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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
BTCPP
1
Border to Coast Pensions Partnership
United Kingdom
$9.24M
Morgan Stanley
2
Morgan Stanley
New York
$8.21M +$4.42M +196,664 +101%
Citadel Advisors
3
Citadel Advisors
Florida
$6.95M +$6.92M +307,775 +1,321%
WS
4
Wedbush Securities
California
$6.37M +$683K +30,416 +11%
RIA
5
Realta Investment Advisors
Delaware
$5.22M -$30.7K -1,367 -0.5%
LPL Financial
6
LPL Financial
California
$3.85M -$1.56M -69,507 -27%
JWCA
7
J.W. Cole Advisors
Florida
$2.87M +$101K +4,473 +3%
Jane Street
8
Jane Street
New York
$2.5M +$2.67M +118,939 New
Osaic Holdings
9
Osaic Holdings
Arizona
$2.47M -$120K -5,345 -4%
GWM
10
Geneos Wealth Management
Colorado
$2.43M -$2.3M -102,388 -47%
DFG
11
Delphi Financial Group
Delaware
$2.35M -$164K -7,306 -6%
VF
12
Virtu Financial
New York
$1.91M +$2.04M +90,865 New
IFG
13
Independent Financial Group
California
$1.87M +$78.4K +3,487 +4%
TCM
14
Triumph Capital Management
Colorado
$1.86M +$525K +23,362 +36%
T
15
Transce3nd
Texas
$1.74M +$724K +32,199 +63%
FCH
16
Freestone Capital Holdings
Washington
$1.49M +$353K +15,688 +28%
KAS
17
Kestra Advisory Services
Texas
$1.46M +$289K +12,865 +23%
M&T Bank
18
M&T Bank
New York
$1.29M
P
19
&Partners
Tennessee
$1.28M +$66.3K +2,952 +5%
PAG
20
Private Advisor Group
New Jersey
$1.16M +$10.3K +460 +0.8%
OC
21
Oppenheimer & Co
New York
$1.1M +$328K +14,598 +39%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$966K -$119K -5,317 -10%
FFA
23
Founders Financial Alliance
North Carolina
$947K -$19K -847 -2%
Raymond James Financial
24
Raymond James Financial
Florida
$911K +$3.53K +157 +0.4%
SIC
25
Samalin Investment Counsel
New York
$822K -$12.6K -559 -1%

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.