OXSQ icon

Oxford Square Capital

52 hedge funds and large institutions have $11.1M invested in Oxford Square Capital in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

6% less capital invested

Capital invested by funds: $11.9M → $11.1M (-$706K)

Holders
52
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$90K
Puts
$39K
Net Calls
Net Calls Change

Top Buyers

1 +$774K
2 +$385K
3 +$332K
4
BlackRock
BlackRock
New York
+$193K
5
T
Transce3nd
Texas
+$181K

Top Sellers

1 -$642K
2 -$409K
3 -$85.3K
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$52.8K
5
TSS
Two Sigma Securities
New York
-$28.4K
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
26
Sigma Planning Corp
Michigan
$46.3K
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$43K
LWP
28
LeClair Wealth Partners
Ohio
$40.4K
UBG
29
United Bank (Georgia)
Georgia
$39.1K
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$37K
SWP
31
Stratos Wealth Partners
Ohio
$25.6K
Mariner
32
Mariner
Kansas
$24.9K
RIP
33
Reliant Investment Partners
North Carolina
$23.7K
KIG
34
Kennedy Investment Group
New Jersey
$23.5K
AF
35
Alerus Financial
North Dakota
$22.3K
LF
36
LifeSteps Financial
California
$22.3K
NWMG
37
National Wealth Management Group
Ohio
$22.3K
CIBC Private Wealth Group
38
CIBC Private Wealth Group
Georgia
$17.8K
AAS
39
Ameritas Advisory Services
Nebraska
$9.79K
MFT
40
Moisand Fitzgerald Tamayo
Florida
$8.51K
Group One Trading
41
Group One Trading
Illinois
$8.3K
Jones Financial Companies
42
Jones Financial Companies
Missouri
$3.63K
Raymond James Financial
43
Raymond James Financial
Florida
$3.47K
AF
44
Allworth Financial
California
$2.98K
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$2.94K
Wells Fargo
46
Wells Fargo
California
$2.66K
TCM
47
Traub Capital Management
Massachusetts
$2.38K
Comerica Bank
48
Comerica Bank
Texas
$1.49K
FFA
49
Farther Finance Advisors
California
$917
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$792