OXLC

Oxford Lane Capital
OXLC

Overview Fund Activity

134 hedge funds and large institutions have $80.7M invested in Oxford Lane Capital in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 73 increasing their positions, 16 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
-10
Holders Change %
-6.94%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
25
Increased
73
Reduced
16
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWM
Geneos Wealth Management
Colorado
+$2.66M
2
Morgan Stanley
Morgan Stanley
New York
+$2.25M
3
JWCA
J.W. Cole Advisors
Florida
+$1.76M
4
LPL Financial
LPL Financial
California
+$1.74M
5
BTCPP
Border to Coast Pensions Partnership
United Kingdom
+$1.65M

Top Sellers

1
TI
TrueMark Investments
Illinois
-$5.06M
2
Citadel Advisors
Citadel Advisors
Florida
-$3.99M
3
Jane Street
Jane Street
New York
-$2.38M
4
JF
Jump Financial
Illinois
-$1.31M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$631K
Name Holding Trade Value Shares
Change 		Shares
Change %
FIA
101
Foundations Investment Advisors
Arizona
$57.4K – – –
PWS
102
Precision Wealth Strategies
Missouri
$56.6K +$9.44K +2,000 +20%
VBFP
103
Valtinson Bruner Financial Planning
Minnesota
$55.4K +$55.4K +11,733 New
Stifel Financial
104
Stifel Financial
Missouri
$54.8K +$4.48K +950 +9%
GWSG
105
GPS Wealth Strategies Group
Colorado
$54K +$15.1K +3,200 +39%
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$53.7K -$50.5K -10,699 -48%
BCM
107
Brookstone Capital Management
Illinois
$52.9K +$52.9K +11,202 New
ME
108
McIlrath & Eck
Washington
$50.3K – – –
VFPW
109
Vantage Financial Partners (Wisconsin)
Wisconsin
$50.2K +$500 +106 +1%
WB
110
WesBanco Bank
West Virginia
$48.2K – – –
WCFA
111
Walkner Condon Financial Advisors
Wisconsin
$47.7K – – –
CPIA
112
Cornell Pochily Investment Advisors
New York
$47.5K +$47.5K +10,064 New
TAM
113
Titleist Asset Management
Texas
$47.2K – – –
CFB
114
Cullen/Frost Bankers
Texas
$47.2K – – –
IAS
115
Insigneo Advisory Services
Florida
$47.2K +$47.2K +10,000 New
KPF
116
K2 Principal Fund
Ontario, Canada
$47.2K +$47.2K +10,000 New
QP
117
Quilter Plc
United Kingdom
$47.2K +$47.2K +10,000 New
NWM
118
Nova Wealth Management
Florida
$38.3K – – –
US Bancorp
119
US Bancorp
Minnesota
$29.7K +$15.3K +3,243 +106%
SC
120
Swan Capital
Florida
$27.7K – – –
CIBC Private Wealth Group
121
CIBC Private Wealth Group
Georgia
$26.5K +$4 +1 +0%
CVM
122
Cheviot Value Management
California
$18.7K +$18.7K +4,000 New
AF
123
Advisornet Financial
Minnesota
$15.2K +$15.2K +3,219 New
AF
124
Allworth Financial
California
$11.5K – – –
SS
125
Sunbelt Securities
Texas
$6.24K +$335 +71 +6%
3 4
5
6 7