OXLC

Oxford Lane Capital
OXLC

Overview Fund Activity

134 hedge funds and large institutions have $80.7M invested in Oxford Lane Capital in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 73 increasing their positions, 16 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
-10
Holders Change %
-6.94%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
25
Increased
73
Reduced
16
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWM
Geneos Wealth Management
Colorado
+$2.66M
2
Morgan Stanley
Morgan Stanley
New York
+$2.25M
3
JWCA
J.W. Cole Advisors
Florida
+$1.76M
4
LPL Financial
LPL Financial
California
+$1.74M
5
BTCPP
Border to Coast Pensions Partnership
United Kingdom
+$1.65M

Top Sellers

1
TI
TrueMark Investments
Illinois
-$5.06M
2
Citadel Advisors
Citadel Advisors
Florida
-$3.99M
3
Jane Street
Jane Street
New York
-$2.38M
4
JF
Jump Financial
Illinois
-$1.31M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$631K
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
76
Belpointe Asset Management
Nevada
$102K +$31K +6,570 +44%
Millennium Management
77
Millennium Management
New York
$101K +$101K +21,327 New
BCA
78
Bay Colony Advisors
Massachusetts
$98.5K +$14.2K +3,045 +17%
FWP
79
Firethorn Wealth Partners
Georgia
$97.9K +$5.16K +1,093 +6%
FFA
80
Farther Finance Advisors
California
$97.8K -$9.8K -2,037 -9%
Mariner
81
Mariner
Kansas
$96.8K -$82.8K -17,552 -46%
AWE
82
Avidian Wealth Enterprises
Texas
$94.3K – – –
EW
83
Evoke Wealth
California
$92.9K – – –
MCM
84
MAI Capital Management
Ohio
$89.7K +$78.9K +16,716 +732%
RIA
85
RPG Investment Advisory
California
$89.7K +$89.7K +19,000 New
BFA
86
Beacon Financial Advisory
Ohio
$82.7K +$1.61K +341 +2%
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
$80.4K +$1.36K +288 +2%
Kovitz Investment Group Partners
88
Kovitz Investment Group Partners
Illinois
$79.7K +$548 +116 +0.7%
PI
89
PFG Investments
New York
$78.1K -$32.2K -6,812 -29%
EWA
90
EverSource Wealth Advisors
Alabama
$75.5K – – –
UCFA
91
United Capital Financial Advisors
Texas
$75.2K +$75.2K +15,938 New
Creative Planning
92
Creative Planning
Kansas
$74.6K +$4.8K +1,016 +7%
MWA
93
Merkkuri Wealth Advisors
New York
$73K +$15.5K +3,278 +27%
FA
94
Freestate Advisors
Kansas
$72.1K +$3.84K +814 +6%
NW
95
Naviter Wealth
Arkansas
$70.3K – – –
WA
96
Waverly Advisors
Alabama
$69.7K +$170 +36 +0.2%
AWA
97
Arkadios Wealth Advisors
Georgia
$66.3K +$4.57K +969 +7%
MML Investors Services
98
MML Investors Services
Massachusetts
$62K +$5.07K +1,067 +9%
OCM
99
One Capital Management
California
$61.4K -$32.5K -6,875 -35%
TFA
100
Teamwork Financial Advisors
Texas
$58.9K -$5.16K -1,093 -8%
2 3
4
5 6