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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
Morgan Stanley
1
Morgan Stanley
New York
$23.5M +$18.2M +994,978 +255%
EIM
2
Elliott Investment Management
Florida
$17.3M +$18.6M +1,019,239 New
BI
3
Bulldog Investors
New Jersey
$7.57M +$8.18M +447,288 New
BTCPP
4
Border to Coast Pensions Partnership
United Kingdom
$7.45M
CC
5
CF Capital
Massachusetts
$6.77M +$7.72M +422,222 New
Rockefeller Capital Management
6
Rockefeller Capital Management
New York
$4.67M +$5.04M +275,835 New
RIA
7
Realta Investment Advisors
Delaware
$4.16M -$61.2K -3,347 -1%
TJHA
8
Thomas J. Herzfeld Advisors
Florida
$3.86M +$4.17M +227,872 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$3.56M +$3.53M +193,178 +1,114%
WS
10
Wedbush Securities
California
$2.81M -$2.51M -137,370 -45%
JWCA
11
J.W. Cole Advisors
Florida
$2.48M +$181K +9,889 +7%
VIA
12
Virtus Investment Advisers
Connecticut
$2.19M +$2.36M +129,209 New
Osaic Holdings
13
Osaic Holdings
Arizona
$2.05M +$7.59M +414,979 +353%
AC
14
Almitas Capital
California
$2.03M +$2.19M +119,999 New
LPL Financial
15
LPL Financial
California
$1.91M -$1.29M -70,507 -38%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.79M +$1.68M +91,801 +652%
FCH
17
Freestone Capital Holdings
Washington
$1.61M +$434K +23,758 +33%
GC
18
GatePass Capital
Ohio
$1.6M +$1.5M +82,220 +654%
ACM
19
Arlington Capital Management
Illinois
$1.32M +$755K +41,286 +112%
MG
20
Marex Group
$1.01M +$1.09M +59,686 New
OC
21
Oppenheimer & Co
New York
$960K +$82.1K +4,489 +9%
AWM
22
Apollon Wealth Management
South Carolina
$955K +$691K +37,794 +203%
FFA
23
Founders Financial Alliance
North Carolina
$887K +$133K +7,291 +16%
PAG
24
Private Advisor Group
New Jersey
$864K -$77.8K -4,255 -8%
SIC
25
Samalin Investment Counsel
New York
$843K +$195K +10,646 +27%

OXLC Hedge Fund Activity: Q3 2025 in Review

94 of the 7,619 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.