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Oxford Square Capital

51 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
Holders
51
Holders Change
-1
Holders Change %
-1.92%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
18
Reduced
9
Closed
9
Calls
$90K
Puts
$39K
Net Calls
+$51K
Net Calls Change
+$42K
Name Holding Trade Value Shares
Change
Shares
Change %
SPC
26
Sigma Planning Corp
Michigan
$46.3K +$696 +312 +2%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$43K +$802 +357 +2%
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 +$10.9K +4,900 +42%
SWP
31
Stratos Wealth Partners
Ohio
$25.6K -$2.23K -1,000 -8%
Mariner
32
Mariner
Kansas
$24.9K +$1.47K +661 +6%
RIP
33
Reliant Investment Partners
North Carolina
$23.7K -$792 -355 -3%
KIG
34
Kennedy Investment Group
New Jersey
$23.5K +$1.02K +455 +5%
AF
35
Alerus Financial
North Dakota
$22.3K
LF
36
LifeSteps Financial
California
$22.3K
CIBC Private Wealth Group
37
CIBC Private Wealth Group
Georgia
$17.8K +$12.3K +5,500 +220%
AAS
38
Ameritas Advisory Services
Nebraska
$9.79K +$9.79K +4,390 New
MFT
39
Moisand Fitzgerald Tamayo
Florida
$8.51K
Group One Trading
40
Group One Trading
Illinois
$8.3K -$1.38K -617 -14%
Jones Financial Companies
41
Jones Financial Companies
Missouri
$3.63K +$3.63K +1,622 New
Raymond James Financial
42
Raymond James Financial
Florida
$3.47K +$3.47K +1,555 New
AF
43
Allworth Financial
California
$2.98K +$2.98K +1,334 New
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$2.94K
Wells Fargo
45
Wells Fargo
California
$2.66K +$1.54K +691 +138%
TCM
46
Traub Capital Management
Massachusetts
$2.38K +$2.38K +1,066 New
Comerica Bank
47
Comerica Bank
Texas
$1.49K
FFA
48
Farther Finance Advisors
California
$917 +$40 +18 +5%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$792 +$792 +355 New
Osaic Holdings
50
Osaic Holdings
Arizona
$218