OXLC

Oxford Lane Capital
OXLC

Overview Fund Activity

144 hedge funds and large institutions have $78.5M invested in Oxford Lane Capital in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 50 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
+23
Holders Change %
+19.01%
% of All Funds
1.92%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
41
Increased
50
Reduced
31
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$3.75M
2
TI
TrueMark Investments
Illinois
+$2.38M
3
BTCPP
Border to Coast Pensions Partnership
United Kingdom
+$2.25M
4
Jane Street
Jane Street
New York
+$2.14M
5
LPL Financial
LPL Financial
California
+$1.36M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.08M
2
Millennium Management
Millennium Management
New York
-$1.34M
3
Invesco
Invesco
Georgia
-$1.29M
4
IWP
Innova Wealth Partners
Pennsylvania
-$857K
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$777K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
76
Cura Wealth Advisors
Illinois
$101K +$101K +20,000 New
PGWM
77
Parisi Gray Wealth Management
New Jersey
$101K +$101K +20,000 New
AWE
78
Avidian Wealth Enterprises
Texas
$101K – – –
OCM
79
One Capital Management
California
$101K +$3.12K +615 +3%
EW
80
Evoke Wealth
California
$99.8K +$99.8K +19,687 New
FWP
81
Firethorn Wealth Partners
Georgia
$99.6K +$99.6K +19,640 New
JF
82
Joule Financial
Kentucky
$95.2K – – –
KPWS
83
Kestra Private Wealth Services
Texas
$92.8K +$36K +7,100 +63%
IWC
84
Integrated Wealth Concepts
Massachusetts
$92.6K +$92.6K +18,263 New
BCA
85
Bay Colony Advisors
Massachusetts
$92K +$5.71K +1,127 +7%
BBHC
86
Brown Brothers Harriman & Co
New York
$90.5K +$90.5K +17,846 New
BFA
87
Beacon Financial Advisory
Ohio
$87.1K +$4.38K +863 +5%
TCM
88
TT Capital Management
California
$85.4K +$85.4K +16,700 New
Kovitz Investment Group Partners
89
Kovitz Investment Group Partners
Illinois
$85K – – –
Mercer Global Advisors
90
Mercer Global Advisors
Colorado
$84.9K -$87.5K -17,265 -51%
SWP
91
Stratos Wealth Partners
Ohio
$81.9K +$5.45K +1,074 +7%
EWA
92
EverSource Wealth Advisors
Alabama
$81.1K – – –
BAM
93
Belpointe Asset Management
Nevada
$80.1K -$1.28K -238 -2%
HF
94
HRT Financial
New York
$77K -$149K -29,770 -66%
NW
95
Naviter Wealth
Arkansas
$75.2K -$172K -33,839 -70%
Creative Planning
96
Creative Planning
Kansas
$75K -$89K -17,564 -54%
WA
97
Waverly Advisors
Alabama
$74.7K +$74.7K +14,726 New
FA
98
Freestate Advisors
Kansas
$73.3K +$3.68K +726 +5%
IAA
99
Independent Advisor Alliance
North Carolina
$70.2K +$70.2K +13,855 New
TFA
100
Teamwork Financial Advisors
Texas
$68.8K -$6.85K -1,351 -9%
2 3
4
5 6