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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
BA
151
Bard Associates
Illinois
-$300K -12,713 Closed
SPC
152
Sigma Planning Corp
Michigan
-$271K -11,499 Closed
EGM
153
Engineers Gate Manager
New York
-$164K -6,965 Closed
EWA
154
EP Wealth Advisors
California
-$143K -6,049 Closed
HWM
155
Hohimer Wealth Management
Washington
-$139K -5,891 Closed
DS
156
DRW Securities
Illinois
-$112K -4,744 Closed
VA
157
Vident Advisory
Georgia
-$111K -4,701 Closed
Millennium Management
158
Millennium Management
New York
-$101K -4,265 Closed
RIA
159
RPG Investment Advisory
California
-$89.7K -3,800 Closed
Mercer Global Advisors
160
Mercer Global Advisors
Colorado
-$80.4K -3,408 Closed
UCFA
161
United Capital Financial Advisors
Texas
-$75.2K -3,188 Closed
NW
162
Naviter Wealth
Arkansas
-$70.3K -2,966 Closed
TFA
163
Teamwork Financial Advisors
Texas
-$58.9K -2,497 Closed
MG
164
Marex Group
-$53.4K -2,262 Closed
VFPW
165
Vantage Financial Partners (Wisconsin)
Wisconsin
-$50.2K -2,128 Closed
CFB
166
Cullen/Frost Bankers
Texas
-$47.2K -2,000 Closed
CIBC Private Wealth Group
167
CIBC Private Wealth Group
Georgia
-$26.5K -1,220 Closed
CVM
168
Cheviot Value Management
California
-$18.7K -800 Closed
AssetMark Inc
169
AssetMark Inc
California
-$5.74K -243 Closed
CA
170
Continuum Advisory
Idaho
-$3.45K -146 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.