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OXLC

Oxford Lane Capital

139 hedge funds and large institutions have $82.9M invested in Oxford Lane Capital in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 74 increasing their positions, 18 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

311% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 18

1% more capital invested

Capital invested by funds: $82M → $82.9M (+$922K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.09% less ownership

Funds ownership: 0.9%0.8% (-0.09%)

7% less funds holding

Funds holding: 149139 (-10)

22% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 32

Holders
139
Holders Change
-10
Holders Change %
-6.71%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
25
Increased
74
Reduced
18
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CVM
126
Cheviot Value Management
California
$18.7K +$19.9K +800 New
AF
127
Advisornet Financial
Minnesota
$15.2K +$16K +644 New
AF
128
Allworth Financial
California
$11.5K
SS
129
Sunbelt Securities
Texas
$6.24K +$348 +14 +6%
AssetMark Inc
130
AssetMark Inc
California
$5.74K +$6.04K +243 New
SWC
131
Spectrum Wealth Counsel
Indiana
$5.36K +$1.92K +77 +51%
AWM
132
Accredited Wealth Management
Kentucky
$4.72K +$4.97K +200 New
IWM
133
IMG Wealth Management
Florida
$4.51K
GEA
134
Glen Eagle Advisors
New Jersey
$4.45K
CA
135
Continuum Advisory
Idaho
$3.45K
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$3K +$149 +6 +5%
Fidelity Investments
137
Fidelity Investments
Massachusetts
$1.05K
DB
138
Danske Bank
Denmark
$57
BlackRock
139
BlackRock
New York
$31 -$9.87K -397 -100%
TI
140
TrueMark Investments
Illinois
-$5.06M -199,625 Closed
Jane Street
141
Jane Street
New York
-$2.38M -93,849 Closed
JF
142
Jump Financial
Illinois
-$1.31M -51,560 Closed
Susquehanna International Group
143
Susquehanna International Group
Pennsylvania
-$631K -24,887 Closed
TSS
144
Two Sigma Securities
New York
-$558K -22,001 Closed
MW
145
Maia Wealth
Colorado
-$494K -19,322 Closed
SCP
146
Silverleafe Capital Partners
Tennessee
-$200K -7,903 Closed
TRCT
147
Tower Research Capital (TRC)
New York
-$163K -6,418 Closed
MSFS
148
Main Street Financial Solutions
Pennsylvania
-$158K -6,238 Closed
SIA
149
Soltis Investment Advisors
Utah
-$158K -6,231 Closed
Janney Montgomery Scott
150
Janney Montgomery Scott
Pennsylvania
-$148K -5,825 Closed

OXLC Hedge Fund Activity: Q1 2025 in Review

139 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Oxford Lane Capital (OXLC) for Q1 2025, worth a combined $82.9M — up 1.1% from $82M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of OXLC and 25 opened new positions — a net loss of 7 holders — while 18 trimmed existing stakes and 74 added.

The largest buyer was Geneos Wealth Management, adding an estimated $2.81M. The largest seller was TrueMark Investments, exiting entirely with an estimated $5.06M sold.

  • 139 institutional investors held Oxford Lane Capital (OXLC) as of Q1 2025, down from 149 in Q4 2024.
  • Funds reported $82.9M of Oxford Lane Capital stock for Q1 2025, up 1.1% quarter-over-quarter.
  • 25 funds opened new Oxford Lane Capital positions in Q1 2025 and 32 closed out, a net change of -7 holders.
  • The largest Oxford Lane Capital buyer in Q1 2025 was Geneos Wealth Management, an estimated $2.81M added.
  • The largest Oxford Lane Capital seller in Q1 2025 was TrueMark Investments, an estimated $5.06M sold.

Based on aggregated 13F filings for Q1 2025.