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OXLC

Oxford Lane Capital

149 hedge funds and large institutions have $82M invested in Oxford Lane Capital in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 52 increasing their positions, 30 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 16

73% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 30

21% more funds holding

Funds holding: 123149 (+26)

18% more capital invested

Capital invested by funds: $69.5M → $82M (+$12.5M)

0.07% more ownership

Funds ownership: 0.83%0.9% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
149
Holders Change
+26
Holders Change %
+21.14%
% 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
44
Increased
52
Reduced
30
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APW
126
Aventura Private Wealth
Florida
$25.4K +$26.2K +1,000 New
PSFG
127
Park Square Financial Group
Georgia
$19.5K +$20.1K +768 New
US Bancorp
128
US Bancorp
Minnesota
$15.5K
CFGS
129
Concourse Financial Group Securities
Alabama
$15.4K
Jones Financial Companies
130
Jones Financial Companies
Missouri
$13.5K +$14K +534 New
AF
131
Allworth Financial
California
$12.8K
MCM
132
MAI Capital Management
Ohio
$11.6K +$12K +457 New
AA
133
AlphaMark Advisors
Kentucky
$11K +$891 +34 +8%
BlackRock
134
BlackRock
New York
$10.1K +$4.95K +189 +90%
SS
135
Sunbelt Securities
Texas
$6.32K +$341 +13 +5%
CIA
136
Cape Investment Advisory
Georgia
$5.16K +$5.34K +204 New
EBA
137
Eagle Bay Advisors
New York
$5.07K
IWM
138
IMG Wealth Management
Florida
$4.84K +$5K +191 New
GEA
139
Glen Eagle Advisors
New Jersey
$4.78K
SWC
140
Spectrum Wealth Counsel
Indiana
$3.8K
CA
141
Continuum Advisory
Idaho
$3.71K
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$3K -$29.6K -1,131 -91%
WWA
143
Wingate Wealth Advisors
Massachusetts
$2.79K +$2.88K +110 New
RDIA
144
RE Dickinson Investment Advisors
Iowa
$2K +$183 +7 New
Fidelity Investments
145
Fidelity Investments
Massachusetts
$1.13K
Royal Bank of Canada
146
Royal Bank of Canada
Ontario, Canada
$1K -$6.81K -260 -90%
CAS
147
Coppell Advisory Solutions
Texas
$505 -$11K -421 -95%
DB
148
Danske Bank
Denmark
$61 +$26 +1 +100%
Wells Fargo
149
Wells Fargo
California
$17 -$19.2K -734 -100%
Millennium Management
150
Millennium Management
New York
-$1.34M -51,185 Closed

OXLC Hedge Fund Activity: Q4 2024 in Review

149 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Oxford Lane Capital (OXLC) for Q4 2024, worth a combined $82M — up 18% from $69.5M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new OXLC positions and 16 closed out — a net gain of 28 holders — while 52 added to existing stakes and 30 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $3.87M. The largest seller was Morgan Stanley, cutting an estimated $2.14M.

  • 149 institutional investors held Oxford Lane Capital (OXLC) as of Q4 2024, up from 123 in Q3 2024.
  • Funds reported $82M of Oxford Lane Capital stock for Q4 2024, up 18% quarter-over-quarter.
  • 44 funds opened new Oxford Lane Capital positions in Q4 2024 and 16 closed out, a net change of +28 holders.
  • The largest Oxford Lane Capital buyer in Q4 2024 was Citadel Advisors, an estimated $3.87M added.
  • The largest Oxford Lane Capital seller in Q4 2024 was Morgan Stanley, an estimated $2.14M sold.

Based on aggregated 13F filings for Q4 2024.