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Oxford Square Capital

52 hedge funds and large institutions have $11.9M invested in Oxford Square Capital in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more call options, than puts

Call options by funds: $11K | Put options by funds: $2K

64% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 11

9% more capital invested

Capital invested by funds: $10.8M → $11.9M (+$1M)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

0.05% less ownership

Funds ownership: 6.56%6.51% (-0.05%)

2% less funds holding

Funds holding: 5352 (-1)

Holders
52
Holders Change
-1
Holders Change %
-1.89%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
18
Reduced
11
Closed
10
Calls
$11K
Puts
$2K
Net Calls
+$9K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$49K +$15.1K +5,626 +43%
LWP
27
LeClair Wealth Partners
Ohio
$47.3K +$48.8K +18,122 New
UBG
28
United Bank (Georgia)
Georgia
$45.7K
SWP
29
Stratos Wealth Partners
Ohio
$32.6K
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$31K
RIP
31
Reliant Investment Partners
North Carolina
$28.7K +$974 +362 +3%
TSS
32
Two Sigma Securities
New York
$28.4K -$62.2K -23,096 -68%
DTL
33
Dynamic Technology Lab
Singapore
$28K +$28.6K +10,614 New
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$28K +$29.1K +10,797 New
AWM
35
AE Wealth Management
Kansas
$27.5K
Mariner
36
Mariner
Kansas
$27.4K +$1.35K +501 +5%
KIG
37
Kennedy Investment Group
New Jersey
$26.3K +$27.2K +10,091 New
AF
38
Alerus Financial
North Dakota
$26.1K
LF
39
LifeSteps Financial
California
$26.1K
NWMG
40
National Wealth Management Group
Ohio
$26.1K
Group One Trading
41
Group One Trading
Illinois
$11.3K +$5.49K +2,038 +89%
MFT
42
Moisand Fitzgerald Tamayo
Florida
$9.96K
HCP
43
Hexagon Capital Partners
Arkansas
$8.09K
CIBC Private Wealth Group
44
CIBC Private Wealth Group
Georgia
$5.92K
NB
45
NBT Bank
New York
$4.35K +$4.49K +1,666 New
JP Morgan Chase
46
JP Morgan Chase
New York
$3.44K +$3.55K +1,320 New
Comerica Bank
47
Comerica Bank
Texas
$1.74K +$1.79K +667 New
Wells Fargo
48
Wells Fargo
California
$1.31K -$10.2K -3,800 -88%
FFA
49
Farther Finance Advisors
California
$1.02K +$40 +15 +4%
Osaic Holdings
50
Osaic Holdings
Arizona
$233 -$1.41K -525 -86%

OXSQ Hedge Fund Activity: Q1 2025 in Review

52 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Oxford Square Capital (OXSQ) for Q1 2025, worth a combined $11.9M — up 9.2% from $10.8M a quarter earlier.

Fund positioning in OXSQ was balanced in Q1 2025: 10 funds opened new positions, 10 closed out, 18 added to existing stakes and 11 trimmed.

The largest buyer was Virtus Investment Advisers, opening a new position worth an estimated $623K. The largest seller was Virtus ETF Advisers, exiting entirely with an estimated $464K sold.

  • 52 institutional investors held Oxford Square Capital (OXSQ) as of Q1 2025, down from 53 in Q4 2024.
  • Funds reported $11.9M of Oxford Square Capital stock for Q1 2025, up 9.2% quarter-over-quarter.
  • 10 funds opened new Oxford Square Capital positions in Q1 2025 and 10 closed out, a net change of 0 holders.
  • The largest Oxford Square Capital buyer in Q1 2025 was Virtus Investment Advisers, an estimated $623K added.
  • The largest Oxford Square Capital seller in Q1 2025 was Virtus ETF Advisers, an estimated $464K sold.

Based on aggregated 13F filings for Q1 2025.