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OTF

Blue Owl Technology Finance Corp
OTF

79 hedge funds and large institutions have $1.31B invested in Blue Owl Technology Finance Corp in 2025 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 33 increasing their positions, 2 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,550% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 2

680% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 5

76% more funds holding

Funds holding: 45 → 79 (+34)

20.98% more ownership

Funds ownership: 0% → 20.98% (+21%)

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

4% less capital invested

Capital invested by funds: $1.37B → $1.31B (-$55.2M)

Holders
79
Holders Change
+34
Holders Change %
+75.56%
% of All Funds
1.04%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
39
Increased
33
Reduced
2
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
+$44.8M
2
Millennium Management
Millennium Management
New York
+$15.3M
3
Jane Street
Jane Street
New York
+$10.6M
4
CI
CAZ Investments
Texas
+$10.1M
5
AM
Ares Management
California
+$8.08M

Top Sellers

Rank Fund Capital Flow
1
C
Cliffwater
California
-$11.3M
2
CAM
Cresset Asset Management
Illinois
-$6.75M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$2.02M
4
JGC
J. Goldman & Co
New York
-$1.5M
5
Citadel Advisors
Citadel Advisors
Florida
-$421K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$1.29M +$1.25M +83,285 +851%
WIA
27
World Investment Advisors
California
$1.25M +$897K +59,830 +194%
NW
28
NewEdge Wealth
Pennsylvania
$974K +$665K +44,353 +190%
GF
29
Gries Financial
Ohio
$910K +$697K +46,452 +248%
UBS Group
30
UBS Group
Switzerland
$902K +$940K +62,673 +2,430%
JP Morgan Chase
31
JP Morgan Chase
New York
$756K +$785K +52,345 +2,188%
HighTower Advisors
32
HighTower Advisors
Illinois
$753K +$545K +36,331 +200%
FT
33
Fiduciary Trust
Massachusetts
$735K +$532K +35,455 +200%
BTI
34
Blue Trust Inc
Georgia
$726K +$543K +36,183 +221%
SA
35
Sanctuary Advisors
Indiana
$699K +$758K +50,565 New
SCM
36
SCS Capital Management
Massachusetts
$661K +$717K +47,838 New
DAS
37
Diversify Advisory Services
Utah
$595K +$398K +26,555 +173%
Northern Trust
38
Northern Trust
Illinois
$544K +$372K +24,816 +171%
AWA
39
Adapt Wealth Advisors
Georgia
$485K +$315K +21,024 +149%
Pathstone Holdings
40
Pathstone Holdings
New Jersey
$462K +$333K +22,177 +200%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$460K +$413K +27,530 +479%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$435K +$467K +31,104 New
Macquarie Group
43
Macquarie Group
Australia
$407K +$442K +29,443 New
HF
44
HRT Financial
New York
$402K +$218K +14,513 +99%
RWM
45
Ritholtz Wealth Management
New York
$375K +$407K +27,159 New
AGM
46
Alpine Global Management
New York
$346K +$375K +25,000 New
SPIA
47
Steward Partners Investment Advisory
New York
$339K +$128K +8,520 +53%
PIA
48
Perennial Investment Advisors
California
$316K +$343K +22,890 New
CL
49
Choreo LLC
Illinois
$308K +$333K +22,184 New
GIC
50
Generali Investments CEE
Czech Republic
$303K +$329K +21,916 New
1
2
3 4

OTF Hedge Fund Activity: Q3 2025 in Review

79 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Technology Finance Corp (OTF) for Q3 2025, worth a combined $1.31B — down 4% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new OTF positions and 5 closed out — a net gain of 34 holders — while 33 added to existing stakes and 2 trimmed.

The largest buyer was California State Teachers Retirement System (CalSTRS), adding an estimated $44.8M. The largest seller was Cliffwater, cutting an estimated $11.3M.

  • 79 institutional investors held Blue Owl Technology Finance Corp (OTF) as of Q3 2025, up from 45 in Q2 2025.
  • Funds reported $1.31B of Blue Owl Technology Finance Corp stock for Q3 2025, down 4% quarter-over-quarter.
  • 39 funds opened new Blue Owl Technology Finance Corp positions in Q3 2025 and 5 closed out, a net change of +34 holders.
  • The largest Blue Owl Technology Finance Corp buyer in Q3 2025 was California State Teachers Retirement System (CalSTRS), an estimated $44.8M added.
  • The largest Blue Owl Technology Finance Corp seller in Q3 2025 was Cliffwater, an estimated $11.3M sold.

Based on aggregated 13F filings for Q3 2025.