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OXLC

Oxford Lane Capital

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: 139149 (+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: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
CSP
51
Cary Street Partners
Virginia
$237K +$254K +11,291 New
PWM
52
Partners Wealth Management
California
$225K
Lido Advisors
53
Lido Advisors
California
$216K +$22 +1 +0%
TCM
54
TT Capital Management
California
$198K +$211K +9,410 New
CCG
55
Capital CS Group
California
$191K +$12.5K +557 +7%
Wells Fargo
56
Wells Fargo
California
$191K +$92K +4,096 +82%
MOS
57
MGO One Seven
Ohio
$189K +$78.4K +3,488 +64%
TRCT
58
Tower Research Capital (TRC)
New York
$187K +$200K +8,910 New
FA
59
Fermata Advisors
California
$182K +$13.1K +582 +7%
Mariner
60
Mariner
Kansas
$177K +$96.9K +4,311 +105%
KPWS
61
Kestra Private Wealth Services
Texas
$176K +$47.5K +2,115 +34%
CA
62
CoreCap Advisors
Michigan
$170K +$39.8K +1,771 +28%
MW
63
Marks Wealth
Maryland
$168K +$37.2K +1,655 +26%
SL
64
Summitry LLC
California
$168K
FDCDDQ
65
Federation des caisses Desjardins du Quebec
Quebec, Canada
$165K -$4.49K -200 -2%
BCA
66
Bay Colony Advisors
Massachusetts
$155K +$70.6K +3,144 +74%
HighTower Advisors
67
HighTower Advisors
Illinois
$148K +$12K +533 +8%
EFS
68
Essex Financial Services
Connecticut
$143K +$22.5K +1,000 +17%
FGG
69
Financial Guidance Group
Florida
$142K +$9.32K +415 +7%
LMKC
70
L.M. Kohn & Company
Ohio
$137K -$90 -4 -0.1%
PGWM
71
Parisi Gray Wealth Management
New Jersey
$134K
IAIM
72
International Assets Investment Management
Florida
$134K +$166K +7,380 New
MC
73
Moors & Cabot
Massachusetts
$128K +$674 +30 +0.5%
IWC
74
Integrated Wealth Concepts
Massachusetts
$126K -$5.1K -227 -4%
PCIA
75
Prime Capital Investment Advisors
Kansas
$122K -$11.1K -492 -8%

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.