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OXLC

Oxford Lane Capital

149 hedge funds and large institutions have $82M invested in Oxford Lane Capital in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 52 increasing their positions, 30 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 16

73% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 30

21% more funds holding

Funds holding: 123149 (+26)

18% more capital invested

Capital invested by funds: $69.5M → $82M (+$12.5M)

0.07% more ownership

Funds ownership: 0.83%0.9% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
149
Holders Change
+26
Holders Change %
+21.14%
% 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
44
Increased
52
Reduced
30
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTCPP
1
Border to Coast Pensions Partnership
United Kingdom
$9.37M +$2.33M +89,000 +32%
WS
2
Wedbush Securities
California
$6.04M +$566K +21,591 +10%
RIA
3
Realta Investment Advisors
Delaware
$5.25M +$741K +28,307 +16%
TI
4
TrueMark Investments
Illinois
$5.06M +$2.46M +93,739 +89%
Citadel Advisors
5
Citadel Advisors
Florida
$4.87M +$3.87M +147,901 +333%
LPL Financial
6
LPL Financial
California
$4.55M +$1.41M +53,726 +43%
Osaic Holdings
7
Osaic Holdings
Arizona
$2.68M +$758K +28,950 +38%
GWM
8
Geneos Wealth Management
Colorado
$2.67M +$122K +4,662 +5%
Morgan Stanley
9
Morgan Stanley
New York
$2.51M -$2.14M -81,871 -45%
Jane Street
10
Jane Street
New York
$2.38M +$2.21M +84,519 +906%
DFG
11
Delphi Financial Group
Delaware
$2.26M -$179K -6,817 -7%
IFG
12
Independent Financial Group
California
$2.16M +$59K +2,251 +3%
TCM
13
Triumph Capital Management
Colorado
$1.52M +$184K +7,007 +13%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.5M -$54.1K -2,064 -3%
JWCA
15
J.W. Cole Advisors
Florida
$1.45M +$303K +11,573 +25%
P
16
&Partners
Tennessee
$1.43M +$24.5K +934 +2%
JF
17
Jump Financial
Illinois
$1.31M +$1.26M +48,255 +1,460%
MG
18
Marex Group
$1.21M +$1.25M +47,614 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.14M +$214K +8,168 +22%
Raymond James Financial
20
Raymond James Financial
Florida
$1.08M +$1.11M +42,555 New
KAS
21
Kestra Advisory Services
Texas
$1.05M +$553K +21,127 +103%
FFA
22
Founders Financial Alliance
North Carolina
$1.02M +$61.5K +2,348 +6%
PAG
23
Private Advisor Group
New Jersey
$965K +$191K +7,305 +24%
SIC
24
Samalin Investment Counsel
New York
$930K +$84.8K +3,237 +10%
ACM
25
Arlington Capital Management
Illinois
$919K +$92.5K +3,532 +11%

OXLC Hedge Fund Activity: Q4 2024 in Review

149 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Oxford Lane Capital (OXLC) for Q4 2024, worth a combined $82M — up 18% from $69.5M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new OXLC positions and 16 closed out — a net gain of 28 holders — while 52 added to existing stakes and 30 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $3.87M. The largest seller was Morgan Stanley, cutting an estimated $2.14M.

  • 149 institutional investors held Oxford Lane Capital (OXLC) as of Q4 2024, up from 123 in Q3 2024.
  • Funds reported $82M of Oxford Lane Capital stock for Q4 2024, up 18% quarter-over-quarter.
  • 44 funds opened new Oxford Lane Capital positions in Q4 2024 and 16 closed out, a net change of +28 holders.
  • The largest Oxford Lane Capital buyer in Q4 2024 was Citadel Advisors, an estimated $3.87M added.
  • The largest Oxford Lane Capital seller in Q4 2024 was Morgan Stanley, an estimated $2.14M sold.

Based on aggregated 13F filings for Q4 2024.