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OXLC

Oxford Lane Capital

149 hedge funds and large institutions have $90.1M invested in Oxford Lane Capital in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 59 increasing their positions, 32 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 32

57% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 21

9% more capital invested

Capital invested by funds: $82.9M → $90.1M (+$7.2M)

7% more funds holding

Funds holding: 139149 (+10)

0.11% more ownership

Funds ownership: 0.8%0.92% (+0.11%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
149
Holders Change
+10
Holders Change %
+7.19%
% 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
33
Increased
59
Reduced
32
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
101
One Capital Management
California
$64.5K +$10.6K +470 +18%
MWA
102
Merkkuri Wealth Advisors
New York
$64.4K -$629 -28 -0.9%
TL
103
Tradewinds LLC
North Carolina
$64.4K +$68.9K +3,065 New
SFA
104
Semmax Financial Advisors
North Carolina
$64.2K +$86.9K +3,867 New
MA
105
Mutual Advisors
Nebraska
$63.8K -$51.2K -2,279 -39%
AWA
106
Arkadios Wealth Advisors
Georgia
$62.7K +$3.91K +174 +6%
WA
107
Waverly Advisors
Alabama
$62K +$22 +1 +0%
BW
108
Basepoint Wealth
Iowa
$61.1K +$65.4K +2,909 New
Bank of America
109
Bank of America
North Carolina
$59.1K -$91.9K -4,090 -59%
PI
110
PFG Investments
New York
$58.1K -$12.2K -545 -16%
Creative Planning
111
Creative Planning
Kansas
$57.5K -$9.53K -424 -13%
FIA
112
Foundations Investment Advisors
Arizona
$55.3K +$4.49K +200 +8%
MML Investors Services
113
MML Investors Services
Massachusetts
$55K +$112 +5 +0.2%
FWM
114
Fingerlakes Wealth Management
New York
$54.1K +$57.9K +2,575 New
VBFP
115
Valtinson Bruner Financial Planning
Minnesota
$53K +$3.98K +177 +8%
NWMG
116
National Wealth Management Group
Ohio
$52.6K +$56.2K +2,503 New
BWMG
117
Barnes Wealth Management Group
California
$51.2K +$54.8K +2,440 New
PWS
118
Precision Wealth Strategies
Missouri
$50.4K
GWSG
119
GPS Wealth Strategies Group
Colorado
$48.1K
FPAS
120
Focus Partners Advisor Solutions
Missouri
$47.3K +$50.6K +2,250 New
US Bancorp
121
US Bancorp
Minnesota
$44.9K +$19.7K +877 +70%
CIA
122
Capital Investment Advisors
Georgia
$44.7K +$47.8K +2,127 New
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$42.4K -$5.73K -255 -11%
WCFA
124
Walkner Condon Financial Advisors
Wisconsin
$42.4K
CPIA
125
Cornell Pochily Investment Advisors
New York
$42.3K

OXLC Hedge Fund Activity: Q2 2025 in Review

149 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Oxford Lane Capital (OXLC) for Q2 2025, worth a combined $90.1M — up 8.7% from $82.9M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new OXLC positions and 21 closed out — a net gain of 12 holders — while 59 added to existing stakes and 32 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $6.92M. The largest seller was Geneos Wealth Management, cutting an estimated $2.3M.

  • 149 institutional investors held Oxford Lane Capital (OXLC) as of Q2 2025, up from 139 in Q1 2025.
  • Funds reported $90.1M of Oxford Lane Capital stock for Q2 2025, up 8.7% quarter-over-quarter.
  • 33 funds opened new Oxford Lane Capital positions in Q2 2025 and 21 closed out, a net change of +12 holders.
  • The largest Oxford Lane Capital buyer in Q2 2025 was Citadel Advisors, an estimated $6.92M added.
  • The largest Oxford Lane Capital seller in Q2 2025 was Geneos Wealth Management, an estimated $2.3M sold.

Based on aggregated 13F filings for Q2 2025.