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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
MML Investors Services
151
MML Investors Services
Massachusetts
-$55K -2,614 Closed
FWM
152
Fingerlakes Wealth Management
New York
-$54.1K -2,575 Closed
VBFP
153
Valtinson Bruner Financial Planning
Minnesota
-$53K -2,524 Closed
NWMG
154
National Wealth Management Group
Ohio
-$52.6K -2,503 Closed
BWMG
155
Barnes Wealth Management Group
California
-$51.2K -2,440 Closed
PWS
156
Precision Wealth Strategies
Missouri
-$50.4K -2,400 Closed
FPAS
157
Focus Partners Advisor Solutions
Missouri
-$47.3K -2,250 Closed
US Bancorp
158
US Bancorp
Minnesota
-$44.9K -2,137 Closed
CIA
159
Capital Investment Advisors
Georgia
-$44.7K -2,127 Closed
CAPTRUST Financial Advisors
160
CAPTRUST Financial Advisors
North Carolina
-$42.4K -2,020 Closed
WCFA
161
Walkner Condon Financial Advisors
Wisconsin
-$42.4K -2,020 Closed
CPIA
162
Cornell Pochily Investment Advisors
New York
-$42.3K -2,013 Closed
IAS
163
Insigneo Advisory Services
Florida
-$42K -2,000 Closed
QP
164
Quilter Plc
United Kingdom
-$42K -2,000 Closed
TAM
165
Titleist Asset Management
Texas
-$42K -2,000 Closed
NWM
166
Nova Wealth Management
Florida
-$34.1K -1,622 Closed
RTL
167
Red Tortoise LLC
Georgia
-$21.8K -1,039 Closed
CF
168
Cantor Fitzgerald
New York
-$16.4K -782 Closed
IWM
169
IMG Wealth Management
Florida
-$4.01K -191 Closed
GEA
170
Glen Eagle Advisors
New Jersey
-$3.96K -189 Closed
Fidelity Investments
171
Fidelity Investments
Massachusetts
-$937 -45 Closed
DB
172
Danske Bank
Denmark
-$21 -1 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.