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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
CIM
151
Cambria Investment Management
California
-$127K -4,999 Closed
EF
152
Empowered Funds
Pennsylvania
-$127K -4,999 Closed
BBHC
153
Brown Brothers Harriman & Co
New York
-$90.5K -3,569 Closed
TCM
154
TT Capital Management
California
-$85.4K -3,340 Closed
SWP
155
Stratos Wealth Partners
Ohio
-$81.9K -3,231 Closed
HF
156
HRT Financial
New York
-$77K -3,071 Closed
IAA
157
Independent Advisor Alliance
North Carolina
-$70.2K -2,771 Closed
BW
158
Basepoint Wealth
Iowa
-$69.4K -2,738 Closed
CIA
159
Capital Investment Advisors
Georgia
-$59.2K -2,336 Closed
NAS
160
NWF Advisory Services
California
-$58.5K -2,306 Closed
GCP
161
GSA Capital Partners
United Kingdom
-$51K -2,003 Closed
LAM
162
Lewis Asset Management
California
-$50.7K -2,000 Closed
Northern Trust
163
Northern Trust
Illinois
-$50.7K -2,000 Closed
PSFG
164
Park Square Financial Group
Georgia
-$19.5K -768 Closed
CFGS
165
Concourse Financial Group Securities
Alabama
-$15.4K -600 Closed
Jones Financial Companies
166
Jones Financial Companies
Missouri
-$13.5K -534 Closed
CIA
167
Cape Investment Advisory
Georgia
-$5.16K -204 Closed
EBA
168
Eagle Bay Advisors
New York
-$5.07K -200 Closed
WWA
169
Wingate Wealth Advisors
Massachusetts
-$2.79K -110 Closed
Royal Bank of Canada
170
Royal Bank of Canada
Ontario, Canada
-$1K -29 Closed
CAS
171
Coppell Advisory Solutions
Texas
-$505 -20 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.