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OXLC

Oxford Lane Capital

87 hedge funds and large institutions have $171M invested in Oxford Lane Capital in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 22 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 22

16% more capital invested

Capital invested by funds: $147M → $171M (+$23.8M)

22% less funds holding

Funds holding: 11287 (-25)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

59% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 39

Holders
87
Holders Change
-25
Holders Change %
-22.32%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
16
Increased
37
Reduced
22
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DIM
51
Delta Investment Management
California
$111K +$125K +11,304 New
AF
52
Allworth Financial
California
$109K +$11.6K +1,056 +10%
Goldman Sachs
53
Goldman Sachs
New York
$105K +$118K +10,707 New
CWA
54
Cura Wealth Advisors
Illinois
$100K -$88.1K -8,000 -44%
KPWS
55
Kestra Private Wealth Services
Texas
$98.3K -$496 -45 -0.4%
PGWM
56
Parisi Gray Wealth Management
New Jersey
$97.8K
BNP Paribas Financial Markets
57
BNP Paribas Financial Markets
France
$80.1K
EWA
58
EverSource Wealth Advisors
Alabama
$68.5K +$29.7K +2,700 +63%
PWPS
59
Pinnacle Wealth Planning Services
Ohio
$61.2K +$27.3K +2,479 +66%
LWMI
60
Legacy Wealth Management (Idaho)
Idaho
$58.8K +$11.5K +1,040 +21%
IAIM
61
International Assets Investment Management
Florida
$45.6K -$103K -9,395 -67%
TCM
62
Triumph Capital Management
Colorado
$44.9K -$8.88K -806 -15%
Wells Fargo
63
Wells Fargo
California
$40.8K -$3.35K -304 -7%
JP Morgan Chase
64
JP Morgan Chase
New York
$39.7K +$11.3K +1,025 +32%
WA
65
WPG Advisers
Maryland
$38.3K +$19.1K +1,735 +80%
SIS
66
Sound Income Strategies
Florida
$30K +$5.51K +500 +20%
AF
67
Advisornet Financial
Minnesota
$28.6K +$7.17K +651 +29%
FDCDDQ
68
Federation des caisses Desjardins du Quebec
Quebec, Canada
$28.5K -$54.6K -4,960 -63%
CA
69
CoreCap Advisors
Michigan
$23.1K -$66 -6 -0.3%
OCM
70
Osbon Capital Management
Massachusetts
$21.4K +$2.06K +187 +9%
NA
71
NewEdge Advisors
Louisiana
$19K
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$17.4K +$19K +1,721 +2,868%
SC
73
Swan Capital
Florida
$12K
SS
74
Sunbelt Securities
Texas
$8.45K -$32.6K -2,963 -77%
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$6K +$6.61K +600 New

OXLC Hedge Fund Activity: Q1 2026 in Review

87 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Oxford Lane Capital (OXLC) for Q1 2026, worth a combined $171M — up 16% from $147M a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of OXLC and 16 opened new positions — a net loss of 23 holders — while 22 trimmed existing stakes and 37 added.

The largest buyer was Kohlberg Kravis Roberts & Co, opening a new position worth an estimated $35.1M. The largest seller was Barclays, cutting an estimated $12.3M.

  • 87 institutional investors held Oxford Lane Capital (OXLC) as of Q1 2026, down from 112 in Q4 2025.
  • Funds reported $171M of Oxford Lane Capital stock for Q1 2026, up 16% quarter-over-quarter.
  • 16 funds opened new Oxford Lane Capital positions in Q1 2026 and 39 closed out, a net change of -23 holders.
  • The largest Oxford Lane Capital buyer in Q1 2026 was Kohlberg Kravis Roberts & Co, an estimated $35.1M added.
  • The largest Oxford Lane Capital seller in Q1 2026 was Barclays, an estimated $12.3M sold.

Based on aggregated 13F filings for Q1 2026.