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OXLC

Oxford Lane Capital

149 hedge funds and large institutions have $82M invested in Oxford Lane Capital in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 52 increasing their positions, 30 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 16

73% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 30

21% more funds holding

Funds holding: 123149 (+26)

18% more capital invested

Capital invested by funds: $69.5M → $82M (+$12.5M)

0.07% more ownership

Funds ownership: 0.83%0.9% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
149
Holders Change
+26
Holders Change %
+21.14%
% 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
44
Increased
52
Reduced
30
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$112K +$44.2K +1,689 +62%
MW
77
Marks Wealth
Maryland
$109K +$60.4K +2,306 +115%
CWA
78
Cura Wealth Advisors
Illinois
$101K +$105K +4,000 New
PGWM
79
Parisi Gray Wealth Management
New Jersey
$101K +$105K +4,000 New
AWE
80
Avidian Wealth Enterprises
Texas
$101K
OCM
81
One Capital Management
California
$101K +$3.22K +123 +3%
EW
82
Evoke Wealth
California
$99.8K +$103K +3,937 New
FWP
83
Firethorn Wealth Partners
Georgia
$99.6K +$103K +3,928 New
JF
84
Joule Financial
Kentucky
$95.2K
KPWS
85
Kestra Private Wealth Services
Texas
$92.8K +$37.2K +1,420 +63%
IWC
86
Integrated Wealth Concepts
Massachusetts
$92.6K +$95.7K +3,653 New
BCA
87
Bay Colony Advisors
Massachusetts
$92K +$5.92K +226 +7%
BBHC
88
Brown Brothers Harriman & Co
New York
$90.5K +$93.5K +3,569 New
BFA
89
Beacon Financial Advisory
Ohio
$87.1K +$4.53K +173 +5%
TCM
90
TT Capital Management
California
$85.4K +$87.5K +3,340 New
Kovitz Investment Group Partners
91
Kovitz Investment Group Partners
Illinois
$85K
Mercer Global Advisors
92
Mercer Global Advisors
Colorado
$84.9K -$90.5K -3,453 -51%
SWP
93
Stratos Wealth Partners
Ohio
$81.9K +$5.63K +215 +7%
EWA
94
EverSource Wealth Advisors
Alabama
$81.1K
BAM
95
Belpointe Asset Management
Nevada
$80.1K -$1.26K -48 -2%
HF
96
HRT Financial
New York
$77K -$156K -5,954 -66%
NW
97
Naviter Wealth
Arkansas
$75.2K -$177K -6,768 -70%
Creative Planning
98
Creative Planning
Kansas
$75K -$92K -3,512 -54%
WA
99
Waverly Advisors
Alabama
$74.7K +$77.1K +2,945 New
FA
100
Freestate Advisors
Kansas
$73.3K +$3.8K +145 +5%

OXLC Hedge Fund Activity: Q4 2024 in Review

149 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Oxford Lane Capital (OXLC) for Q4 2024, worth a combined $82M — up 18% from $69.5M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new OXLC positions and 16 closed out — a net gain of 28 holders — while 52 added to existing stakes and 30 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $3.87M. The largest seller was Morgan Stanley, cutting an estimated $2.14M.

  • 149 institutional investors held Oxford Lane Capital (OXLC) as of Q4 2024, up from 123 in Q3 2024.
  • Funds reported $82M of Oxford Lane Capital stock for Q4 2024, up 18% quarter-over-quarter.
  • 44 funds opened new Oxford Lane Capital positions in Q4 2024 and 16 closed out, a net change of +28 holders.
  • The largest Oxford Lane Capital buyer in Q4 2024 was Citadel Advisors, an estimated $3.87M added.
  • The largest Oxford Lane Capital seller in Q4 2024 was Morgan Stanley, an estimated $2.14M sold.

Based on aggregated 13F filings for Q4 2024.