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OXLC

Oxford Lane Capital

94 hedge funds and large institutions have $117M invested in Oxford Lane Capital in 2025 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 38 increasing their positions, 24 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

58% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 24

30% more capital invested

Capital invested by funds: $90.1M → $117M (+$27.3M)

0.66% more ownership

Funds ownership: 0.92%1.58% (+0.66%)

37% less funds holding

Funds holding: 14994 (-55)

68% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 78

Holders
94
Holders Change
-55
Holders Change %
-36.91%
% of All Funds
1.23%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
25
Increased
38
Reduced
24
Closed
78
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
126
World Investment Advisors
California
-$103K -4,900 Closed
BAM
127
Belpointe Asset Management
Nevada
-$96K -4,572 Closed
BRWA
128
B. Riley Wealth Advisors
Florida
-$95.4K -4,545 Closed
Stifel Financial
129
Stifel Financial
Missouri
-$92.9K -4,424 Closed
FWP
130
Firethorn Wealth Partners
Georgia
-$92.5K -4,404 Closed
AHL
131
Abel Hall LLC
Louisiana
-$84K -4,000 Closed
AWE
132
Avidian Wealth Enterprises
Texas
-$83.9K -3,995 Closed
EW
133
Evoke Wealth
California
-$82.7K -3,937 Closed
BFA
134
Beacon Financial Advisory
Ohio
-$81.4K -3,878 Closed
MA
135
Mutual Advisors
Nebraska
-$63.8K -3,524 Closed
CA
136
Calton & Associates
Florida
-$73.9K -3,521 Closed
MFG
137
Merit Financial Group
Georgia
-$71.6K -3,409 Closed
Kovitz Investment Group Partners
138
Kovitz Investment Group Partners
Illinois
-$70.4K -3,352 Closed
XT
139
XTX Topco
Cayman Islands
-$69.4K -3,304 Closed
FA
140
Freestate Advisors
Kansas
-$68.3K -3,253 Closed
BCM
141
Brookstone Capital Management
Illinois
-$65.4K -3,112 Closed
OCM
142
One Capital Management
California
-$64.5K -3,072 Closed
MWA
143
Merkkuri Wealth Advisors
New York
-$64.4K -3,065 Closed
TL
144
Tradewinds LLC
North Carolina
-$64.4K -3,065 Closed
AWA
145
Arkadios Wealth Advisors
Georgia
-$62.7K -2,985 Closed
WA
146
Waverly Advisors
Alabama
-$62K -2,953 Closed
BW
147
Basepoint Wealth
Iowa
-$61.1K -2,909 Closed
PI
148
PFG Investments
New York
-$58.1K -2,765 Closed
Creative Planning
149
Creative Planning
Kansas
-$57.5K -2,737 Closed
FIA
150
Foundations Investment Advisors
Arizona
-$55.3K -2,631 Closed

OXLC Hedge Fund Activity: Q3 2025 in Review

94 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Oxford Lane Capital (OXLC) for Q3 2025, worth a combined $117M — up 30% from $90.1M a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of OXLC and 25 opened new positions — a net loss of 53 holders — while 24 trimmed existing stakes and 38 added.

The largest buyer was Elliott Investment Management, opening a new position worth an estimated $18.6M. The largest seller was Citadel Advisors, cutting an estimated $5.55M.

  • 94 institutional investors held Oxford Lane Capital (OXLC) as of Q3 2025, down from 149 in Q2 2025.
  • Funds reported $117M of Oxford Lane Capital stock for Q3 2025, up 30% quarter-over-quarter.
  • 25 funds opened new Oxford Lane Capital positions in Q3 2025 and 78 closed out, a net change of -53 holders.
  • The largest Oxford Lane Capital buyer in Q3 2025 was Elliott Investment Management, an estimated $18.6M added.
  • The largest Oxford Lane Capital seller in Q3 2025 was Citadel Advisors, an estimated $5.55M sold.

Based on aggregated 13F filings for Q3 2025.