OXLC

Oxford Lane Capital
OXLC

Overview Fund Activity

144 hedge funds and large institutions have $78.5M invested in Oxford Lane Capital in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 50 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
+23
Holders Change %
+19.01%
% of All Funds
1.92%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
41
Increased
50
Reduced
31
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$3.75M
2
TI
TrueMark Investments
Illinois
+$2.38M
3
BTCPP
Border to Coast Pensions Partnership
United Kingdom
+$2.25M
4
Jane Street
Jane Street
New York
+$2.14M
5
LPL Financial
LPL Financial
California
+$1.36M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.08M
2
Millennium Management
Millennium Management
New York
-$1.34M
3
Invesco
Invesco
Georgia
-$1.29M
4
IWP
Innova Wealth Partners
Pennsylvania
-$857K
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$777K
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
126
Jones Financial Companies
Missouri
$13.5K +$13.5K +2,670 New
AF
127
Allworth Financial
California
$12.8K – – –
MCM
128
MAI Capital Management
Ohio
$11.6K +$11.6K +2,285 New
AA
129
AlphaMark Advisors
Kentucky
$11K +$845 +170 +8%
BlackRock
130
BlackRock
New York
$10.1K +$4.79K +945 +90%
SS
131
Sunbelt Securities
Texas
$6.32K +$333 +66 +6%
CIA
132
Cape Investment Advisory
Georgia
$5.16K +$5.16K +1,018 New
EBA
133
Eagle Bay Advisors
New York
$5.07K – – –
IWM
134
IMG Wealth Management
Florida
$4.84K +$4.84K +955 New
GEA
135
Glen Eagle Advisors
New Jersey
$4.78K – – –
SWC
136
Spectrum Wealth Counsel
Indiana
$3.8K – – –
CA
137
Continuum Advisory
Idaho
$3.71K – – –
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$3K -$29.7K -5,656 -91%
WWA
139
Wingate Wealth Advisors
Massachusetts
$2.79K +$2.79K +550 New
RDIA
140
RE Dickinson Investment Advisors
Iowa
$2K +$2K +35 New
Fidelity Investments
141
Fidelity Investments
Massachusetts
$1.13K -$5 -1 -0.4%
Royal Bank of Canada
142
Royal Bank of Canada
Ontario, Canada
$1K -$8.97K -1,300 -90%
CAS
143
Coppell Advisory Solutions
Texas
$505 -$10.6K -2,103 -95%
Wells Fargo
144
Wells Fargo
California
$17 -$20.8K -3,673 -100%
Millennium Management
145
Millennium Management
New York
– -$1.34M -255,925 Closed
Invesco
146
Invesco
Georgia
– -$1.29M -245,334 Closed
IWP
147
Innova Wealth Partners
Pennsylvania
– -$857K -163,541 Closed
Rockefeller Capital Management
148
Rockefeller Capital Management
New York
– -$777K -148,251 Closed
CSS
149
Cubist Systematic Strategies
Connecticut
– -$575K -109,665 Closed
PPW
150
Pasadena Private Wealth
California
– -$237K -45,208 Closed
3 4 5
6
7