OXLC

Oxford Lane Capital

121 hedge funds and large institutions have $67.3M invested in Oxford Lane Capital in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 58 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
+20
Holders Change %
+19.8%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
32
Increased
58
Reduced
16
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$178K +$178K +34,019 New
LMKC
52
L.M. Kohn & Company
Ohio
$175K +$175K +33,430 New
SA
53
Sanctuary Advisors
Indiana
$173K +$5.74K +1,100 +3%
Bank of America
54
Bank of America
North Carolina
$171K +$8.4K +1,603 +5%
Creative Planning
55
Creative Planning
Kansas
$170K +$170K +32,352 New
SIA
56
Soltis Investment Advisors
Utah
$163K -$32K -6,101 -16%
PCIA
57
Prime Capital Investment Advisors
Kansas
$162K +$487 +93 +0.3%
SCP
58
Silverleafe Capital Partners
Tennessee
$161K +$430 +82 +0.3%
SL
59
Summitry LLC
California
$157K
VF
60
Virtu Financial
New York
$157K +$157K +29,907 New
DADC
61
D.A. Davidson & Co
Montana
$143K +$20.3K +3,865 +17%
DTL
62
Dynamic Technology Lab
Singapore
$140K +$38K +7,248 +37%
BRWA
63
B. Riley Wealth Advisors
Florida
$128K -$330K -63,070 -72%
CA
64
CoreCap Advisors
Michigan
$127K +$127K +24,182 New
EFS
65
Essex Financial Services
Connecticut
$126K
WA
66
Waddell & Associates
Tennessee
$125K +$5.01K +956 +4%
CA
67
Calton & Associates
Florida
$125K +$125K +23,776 New
HighTower Advisors
68
HighTower Advisors
Illinois
$121K +$52.2K +10,026 +76%
MC
69
Moors & Cabot
Massachusetts
$121K +$121K +23,000 New
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$111K +$10.6K +2,015 +10%
FFA
71
Farther Finance Advisors
California
$108K +$106K +20,266 +6,666%
AWE
72
Avidian Wealth Enterprises
Texas
$105K
OCM
73
One Capital Management
California
$101K +$41.8K +7,970 +71%
JF
74
Joule Financial
Kentucky
$98.4K +$34.3K +6,542 +53%
TSS
75
Two Sigma Securities
New York
$89.3K +$28.3K +5,394 +46%