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OXLC

Oxford Lane Capital

149 hedge funds and large institutions have $82M invested in Oxford Lane Capital in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 52 increasing their positions, 30 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 16

73% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 30

21% more funds holding

Funds holding: 123149 (+26)

18% more capital invested

Capital invested by funds: $69.5M → $82M (+$12.5M)

0.07% more ownership

Funds ownership: 0.83%0.9% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
149
Holders Change
+26
Holders Change %
+21.14%
% 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
44
Increased
52
Reduced
30
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
101
Independent Advisor Alliance
North Carolina
$70.2K +$72.6K +2,771 New
BW
102
Basepoint Wealth
Iowa
$69.4K +$71.7K +2,738 New
TFA
103
Teamwork Financial Advisors
Texas
$68.8K -$7.07K -270 -9%
AWA
104
Arkadios Wealth Advisors
Georgia
$66.3K -$864 -33 -1%
MWA
105
Merkkuri Wealth Advisors
New York
$61.8K +$11K +420 +21%
FIA
106
Foundations Investment Advisors
Arizona
$61.6K
MML Investors Services
107
MML Investors Services
Massachusetts
$61K +$62.8K +2,396 New
CIA
108
Capital Investment Advisors
Georgia
$59.2K -$15.7K -600 -20%
NAS
109
NWF Advisory Services
California
$58.5K +$60.4K +2,306 New
Stifel Financial
110
Stifel Financial
Missouri
$54.1K +$55.9K +2,134 New
ME
111
McIlrath & Eck
Washington
$54K +$367 +14 +0.7%
VFPW
112
Vantage Financial Partners (Wisconsin)
Wisconsin
$53.4K -$550 -21 -1%
WB
113
WesBanco Bank
West Virginia
$51.8K
WCFA
114
Walkner Condon Financial Advisors
Wisconsin
$51.2K +$52.9K +2,020 New
GCP
115
GSA Capital Partners
United Kingdom
$51K +$52.5K +2,003 New
CL
116
Choreo LLC
Illinois
$50.9K +$52.7K +2,010 New
CFB
117
Cullen/Frost Bankers
Texas
$50.7K
Northern Trust
118
Northern Trust
Illinois
$50.7K
PWS
119
Precision Wealth Strategies
Missouri
$50.7K
LAM
120
Lewis Asset Management
California
$50.7K +$52.4K +2,000 New
TAM
121
Titleist Asset Management
Texas
$50.7K +$52.4K +2,000 New
GWSG
122
GPS Wealth Strategies Group
Colorado
$41.8K
NWM
123
Nova Wealth Management
Florida
$41.1K +$42.5K +1,622 New
CIBC Private Wealth Group
124
CIBC Private Wealth Group
Georgia
$31.1K -$41.1K -1,570 -56%
SC
125
Swan Capital
Florida
$29.8K +$30.8K +1,176 New

OXLC Hedge Fund Activity: Q4 2024 in Review

149 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Oxford Lane Capital (OXLC) for Q4 2024, worth a combined $82M — up 18% from $69.5M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new OXLC positions and 16 closed out — a net gain of 28 holders — while 52 added to existing stakes and 30 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $3.87M. The largest seller was Morgan Stanley, cutting an estimated $2.14M.

  • 149 institutional investors held Oxford Lane Capital (OXLC) as of Q4 2024, up from 123 in Q3 2024.
  • Funds reported $82M of Oxford Lane Capital stock for Q4 2024, up 18% quarter-over-quarter.
  • 44 funds opened new Oxford Lane Capital positions in Q4 2024 and 16 closed out, a net change of +28 holders.
  • The largest Oxford Lane Capital buyer in Q4 2024 was Citadel Advisors, an estimated $3.87M added.
  • The largest Oxford Lane Capital seller in Q4 2024 was Morgan Stanley, an estimated $2.14M sold.

Based on aggregated 13F filings for Q4 2024.