OXLC

Oxford Lane Capital
OXLC

Overview Fund Activity

142 hedge funds and large institutions have $87.8M invested in Oxford Lane Capital in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 57 increasing their positions, 30 reducing their positions, and 21 closing their positions.

Holders
142
Holders Change
+7
Holders Change %
+5.19%
% of All Funds
1.91%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
30
Increased
57
Reduced
30
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$6.95M
2
Morgan Stanley
2
Morgan Stanley
New York
$8.21M
3
Jane Street
3
Jane Street
New York
$2.5M
4
VF
4
Virtu Financial
New York
$1.91M
5
JF
5
Jump Financial
Illinois
$697K

Top Sellers

1
GWM
1
Geneos Wealth Management
Colorado
$2.43M
2
LPL Financial
2
LPL Financial
California
$3.85M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$539K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$2.54M
5
UBS Group
5
UBS Group
Switzerland
$239K
Name Holding Trade Value Shares
Change 		Shares
Change %
JF
76
Joule Financial
Kentucky
$113K – – –
KeyBank National Association
77
KeyBank National Association
Ohio
$107K +$107K +25,500 New
WIA
78
World Investment Advisors
California
$103K -$8.4K -2,000 -8%
ME
79
McIlrath & Eck
Washington
$98.5K +$53.8K +12,804 +120%
BAM
80
Belpointe Asset Management
Nevada
$96K +$5.63K +1,340 +6%
BRWA
81
B. Riley Wealth Advisors
Florida
$95.4K +$95.4K +22,725 New
Stifel Financial
82
Stifel Financial
Missouri
$92.9K +$44.1K +10,500 +90%
FWP
83
Firethorn Wealth Partners
Georgia
$92.5K +$5.41K +1,287 +6%
MCM
84
MAI Capital Management
Ohio
$85K +$5.2K +1,239 +7%
EWA
85
EverSource Wealth Advisors
Alabama
$84K +$16.8K +4,000 +25%
KPF
86
K2 Principal Fund
Ontario, Canada
$84K +$42K +10,000 +100%
AHL
87
Abel Hall LLC
Louisiana
$84K +$84K +20,000 New
AWE
88
Avidian Wealth Enterprises
Texas
$83.9K – – –
EW
89
Evoke Wealth
California
$82.7K – – –
BFA
90
Beacon Financial Advisory
Ohio
$81.4K +$7.83K +1,863 +11%
CA
91
Calton & Associates
Florida
$73.9K -$20.7K -4,923 -22%
MFG
92
Merit Financial Group
Georgia
$71.6K +$71.6K +17,047 New
Kovitz Investment Group Partners
93
Kovitz Investment Group Partners
Illinois
$70.4K -$483 -115 -0.7%
XT
94
XTX Topco
Cayman Islands
$69.4K +$69.4K +16,518 New
FA
95
Freestate Advisors
Kansas
$68.3K +$4.18K +996 +7%
NA
96
NewEdge Advisors
Louisiana
$66.5K -$56.6K -13,483 -46%
BCM
97
Brookstone Capital Management
Illinois
$65.4K +$18.3K +4,358 +39%
OCM
98
One Capital Management
California
$64.5K +$9.87K +2,350 +18%
MWA
99
Merkkuri Wealth Advisors
New York
$64.4K -$601 -143 -0.9%
TL
100
Tradewinds LLC
North Carolina
$64.4K +$64.4K +15,323 New
2 3
4
5 6