OXLC

Oxford Lane Capital
OXLC

Overview Fund Activity

142 hedge funds and large institutions have $87.8M invested in Oxford Lane Capital in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 57 increasing their positions, 30 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
+7
Holders Change %
+5.19%
% of All Funds
1.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
30
Increased
57
Reduced
30
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$6.95M
2
Morgan Stanley
Morgan Stanley
New York
$8.21M
3
Jane Street
Jane Street
New York
$2.5M
4
VF
Virtu Financial
New York
$1.91M
5
JF
Jump Financial
Illinois
$697K

Top Sellers

1
GWM
Geneos Wealth Management
Colorado
$2.43M
2
LPL Financial
LPL Financial
California
$3.85M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$539K
4
Osaic Holdings
Osaic Holdings
Arizona
$2.54M
5
UBS Group
UBS Group
Switzerland
$239K
Name Holding Trade Value Shares
Change 		Shares
Change %
CSPIA
126
Cary Street Partners Investment Advisory
Virginia
$31.5K +$31.5K +7,500 New
AAS
127
Ameritas Advisory Services
Nebraska
$28.3K +$28.3K +6,736 New
AF
128
Advisornet Financial
Minnesota
$26K +$12.5K +2,979 +93%
SC
129
Swan Capital
Florida
$24.7K – – –
RTL
130
Red Tortoise LLC
Georgia
$21.8K +$21.8K +5,195 New
Royal Bank of Canada
131
Royal Bank of Canada
Ontario, Canada
$18K +$18K +4,268 New
CF
132
Cantor Fitzgerald
New York
$16.4K +$16.4K +3,908 New
SS
133
Sunbelt Securities
Texas
$6.34K -$360 -71 -5%
WA
134
WPG Advisers
Maryland
$5.87K +$5.87K +1,397 New
AWM
135
Accredited Wealth Management
Kentucky
$4.2K – – –
IWM
136
IMG Wealth Management
Florida
$4.01K – – –
GEA
137
Glen Eagle Advisors
New Jersey
$3.96K – – –
LWMI
138
Legacy Wealth Management (Idaho)
Idaho
$2.34K +$2.34K +556 New
LIS
139
Legacy Investment Solutions
Idaho
$2.34K +$2.34K +556 New
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$1K -$713 -249 -42%
Fidelity Investments
141
Fidelity Investments
Massachusetts
$937 – – –
BlackRock
142
BlackRock
New York
$28 – – –
AWS
143
Atria Wealth Solutions
New York
– -$394K -83,064 Closed
BA
144
Bard Associates
Illinois
– -$300K -63,567 Closed
SPC
145
Sigma Planning Corp
Michigan
– -$271K -57,495 Closed
EGM
146
Engineers Gate Manager
New York
– -$164K -34,826 Closed
EWA
147
EP Wealth Advisors
California
– -$143K -30,243 Closed
HWM
148
Hohimer Wealth Management
Washington
– -$139K -29,456 Closed
DS
149
DRW Securities
Illinois
– -$112K -23,722 Closed
VA
150
Vident Advisory
Georgia
– -$111K -23,506 Closed
3 4 5
6
7