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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
BTCPP
1
Border to Coast Pensions Partnership
United Kingdom
$10.4M +$1.74M +70,000 +19%
WS
2
Wedbush Securities
California
$6.44M +$858K +34,477 +14%
LPL Financial
3
LPL Financial
California
$5.97M +$1.83M +73,523 +41%
RIA
4
Realta Investment Advisors
Delaware
$5.9M +$1.1M +44,101 +21%
GWM
5
Geneos Wealth Management
Colorado
$5.15M +$2.81M +112,817 +107%
Morgan Stanley
6
Morgan Stanley
New York
$4.58M +$2.37M +95,242 +96%
JWCA
7
J.W. Cole Advisors
Florida
$3.12M +$1.86M +74,742 +131%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.9M +$425K +17,076 +16%
DFG
9
Delphi Financial Group
Delaware
$2.82M +$749K +30,110 +34%
IFG
10
Independent Financial Group
California
$2.02M +$10.4K +418 +0.5%
TCM
11
Triumph Capital Management
Colorado
$1.53M +$125K +5,020 +8%
M&T Bank
12
M&T Bank
New York
$1.45M +$1.29M +51,799 +541%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.37M -$30K -1,206 -2%
P
14
&Partners
Tennessee
$1.35M +$43.8K +1,761 +3%
KAS
15
Kestra Advisory Services
Texas
$1.34M +$373K +15,009 +36%
FCH
16
Freestone Capital Holdings
Washington
$1.31M +$1.38M +55,433 New
PAG
17
Private Advisor Group
New Jersey
$1.29M +$418K +16,787 +44%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.21M +$159K +6,409 +14%
T
19
Transce3nd
Texas
$1.2M +$844K +33,949 +201%
FFA
20
Founders Financial Alliance
North Carolina
$1.08M +$141K +5,670 +14%
Raymond James Financial
21
Raymond James Financial
Florida
$1.02M +$16.9K +681 +2%
SIC
22
Samalin Investment Counsel
New York
$937K +$74.5K +2,994 +8%
UBS Group
23
UBS Group
Switzerland
$910K +$747K +30,030 +352%
OC
24
Oppenheimer & Co
New York
$887K +$146K +5,861 +18%
ACM
25
Arlington Capital Management
Illinois
$714K -$148K -5,969 -16%

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.