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Oxford Square Capital

53 hedge funds and large institutions have $11.2M invested in Oxford Square Capital in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $90K | Put options by funds: $39K

111% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 9

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

2% more funds holding

Funds holding: 5253 (+1)

0.52% more ownership

Funds ownership: 6.51%7.03% (+0.52%)

6% less capital invested

Capital invested by funds: $11.9M → $11.2M (-$669K)

Holders
53
Holders Change
+1
Holders Change %
+1.92%
% 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
19
Reduced
9
Closed
9
Calls
$90K
Puts
$39K
Net Calls
+$51K
Net Calls Change
+$42K
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
26
Sigma Planning Corp
Michigan
$46.3K +$748 +312 +2%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$43K +$856 +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 +$11.8K +4,900 +42%
FAFN
31
First Affirmative Financial Network
Colorado
$36K +$38.7K +16,145 New
SWP
32
Stratos Wealth Partners
Ohio
$25.6K -$2.4K -1,000 -8%
Mariner
33
Mariner
Kansas
$24.9K +$1.58K +661 +6%
RIP
34
Reliant Investment Partners
North Carolina
$23.7K -$851 -355 -3%
KIG
35
Kennedy Investment Group
New Jersey
$23.5K +$1.09K +455 +5%
AF
36
Alerus Financial
North Dakota
$22.3K
LF
37
LifeSteps Financial
California
$22.3K
NWMG
38
National Wealth Management Group
Ohio
$22.3K
CIBC Private Wealth Group
39
CIBC Private Wealth Group
Georgia
$17.8K +$13.2K +5,500 +220%
AAS
40
Ameritas Advisory Services
Nebraska
$9.79K +$10.5K +4,390 New
MFT
41
Moisand Fitzgerald Tamayo
Florida
$8.51K
Group One Trading
42
Group One Trading
Illinois
$8.3K -$1.48K -617 -14%
Jones Financial Companies
43
Jones Financial Companies
Missouri
$3.63K +$3.89K +1,622 New
Raymond James Financial
44
Raymond James Financial
Florida
$3.47K +$3.73K +1,555 New
AF
45
Allworth Financial
California
$2.98K +$3.2K +1,334 New
JP Morgan Chase
46
JP Morgan Chase
New York
$2.94K
Wells Fargo
47
Wells Fargo
California
$2.66K +$1.66K +691 +138%
TCM
48
Traub Capital Management
Massachusetts
$2.38K +$2.56K +1,066 New
Comerica Bank
49
Comerica Bank
Texas
$1.49K
Osaic Holdings
50
Osaic Holdings
Arizona
$1.37K +$1.26K +525 +590%

OXSQ Hedge Fund Activity: Q2 2025 in Review

53 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Oxford Square Capital (OXSQ) for Q2 2025, worth a combined $11.2M — down 5.6% from $11.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new OXSQ positions and 9 closed out — a net gain of 1 holder — while 19 added to existing stakes and 9 trimmed.

The largest buyer was Millennium Management, adding an estimated $833K. The largest seller was Two Sigma Advisers, cutting an estimated $690K.

  • 53 institutional investors held Oxford Square Capital (OXSQ) as of Q2 2025, up from 52 in Q1 2025.
  • Funds reported $11.2M of Oxford Square Capital stock for Q2 2025, down 5.6% quarter-over-quarter.
  • 10 funds opened new Oxford Square Capital positions in Q2 2025 and 9 closed out, a net change of +1 holder.
  • The largest Oxford Square Capital buyer in Q2 2025 was Millennium Management, an estimated $833K added.
  • The largest Oxford Square Capital seller in Q2 2025 was Two Sigma Advisers, an estimated $690K sold.

Based on aggregated 13F filings for Q2 2025.