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OXLC

Oxford Lane Capital

149 hedge funds and large institutions have $90.1M invested in Oxford Lane Capital in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 59 increasing their positions, 32 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 32

57% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 21

9% more capital invested

Capital invested by funds: $82.9M → $90.1M (+$7.2M)

7% more funds holding

Funds holding: 139149 (+10)

0.11% more ownership

Funds ownership: 0.8%0.92% (+0.11%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
149
Holders Change
+10
Holders Change %
+7.19%
% 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
33
Increased
59
Reduced
32
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
76
Waddell & Associates
Tennessee
$115K +$6.11K +272 +5%
TSS
77
Two Sigma Securities
New York
$115K +$123K +5,463 New
JF
78
Joule Financial
Kentucky
$113K
SA
79
Sanctuary Advisors
Indiana
$113K -$1.35K -60 -1%
KeyBank National Association
80
KeyBank National Association
Ohio
$107K +$115K +5,100 New
WIA
81
World Investment Advisors
California
$103K -$8.99K -400 -8%
ME
82
McIlrath & Eck
Washington
$98.5K +$57.5K +2,561 +120%
BAM
83
Belpointe Asset Management
Nevada
$96K +$6.02K +268 +6%
BRWA
84
B. Riley Wealth Advisors
Florida
$95.4K +$102K +4,545 New
Stifel Financial
85
Stifel Financial
Missouri
$92.9K +$47.2K +2,100 +90%
FWP
86
Firethorn Wealth Partners
Georgia
$92.5K +$5.78K +257 +6%
MCM
87
MAI Capital Management
Ohio
$85K +$5.57K +248 +7%
EWA
88
EverSource Wealth Advisors
Alabama
$84K +$18K +800 +25%
KPF
89
K2 Principal Fund
Ontario, Canada
$84K +$44.9K +2,000 +100%
AHL
90
Abel Hall LLC
Louisiana
$84K +$89.9K +4,000 New
AWE
91
Avidian Wealth Enterprises
Texas
$83.9K
EW
92
Evoke Wealth
California
$82.7K
BFA
93
Beacon Financial Advisory
Ohio
$81.4K +$8.36K +372 +11%
CA
94
Calton & Associates
Florida
$73.9K -$22.1K -985 -22%
MFG
95
Merit Financial Group
Georgia
$71.6K +$76.6K +3,409 New
Kovitz Investment Group Partners
96
Kovitz Investment Group Partners
Illinois
$70.4K -$517 -23 -0.7%
XT
97
XTX Topco
Cayman Islands
$69.4K +$74.2K +3,304 New
FA
98
Freestate Advisors
Kansas
$68.3K +$4.47K +199 +7%
NA
99
NewEdge Advisors
Louisiana
$66.5K -$60.6K -2,696 -46%
BCM
100
Brookstone Capital Management
Illinois
$65.4K +$19.6K +872 +39%

OXLC Hedge Fund Activity: Q2 2025 in Review

149 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Oxford Lane Capital (OXLC) for Q2 2025, worth a combined $90.1M — up 8.7% from $82.9M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new OXLC positions and 21 closed out — a net gain of 12 holders — while 59 added to existing stakes and 32 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $6.92M. The largest seller was Geneos Wealth Management, cutting an estimated $2.3M.

  • 149 institutional investors held Oxford Lane Capital (OXLC) as of Q2 2025, up from 139 in Q1 2025.
  • Funds reported $90.1M of Oxford Lane Capital stock for Q2 2025, up 8.7% quarter-over-quarter.
  • 33 funds opened new Oxford Lane Capital positions in Q2 2025 and 21 closed out, a net change of +12 holders.
  • The largest Oxford Lane Capital buyer in Q2 2025 was Citadel Advisors, an estimated $6.92M added.
  • The largest Oxford Lane Capital seller in Q2 2025 was Geneos Wealth Management, an estimated $2.3M sold.

Based on aggregated 13F filings for Q2 2025.