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OXLC

Oxford Lane Capital
OXLC

149 hedge funds and large institutions have $90.1M invested in Oxford Lane Capital in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 59 increasing their positions, 32 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 32

57% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 21

9% more capital invested

Capital invested by funds: $82.9M → $90.1M (+$7.2M)

7% more funds holding

Funds holding: 139 → 149 (+10)

0.11% more ownership

Funds ownership: 0.8% → 0.92% (+0.11%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
149
Holders Change
+10
Holders Change %
+7.19%
% 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
33
Increased
59
Reduced
32
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$6.92M
2
Morgan Stanley
Morgan Stanley
New York
+$4.42M
3
Jane Street
Jane Street
New York
+$2.67M
4
VF
Virtu Financial
New York
+$2.04M
5
JF
Jump Financial
Illinois
+$746K

Top Sellers

Rank Fund Capital Flow
1
GWM
Geneos Wealth Management
Colorado
-$2.3M
2
LPL Financial
LPL Financial
California
-$1.56M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$724K
4
UBS Group
UBS Group
Switzerland
-$610K
5
AWS
Atria Wealth Solutions
New York
-$394K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
26
Arlington Capital Management
Illinois
$773K +$147K +6,525 +22%
JF
27
Jump Financial
Illinois
$697K +$746K +33,193 New
WB
28
WesBanco Bank
West Virginia
$619K +$617K +27,440 +1,344%
CL
29
Choreo LLC
Illinois
$615K +$3.69K +164 +0.6%
Squarepoint
30
Squarepoint
New York
$579K +$69.5K +3,092 +13%
BWM
31
Buska Wealth Management
Wisconsin
$573K +$173K +7,710 +39%
ACA
32
Aptus Capital Advisors
Alabama
$571K +$9.32K +415 +2%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$555K +$91.7K +4,082 +18%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$539K -$724K -32,211 -56%
CM
35
CastleKnight Management
New York
$407K – – –
AF
36
Allworth Financial
California
$400K +$416K +18,535 +3,656%
AWM
37
Apollon Wealth Management
South Carolina
$391K +$161K +7,182 +63%
CWA
38
Cura Wealth Advisors
Illinois
$383K +$230K +10,248 +128%
E3F
39
Eight 31 Financial
Texas
$379K +$405K +18,033 New
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$356K -$10.4K -463 -3%
PFS
41
Prospera Financial Services
Texas
$327K +$48.1K +2,140 +16%
CG
42
CFO4Life Group
Texas
$308K – – –
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$295K +$316K +14,070 New
National Bank of Canada
44
National Bank of Canada
Quebec, Canada
$290K +$312K +13,885 New
SCA
45
Sage Capital Advisors
South Dakota
$277K -$12.2K -545 -4%
GC
46
GatePass Capital
Ohio
$264K +$283K +12,580 New
MCC
47
Money Concepts Capital
Florida
$263K -$57.5K -2,558 -17%
BAMF
48
BI Asset Management Fondsmaeglerselskab
Denmark
$261K – – –
DADC
49
D.A. Davidson & Co
Montana
$242K +$96.9K +4,311 +60%
UBS Group
50
UBS Group
Switzerland
$239K -$610K -27,155 -70%
1
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3 4 5

OXLC Hedge Fund Activity: Q2 2025 in Review

149 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Oxford Lane Capital (OXLC) for Q2 2025, worth a combined $90.1M — up 8.7% from $82.9M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new OXLC positions and 21 closed out — a net gain of 12 holders — while 59 added to existing stakes and 32 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $6.92M. The largest seller was Geneos Wealth Management, cutting an estimated $2.3M.

  • 149 institutional investors held Oxford Lane Capital (OXLC) as of Q2 2025, up from 139 in Q1 2025.
  • Funds reported $90.1M of Oxford Lane Capital stock for Q2 2025, up 8.7% quarter-over-quarter.
  • 33 funds opened new Oxford Lane Capital positions in Q2 2025 and 21 closed out, a net change of +12 holders.
  • The largest Oxford Lane Capital buyer in Q2 2025 was Citadel Advisors, an estimated $6.92M added.
  • The largest Oxford Lane Capital seller in Q2 2025 was Geneos Wealth Management, an estimated $2.3M sold.

Based on aggregated 13F filings for Q2 2025.