OXLC

Oxford Lane Capital
OXLC

Overview Fund Activity

142 hedge funds and large institutions have $87.8M invested in Oxford Lane Capital in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 57 increasing their positions, 30 reducing their positions, and 21 closing their positions.

Holders
142
Holders Change
+7
Holders Change %
+5.19%
% of All Funds
1.91%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
30
Increased
57
Reduced
30
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$6.95M
2
Morgan Stanley
2
Morgan Stanley
New York
$8.21M
3
Jane Street
3
Jane Street
New York
$2.5M
4
VF
4
Virtu Financial
New York
$1.91M
5
JF
5
Jump Financial
Illinois
$697K

Top Sellers

1
GWM
1
Geneos Wealth Management
Colorado
$2.43M
2
LPL Financial
2
LPL Financial
California
$3.85M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$539K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$2.54M
5
UBS Group
5
UBS Group
Switzerland
$239K
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
101
Semmax Financial Advisors
North Carolina
$64.2K +$64.2K +19,336 New
MA
102
Mutual Advisors
Nebraska
$63.8K -$41.2K -11,393 -39%
AWA
103
Arkadios Wealth Advisors
Georgia
$62.7K +$3.66K +871 +6%
WA
104
Waverly Advisors
Alabama
$62K +$13 +3 +0%
Bank of America
105
Bank of America
North Carolina
$59.1K -$85.9K -20,450 -59%
PI
106
PFG Investments
New York
$58.1K -$11.4K -2,722 -16%
Creative Planning
107
Creative Planning
Kansas
$57.5K -$8.89K -2,117 -13%
FIA
108
Foundations Investment Advisors
Arizona
$55.3K +$4.2K +1,000 +8%
MML Investors Services
109
MML Investors Services
Massachusetts
$55K +$101 +24 +0.2%
FWM
110
Fingerlakes Wealth Management
New York
$54.1K +$54.1K +12,874 New
VBFP
111
Valtinson Bruner Financial Planning
Minnesota
$53K +$3.73K +889 +8%
BWMG
112
Barnes Wealth Management Group
California
$51.2K +$51.2K +12,200 New
PWS
113
Precision Wealth Strategies
Missouri
$50.4K – – –
GWSG
114
GPS Wealth Strategies Group
Colorado
$48.1K – – –
FPAS
115
Focus Partners Advisor Solutions
Missouri
$47.3K +$47.3K +11,250 New
US Bancorp
116
US Bancorp
Minnesota
$44.9K +$18.4K +4,385 +70%
CIA
117
Capital Investment Advisors
Georgia
$44.7K +$44.7K +10,634 New
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$42.4K -$5.36K -1,276 -11%
WCFA
119
Walkner Condon Financial Advisors
Wisconsin
$42.4K – – –
CPIA
120
Cornell Pochily Investment Advisors
New York
$42.3K – – –
QP
121
Quilter Plc
United Kingdom
$42K – – –
IAS
122
Insigneo Advisory Services
Florida
$42K – – –
TAM
123
Titleist Asset Management
Texas
$42K – – –
FFA
124
Farther Finance Advisors
California
$40.9K -$44.5K -10,599 -52%
NWM
125
Nova Wealth Management
Florida
$34.1K – – –
3 4
5
6 7