OXLC

Oxford Lane Capital

144 hedge funds and large institutions have $78.5M invested in Oxford Lane Capital in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 50 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
+23
Holders Change %
+19.01%
% of All Funds
1.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
41
Increased
50
Reduced
31
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
101
Arkadios Wealth Advisors
Georgia
$66.3K -$842 -166 -1%
MWA
102
Merkkuri Wealth Advisors
New York
$61.8K +$10.6K +2,100 +21%
FIA
103
Foundations Investment Advisors
Arizona
$61.6K
MML Investors Services
104
MML Investors Services
Massachusetts
$61K +$61K +11,980 New
CIA
105
Capital Investment Advisors
Georgia
$59.2K -$15.2K -3,000 -20%
NAS
106
NWF Advisory Services
California
$58.5K +$58.5K +11,529 New
Stifel Financial
107
Stifel Financial
Missouri
$54.1K +$54.1K +10,668 New
ME
108
McIlrath & Eck
Washington
$54K +$365 +72 +0.7%
VFPW
109
Vantage Financial Partners (Wisconsin)
Wisconsin
$53.4K -$548 -108 -1%
WB
110
WesBanco Bank
West Virginia
$51.8K
WCFA
111
Walkner Condon Financial Advisors
Wisconsin
$51.2K +$51.2K +10,099 New
GCP
112
GSA Capital Partners
United Kingdom
$51K +$51K +10,013 New
CL
113
Choreo LLC
Illinois
$50.9K +$50.9K +10,049 New
CFB
114
Cullen/Frost Bankers
Texas
$50.7K
Northern Trust
115
Northern Trust
Illinois
$50.7K
PWS
116
Precision Wealth Strategies
Missouri
$50.7K
TAM
117
Titleist Asset Management
Texas
$50.7K +$50.7K +10,000 New
LAM
118
Lewis Asset Management
California
$50.7K +$50.7K +10,000 New
GWSG
119
GPS Wealth Strategies Group
Colorado
$41.8K
NWM
120
Nova Wealth Management
Florida
$41.1K +$41.1K +8,110 New
CIBC Private Wealth Group
121
CIBC Private Wealth Group
Georgia
$31.1K -$40K -7,849 -56%
SC
122
Swan Capital
Florida
$29.8K +$29.8K +5,878 New
PSFG
123
Park Square Financial Group
Georgia
$19.5K +$19.5K +3,839 New
US Bancorp
124
US Bancorp
Minnesota
$15.5K
CFGS
125
Concourse Financial Group Securities
Alabama
$15.5K