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OXLC

Oxford Lane Capital

94 hedge funds and large institutions have $117M invested in Oxford Lane Capital in 2025 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 38 increasing their positions, 24 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

58% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 24

30% more capital invested

Capital invested by funds: $90.1M → $117M (+$27.3M)

0.66% more ownership

Funds ownership: 0.92%1.58% (+0.66%)

37% less funds holding

Funds holding: 14994 (-55)

68% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 78

Holders
94
Holders Change
-55
Holders Change %
-36.91%
% of All Funds
1.23%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
25
Increased
38
Reduced
24
Closed
78
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWP
76
Highline Wealth Partners
California
$10.2K +$11K +600 New
BlackRock
77
BlackRock
New York
$10.1K +$10.9K +595 +59,500%
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$10K -$5.27K -288 -34%
PS
79
Principal Securities
Iowa
$9.65K +$10.4K +570 New
Comerica Bank
80
Comerica Bank
Texas
$9.57K +$10.3K +566 New
VWM
81
Valley Wealth Managers
New Jersey
$9.48K +$10.2K +560 New
LFG
82
Larson Financial Group
Missouri
$7.69K +$8.3K +454 New
Wells Fargo
83
Wells Fargo
California
$7.66K -$158K -8,659 -95%
AWM
84
Accredited Wealth Management
Kentucky
$6.77K -$1.99K -109 -55%
MWA
85
Medallion Wealth Advisors
Connecticut
$6.77K +$7.31K +400 New
TPCW
86
TD Private Client Wealth
New York
$4.47K +$4.83K +264 New
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$4K +$2.6K +142 +203%
Russell Investments Group
88
Russell Investments Group
United Kingdom
$3.39K +$3.66K +200 New
BTI
89
Blue Trust Inc
Georgia
$2.03K +$2.19K +120 New
LWMI
90
Legacy Wealth Management (Idaho)
Idaho
$1.88K
MCM
91
MAI Capital Management
Ohio
$1.76K -$72.1K -3,944 -97%
FFA
92
Farther Finance Advisors
California
$1.36K -$34.1K -1,867 -96%
ASN
93
Advisory Services Network
Georgia
$762 +$823 +45 New
AAS
94
Ameritas Advisory Services
Nebraska
$423 -$24.2K -1,322 -98%
GWM
95
Geneos Wealth Management
Colorado
-$2.43M -115,869 Closed
DFG
96
Delphi Financial Group
Delaware
-$2.35M -112,031 Closed
VF
97
Virtu Financial
New York
-$1.91M -90,865 Closed
IFG
98
Independent Financial Group
California
-$1.87M -89,065 Closed
TCM
99
Triumph Capital Management
Colorado
-$1.86M -88,356 Closed
T
100
Transce3nd
Texas
-$1.74M -83,065 Closed

OXLC Hedge Fund Activity: Q3 2025 in Review

94 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Oxford Lane Capital (OXLC) for Q3 2025, worth a combined $117M — up 30% from $90.1M a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of OXLC and 25 opened new positions — a net loss of 53 holders — while 24 trimmed existing stakes and 38 added.

The largest buyer was Elliott Investment Management, opening a new position worth an estimated $18.6M. The largest seller was Citadel Advisors, cutting an estimated $5.55M.

  • 94 institutional investors held Oxford Lane Capital (OXLC) as of Q3 2025, down from 149 in Q2 2025.
  • Funds reported $117M of Oxford Lane Capital stock for Q3 2025, up 30% quarter-over-quarter.
  • 25 funds opened new Oxford Lane Capital positions in Q3 2025 and 78 closed out, a net change of -53 holders.
  • The largest Oxford Lane Capital buyer in Q3 2025 was Elliott Investment Management, an estimated $18.6M added.
  • The largest Oxford Lane Capital seller in Q3 2025 was Citadel Advisors, an estimated $5.55M sold.

Based on aggregated 13F filings for Q3 2025.