K -19,650 -0.9%
GAM
5
Generali Asset Management
Italy
$26.6M
AM
6
Ares Management
California
$24.6M -$160K -12,000 -0.6%
OCM
7
Oaktree Capital Management
California
$23.6M
CAM
8
Claret Asset Management
Quebec, Canada
$21.2M -$436K -32,636 -2%
UBS Group
9
UBS Group
Switzerland
$17M +$5.73M +429,303 +47%
RCM
10
Rivernorth Capital Management
Florida
$16.2M -$708K -52,979 -4%
MW
11
Melia Wealth
Oklahoma
$15.5M +$39.6K +2,964 +0.2%
Two Sigma Investments
12
Two Sigma Investments
New York
$9.43M +$4.7M +351,927 +91%
Legal & General Group
13
Legal & General Group
United Kingdom
$7.85M +$1.12M +83,827 +16%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$5.88M -$624K -46,702 -9%
BlackRock
15
BlackRock
New York
$5.49M -$72.9K -5,454 -1%
Raymond James Financial
16
Raymond James Financial
Florida
$5.06M +$4.32M +323,040 +436%
SSG
17
Summit Securities Group
New York
$4.84M +$5.08M +380,000 New
MC
18
Muzinich & Co
New York
$4.24M +$22.2K +1,663 +0.5%
CastleKeep Investment Advisors
19
CastleKeep Investment Advisors
Connecticut
$4.08M -$158K -11,852 -4%
Sumitomo Mitsui Trust Group
20
Sumitomo Mitsui Trust Group
Japan
$3.96M +$94.9K +7,106 +2%
WFG
21
Wills Financial Group
Virginia
$3.76M +$836K +62,588 +27%
BAMF
22
BI Asset Management Fondsmaeglerselskab
Denmark
$3.28M -$444K -33,212 -11%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$3.06M +$3.21M +240,455 New
Jane Street
24
Jane Street
New York
$2.93M +$2.38M +177,941 +343%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$2.92M +$3.06M +228,990 New