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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
DADC
51
D.A. Davidson & Co
Montana
$171K +$43.1K +1,733 +32%
EGM
52
Engineers Gate Manager
New York
$164K +$173K +6,965 New
Bank of America
53
Bank of America
North Carolina
$163K +$10K +402 +6%
LMKC
54
L.M. Kohn & Company
Ohio
$154K +$163K +6,544 New
HighTower Advisors
55
HighTower Advisors
Illinois
$154K +$47.6K +1,914 +42%
PGWM
56
Parisi Gray Wealth Management
New Jersey
$151K +$59.7K +2,400 +60%
FGG
57
Financial Guidance Group
Florida
$150K +$12.9K +520 +9%
MW
58
Marks Wealth
Maryland
$150K +$50.6K +2,034 +47%
CA
59
CoreCap Advisors
Michigan
$149K -$72.8K -2,928 -32%
PCIA
60
Prime Capital Investment Advisors
Kansas
$149K +$3.08K +124 +2%
KPWS
61
Kestra Private Wealth Services
Texas
$148K +$65.2K +2,620 +72%
IWC
62
Integrated Wealth Concepts
Massachusetts
$147K +$64K +2,574 +70%
MC
63
Moors & Cabot
Massachusetts
$143K +$29.1K +1,170 +24%
EWA
64
EP Wealth Advisors
California
$143K +$150K +6,049 New
HWM
65
Hohimer Wealth Management
Washington
$139K -$31.5K -1,268 -18%
NA
66
NewEdge Advisors
Louisiana
$138K +$22.2K +892 +18%
EFS
67
Essex Financial Services
Connecticut
$137K +$24.9K +1,000 +21%
MA
68
Mutual Advisors
Nebraska
$133K +$11K +444 +8%
MOS
69
MGO One Seven
Ohio
$130K +$137K +5,490 New
SA
70
Sanctuary Advisors
Indiana
$128K -$249 -10 -0.2%
JF
71
Joule Financial
Kentucky
$126K +$39.9K +1,604 +43%
WIA
72
World Investment Advisors
California
$125K -$25 -1 -0%
WA
73
Waddell & Associates
Tennessee
$123K +$5.75K +231 +5%
Wells Fargo
74
Wells Fargo
California
$118K +$125K +5,014 +501,400%
DS
75
DRW Securities
Illinois
$112K +$118K +4,744 New

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.