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OXLC

Oxford Lane Capital

139 hedge funds and large institutions have $82.9M invested in Oxford Lane Capital in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 74 increasing their positions, 18 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

311% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 18

1% more capital invested

Capital invested by funds: $82M → $82.9M (+$922K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.09% less ownership

Funds ownership: 0.9%0.8% (-0.09%)

7% less funds holding

Funds holding: 149139 (-10)

22% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 32

Holders
139
Holders Change
-10
Holders Change %
-6.71%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
25
Increased
74
Reduced
18
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
101
One Capital Management
California
$61.4K -$34.2K -1,375 -35%
TFA
102
Teamwork Financial Advisors
Texas
$58.9K -$5.42K -218 -8%
FIA
103
Foundations Investment Advisors
Arizona
$57.4K
PWS
104
Precision Wealth Strategies
Missouri
$56.6K +$9.95K +400 +20%
VBFP
105
Valtinson Bruner Financial Planning
Minnesota
$55.4K +$58.4K +2,347 New
Stifel Financial
106
Stifel Financial
Missouri
$54.8K +$4.73K +190 +9%
GWSG
107
GPS Wealth Strategies Group
Colorado
$54K +$15.9K +640 +39%
CAPTRUST Financial Advisors
108
CAPTRUST Financial Advisors
North Carolina
$53.7K -$53.2K -2,140 -48%
MG
109
Marex Group
$53.4K -$1.13M -45,352 -95%
BCM
110
Brookstone Capital Management
Illinois
$52.9K +$55.7K +2,240 New
ME
111
McIlrath & Eck
Washington
$50.3K
VFPW
112
Vantage Financial Partners (Wisconsin)
Wisconsin
$50.2K +$522 +21 +1%
WB
113
WesBanco Bank
West Virginia
$48.2K
WCFA
114
Walkner Condon Financial Advisors
Wisconsin
$47.7K
CPIA
115
Cornell Pochily Investment Advisors
New York
$47.5K +$50.1K +2,013 New
CFB
116
Cullen/Frost Bankers
Texas
$47.2K
TAM
117
Titleist Asset Management
Texas
$47.2K
IAS
118
Insigneo Advisory Services
Florida
$47.2K +$49.7K +2,000 New
KPF
119
K2 Principal Fund
Ontario, Canada
$47.2K +$49.7K +2,000 New
QP
120
Quilter Plc
United Kingdom
$47.2K +$49.7K +2,000 New
NWM
121
Nova Wealth Management
Florida
$38.3K
APW
122
Aventura Private Wealth
Florida
$33K +$9.95K +400 +40%
US Bancorp
123
US Bancorp
Minnesota
$29.7K +$16.1K +649 +106%
SC
124
Swan Capital
Florida
$27.7K
CIBC Private Wealth Group
125
CIBC Private Wealth Group
Georgia
$26.5K

OXLC Hedge Fund Activity: Q1 2025 in Review

139 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Oxford Lane Capital (OXLC) for Q1 2025, worth a combined $82.9M — up 1.1% from $82M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of OXLC and 25 opened new positions — a net loss of 7 holders — while 18 trimmed existing stakes and 74 added.

The largest buyer was Geneos Wealth Management, adding an estimated $2.81M. The largest seller was TrueMark Investments, exiting entirely with an estimated $5.06M sold.

  • 139 institutional investors held Oxford Lane Capital (OXLC) as of Q1 2025, down from 149 in Q4 2024.
  • Funds reported $82.9M of Oxford Lane Capital stock for Q1 2025, up 1.1% quarter-over-quarter.
  • 25 funds opened new Oxford Lane Capital positions in Q1 2025 and 32 closed out, a net change of -7 holders.
  • The largest Oxford Lane Capital buyer in Q1 2025 was Geneos Wealth Management, an estimated $2.81M added.
  • The largest Oxford Lane Capital seller in Q1 2025 was TrueMark Investments, an estimated $5.06M sold.

Based on aggregated 13F filings for Q1 2025.