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OXLC

Oxford Lane Capital

139 hedge funds and large institutions have $82.9M invested in Oxford Lane Capital in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 74 increasing their positions, 18 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

311% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 18

1% more capital invested

Capital invested by funds: $82M → $82.9M (+$922K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.09% less ownership

Funds ownership: 0.9%0.8% (-0.09%)

7% less funds holding

Funds holding: 149139 (-10)

22% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 32

Holders
139
Holders Change
-10
Holders Change %
-6.71%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
25
Increased
74
Reduced
18
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VA
76
Vident Advisory
Georgia
$111K +$117K +4,701 New
CA
77
Calton & Associates
Florida
$106K +$112K +4,506 New
BAM
78
Belpointe Asset Management
Nevada
$102K +$32.7K +1,314 +44%
Millennium Management
79
Millennium Management
New York
$101K +$106K +4,265 New
BCA
80
Bay Colony Advisors
Massachusetts
$98.5K +$15.1K +609 +17%
FWP
81
Firethorn Wealth Partners
Georgia
$97.9K +$5.45K +219 +6%
FFA
82
Farther Finance Advisors
California
$97.8K -$10.1K -408 -9%
Mariner
83
Mariner
Kansas
$96.8K -$87.3K -3,511 -46%
AWE
84
Avidian Wealth Enterprises
Texas
$94.3K
EW
85
Evoke Wealth
California
$92.9K
MCM
86
MAI Capital Management
Ohio
$89.7K +$83.1K +3,343 +732%
RIA
87
RPG Investment Advisory
California
$89.7K +$94.5K +3,800 New
BFA
88
Beacon Financial Advisory
Ohio
$82.7K +$1.69K +68 +2%
Mercer Global Advisors
89
Mercer Global Advisors
Colorado
$80.4K +$1.42K +57 +2%
Kovitz Investment Group Partners
90
Kovitz Investment Group Partners
Illinois
$79.7K +$572 +23 +0.7%
PI
91
PFG Investments
New York
$78.1K -$33.9K -1,362 -29%
EWA
92
EverSource Wealth Advisors
Alabama
$75.5K
UCFA
93
United Capital Financial Advisors
Texas
$75.2K +$79.3K +3,188 New
Creative Planning
94
Creative Planning
Kansas
$74.6K +$5.05K +203 +7%
MWA
95
Merkkuri Wealth Advisors
New York
$73K +$16.3K +655 +27%
FA
96
Freestate Advisors
Kansas
$72.1K +$4.05K +163 +6%
NW
97
Naviter Wealth
Arkansas
$70.3K
WA
98
Waverly Advisors
Alabama
$69.7K +$174 +7 +0.2%
AWA
99
Arkadios Wealth Advisors
Georgia
$66.3K +$4.83K +194 +7%
MML Investors Services
100
MML Investors Services
Massachusetts
$62K +$5.3K +213 +9%

OXLC Hedge Fund Activity: Q1 2025 in Review

139 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Oxford Lane Capital (OXLC) for Q1 2025, worth a combined $82.9M — up 1.1% from $82M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of OXLC and 25 opened new positions — a net loss of 7 holders — while 18 trimmed existing stakes and 74 added.

The largest buyer was Geneos Wealth Management, adding an estimated $2.81M. The largest seller was TrueMark Investments, exiting entirely with an estimated $5.06M sold.

  • 139 institutional investors held Oxford Lane Capital (OXLC) as of Q1 2025, down from 149 in Q4 2024.
  • Funds reported $82.9M of Oxford Lane Capital stock for Q1 2025, up 1.1% quarter-over-quarter.
  • 25 funds opened new Oxford Lane Capital positions in Q1 2025 and 32 closed out, a net change of -7 holders.
  • The largest Oxford Lane Capital buyer in Q1 2025 was Geneos Wealth Management, an estimated $2.81M added.
  • The largest Oxford Lane Capital seller in Q1 2025 was TrueMark Investments, an estimated $5.06M sold.

Based on aggregated 13F filings for Q1 2025.