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OXLC

Oxford Lane Capital

139 hedge funds and large institutions have $82.9M invested in Oxford Lane Capital in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 74 increasing their positions, 18 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

311% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 18

1% more capital invested

Capital invested by funds: $82M → $82.9M (+$922K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.09% less ownership

Funds ownership: 0.9%0.8% (-0.09%)

7% less funds holding

Funds holding: 149139 (-10)

22% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 32

Holders
139
Holders Change
-10
Holders Change %
-6.71%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
25
Increased
74
Reduced
18
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CL
26
Choreo LLC
Illinois
$687K +$674K +27,108 +1,349%
ACA
27
Aptus Capital Advisors
Alabama
$632K +$12.9K +520 +2%
Squarepoint
28
Squarepoint
New York
$578K +$247K +9,927 +68%
Citadel Advisors
29
Citadel Advisors
Florida
$550K -$4.2M -168,950 -88%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$527K +$156K +6,290 +39%
BWM
31
Buska Wealth Management
Wisconsin
$462K +$487K +19,580 New
CM
32
CastleKnight Management
New York
$458K
SBIA
33
Sheaff Brock Investment Advisors
Indiana
$437K +$150K +6,044 +48%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$420K +$293K +11,772 +195%
AWS
35
Atria Wealth Solutions
New York
$394K -$5.15K -207 -1%
MCC
36
Money Concepts Capital
Florida
$356K +$375K +15,091 New
CG
37
CFO4Life Group
Texas
$346K +$7.46K +300 +2%
SCA
38
Sage Capital Advisors
South Dakota
$324K +$23.6K +950 +7%
PFS
39
Prospera Financial Services
Texas
$317K +$79.1K +3,182 +31%
BA
40
Bard Associates
Illinois
$300K
BAMF
41
BI Asset Management Fondsmaeglerselskab
Denmark
$293K +$11.2K +451 +4%
SPC
42
Sigma Planning Corp
Michigan
$271K -$41.6K -1,673 -13%
AWM
43
Apollon Wealth Management
South Carolina
$270K
Lido Advisors
44
Lido Advisors
California
$243K -$14.9K -600 -6%
PWM
45
Partners Wealth Management
California
$220K +$29.8K +1,200 +15%
CCG
46
Capital CS Group
California
$202K +$60K +2,414 +39%
FDCDDQ
47
Federation des caisses Desjardins du Quebec
Quebec, Canada
$191K +$201K +8,080 New
FA
48
Fermata Advisors
California
$191K +$201K +8,077 New
SL
49
Summitry LLC
California
$189K +$49.7K +2,000 +33%
CWA
50
Cura Wealth Advisors
Illinois
$189K +$99.5K +4,000 +100%

OXLC Hedge Fund Activity: Q1 2025 in Review

139 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Oxford Lane Capital (OXLC) for Q1 2025, worth a combined $82.9M — up 1.1% from $82M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of OXLC and 25 opened new positions — a net loss of 7 holders — while 18 trimmed existing stakes and 74 added.

The largest buyer was Geneos Wealth Management, adding an estimated $2.81M. The largest seller was TrueMark Investments, exiting entirely with an estimated $5.06M sold.

  • 139 institutional investors held Oxford Lane Capital (OXLC) as of Q1 2025, down from 149 in Q4 2024.
  • Funds reported $82.9M of Oxford Lane Capital stock for Q1 2025, up 1.1% quarter-over-quarter.
  • 25 funds opened new Oxford Lane Capital positions in Q1 2025 and 32 closed out, a net change of -7 holders.
  • The largest Oxford Lane Capital buyer in Q1 2025 was Geneos Wealth Management, an estimated $2.81M added.
  • The largest Oxford Lane Capital seller in Q1 2025 was TrueMark Investments, an estimated $5.06M sold.

Based on aggregated 13F filings for Q1 2025.