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OXLC

Oxford Lane Capital

149 hedge funds and large institutions have $90.1M invested in Oxford Lane Capital in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 59 increasing their positions, 32 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 32

57% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 21

9% more capital invested

Capital invested by funds: $82.9M → $90.1M (+$7.2M)

7% more funds holding

Funds holding: 139149 (+10)

0.11% more ownership

Funds ownership: 0.8%0.92% (+0.11%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
149
Holders Change
+10
Holders Change %
+7.19%
% 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
33
Increased
59
Reduced
32
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAS
126
Insigneo Advisory Services
Florida
$42K
QP
127
Quilter Plc
United Kingdom
$42K
TAM
128
Titleist Asset Management
Texas
$42K
FFA
129
Farther Finance Advisors
California
$40.9K -$47.6K -2,119 -52%
NWM
130
Nova Wealth Management
Florida
$34.1K
APW
131
Aventura Private Wealth
Florida
$33.6K +$4.49K +200 +14%
CSPIA
132
Cary Street Partners Investment Advisory
Virginia
$31.5K +$33.7K +1,500 New
AAS
133
Ameritas Advisory Services
Nebraska
$28.3K +$30.3K +1,347 New
AF
134
Advisornet Financial
Minnesota
$26K +$13.4K +596 +93%
SC
135
Swan Capital
Florida
$24.7K
RTL
136
Red Tortoise LLC
Georgia
$21.8K +$23.3K +1,039 New
Royal Bank of Canada
137
Royal Bank of Canada
Ontario, Canada
$18K +$19.2K +854 New
CF
138
Cantor Fitzgerald
New York
$16.4K +$17.6K +782 New
SS
139
Sunbelt Securities
Texas
$6.34K -$315 -14 -5%
WA
140
WPG Advisers
Maryland
$5.87K +$6.27K +279 New
AWM
141
Accredited Wealth Management
Kentucky
$4.2K
IWM
142
IMG Wealth Management
Florida
$4.01K
GEA
143
Glen Eagle Advisors
New Jersey
$3.96K
LIS
144
Legacy Investment Solutions
Idaho
$2.34K +$2.49K +111 New
LWMI
145
Legacy Wealth Management (Idaho)
Idaho
$2.34K +$2.49K +111 New
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$1K -$1.12K -50 -42%
Fidelity Investments
147
Fidelity Investments
Massachusetts
$937
BlackRock
148
BlackRock
New York
$28
DB
149
Danske Bank
Denmark
$21 -$22 -1 -50%
AWS
150
Atria Wealth Solutions
New York
-$394K -16,613 Closed

OXLC Hedge Fund Activity: Q2 2025 in Review

149 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Oxford Lane Capital (OXLC) for Q2 2025, worth a combined $90.1M — up 8.7% from $82.9M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new OXLC positions and 21 closed out — a net gain of 12 holders — while 59 added to existing stakes and 32 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $6.92M. The largest seller was Geneos Wealth Management, cutting an estimated $2.3M.

  • 149 institutional investors held Oxford Lane Capital (OXLC) as of Q2 2025, up from 139 in Q1 2025.
  • Funds reported $90.1M of Oxford Lane Capital stock for Q2 2025, up 8.7% quarter-over-quarter.
  • 33 funds opened new Oxford Lane Capital positions in Q2 2025 and 21 closed out, a net change of +12 holders.
  • The largest Oxford Lane Capital buyer in Q2 2025 was Citadel Advisors, an estimated $6.92M added.
  • The largest Oxford Lane Capital seller in Q2 2025 was Geneos Wealth Management, an estimated $2.3M sold.

Based on aggregated 13F filings for Q2 2025.