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OXLC

Oxford Lane Capital

149 hedge funds and large institutions have $82M invested in Oxford Lane Capital in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 52 increasing their positions, 30 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 16

73% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 30

21% more funds holding

Funds holding: 123149 (+26)

18% more capital invested

Capital invested by funds: $69.5M → $82M (+$12.5M)

0.07% more ownership

Funds ownership: 0.83%0.9% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
149
Holders Change
+26
Holders Change %
+21.14%
% of All Funds
1.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
44
Increased
52
Reduced
30
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
26
Oppenheimer & Co
New York
$804K +$207K +7,888 +33%
ACA
27
Aptus Capital Advisors
Alabama
$666K +$153K +5,850 +29%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$631K +$652K +24,887 New
TSS
29
Two Sigma Securities
New York
$558K +$487K +18,591 +545%
MW
30
Maia Wealth
Colorado
$494K +$506K +19,322 New
CM
31
CastleKnight Management
New York
$492K
T
32
Transce3nd
Texas
$429K +$443K +16,917 New
AWS
33
Atria Wealth Solutions
New York
$428K +$101K +3,845 +30%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$407K +$8.83K +337 +2%
Squarepoint
35
Squarepoint
New York
$369K -$136K -5,180 -26%
CG
36
CFO4Life Group
Texas
$365K
SPC
37
Sigma Planning Corp
Michigan
$334K -$18K -689 -5%
SCA
38
Sage Capital Advisors
South Dakota
$324K -$111K -4,233 -25%
BA
39
Bard Associates
Illinois
$322K -$3.4K -130 -1%
SBIA
40
Sheaff Brock Investment Advisors
Indiana
$316K +$524 +20 +0.2%
BAMF
41
BI Asset Management Fondsmaeglerselskab
Denmark
$304K +$16.4K +625 +6%
AWM
42
Apollon Wealth Management
South Carolina
$290K +$300K +11,442 New
Lido Advisors
43
Lido Advisors
California
$276K -$43.1K -1,646 -13%
PFS
44
Prospera Financial Services
Texas
$260K +$13.2K +505 +5%
M&T Bank
45
M&T Bank
New York
$243K +$251K +9,578 New
CA
46
CoreCap Advisors
Michigan
$235K +$116K +4,418 +91%
UBS Group
47
UBS Group
Switzerland
$216K -$156K -5,949 -41%
PWM
48
Partners Wealth Management
California
$206K +$213K +8,140 New
SCP
49
Silverleafe Capital Partners
Tennessee
$200K +$46.2K +1,764 +29%
Mariner
50
Mariner
Kansas
$193K +$142K +5,436 +250%

OXLC Hedge Fund Activity: Q4 2024 in Review

149 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Oxford Lane Capital (OXLC) for Q4 2024, worth a combined $82M — up 18% from $69.5M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new OXLC positions and 16 closed out — a net gain of 28 holders — while 52 added to existing stakes and 30 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $3.87M. The largest seller was Morgan Stanley, cutting an estimated $2.14M.

  • 149 institutional investors held Oxford Lane Capital (OXLC) as of Q4 2024, up from 123 in Q3 2024.
  • Funds reported $82M of Oxford Lane Capital stock for Q4 2024, up 18% quarter-over-quarter.
  • 44 funds opened new Oxford Lane Capital positions in Q4 2024 and 16 closed out, a net change of +28 holders.
  • The largest Oxford Lane Capital buyer in Q4 2024 was Citadel Advisors, an estimated $3.87M added.
  • The largest Oxford Lane Capital seller in Q4 2024 was Morgan Stanley, an estimated $2.14M sold.

Based on aggregated 13F filings for Q4 2024.