OXLC

Oxford Lane Capital

93 hedge funds and large institutions have $117M invested in Oxford Lane Capital in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 38 increasing their positions, 25 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$17.3M
2 +$16.8M
3 +$7.57M
4
CC
CF Capital
Massachusetts
+$6.77M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$4.67M

Top Sellers

1 -$5.14M
2 -$2.43M
3 -$2.35M
4
WS
Wedbush Securities
California
-$2.33M
5
VF
Virtu Financial
New York
-$1.91M
Name Holding Trade Value Shares
Change
Change in
Stake
FWP
126
Firethorn Wealth Partners
Georgia
AHL
127
Abel Hall LLC
Louisiana
AWE
128
Avidian Wealth Enterprises
Texas
EW
129
Evoke Wealth
California
BFA
130
Beacon Financial Advisory
Ohio
MA
131
Mutual Advisors
Nebraska
CA
132
Calton & Associates
Florida
MFG
133
Merit Financial Group
Georgia
Kovitz Investment Group Partners
134
Kovitz Investment Group Partners
Illinois
XT
135
XTX Topco
Cayman Islands
FA
136
Freestate Advisors
Kansas
BCM
137
Brookstone Capital Management
Illinois
OCM
138
One Capital Management
California
MWA
139
Merkkuri Wealth Advisors
New York
TL
140
Tradewinds LLC
North Carolina
AWA
141
Arkadios Wealth Advisors
Georgia
WA
142
Waverly Advisors
Alabama
BW
143
Basepoint Wealth
Iowa
PI
144
PFG Investments
New York
Creative Planning
145
Creative Planning
Kansas
FIA
146
Foundations Investment Advisors
Arizona
MML Investors Services
147
MML Investors Services
Massachusetts
FWM
148
Fingerlakes Wealth Management
New York
VBFP
149
Valtinson Bruner Financial Planning
Minnesota
NWMG
150
National Wealth Management Group
Ohio