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Oxford Square Capital

60 hedge funds and large institutions have $9.49M invested in Oxford Square Capital in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

54% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 13

47% more call options, than puts

Call options by funds: $28K | Put options by funds: $19K

13% more funds holding

Funds holding: 5360 (+7)

0.6% more ownership

Funds ownership: 7.03%7.63% (+0.6%)

15% less capital invested

Capital invested by funds: $11.2M → $9.49M (-$1.69M)

Holders
60
Holders Change
+7
Holders Change %
+13.21%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
20
Reduced
13
Closed
7
Calls
$28K
Puts
$19K
Net Calls
+$9K
Net Calls Change
-$42K
Name Holding Trade Value Shares
Change
Change in
Stake
TSS
26
Two Sigma Securities
New York
$47.7K +$66K +30,028 New
OAM
27
Oxford Asset Management
United Kingdom
$44.6K +$61.6K +28,022 New
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$37.4K +$1.32K +601 +3%
PFBT
29
Parkside Financial Bank & Trust
Missouri
$35.3K
SPC
30
Sigma Planning Corp
Michigan
$33.4K +$499 +227 +1%
AWA
31
Arkadios Wealth Advisors
Georgia
$31.8K +$44K +20,000 New
FAFN
32
First Affirmative Financial Network
Colorado
$31.8K +$8.43K +3,836 +24%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$31K +$402 +183 +1%
LWP
34
LeClair Wealth Partners
Ohio
$28.8K
UBG
35
United Bank (Georgia)
Georgia
$27.9K
Goldman Sachs
36
Goldman Sachs
New York
$24.3K +$33.6K +15,298 New
Mariner
37
Mariner
Kansas
$20.2K +$3.34K +1,521 +14%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$20K -$9.45K -4,300 -26%
MG
39
Marex Group
$19.1K +$26.4K +12,009 New
TIAA Trust, National Association
40
TIAA Trust, National Association
North Carolina
$19.1K +$26.4K +12,000 New
RIP
41
Reliant Investment Partners
North Carolina
$18.4K +$1.17K +531 +5%
KIG
42
Kennedy Investment Group
New Jersey
$17.6K +$1.16K +527 +5%
AF
43
Alerus Financial
North Dakota
$15.9K
LF
44
LifeSteps Financial
California
$15.9K
NWMG
45
National Wealth Management Group
Ohio
$15.9K
CIBC Private Wealth Group
46
CIBC Private Wealth Group
Georgia
$12.7K
EB
47
Eastern Bank
Massachusetts
$3.82K +$5.27K +2,400 New
AAS
48
Ameritas Advisory Services
Nebraska
$2.86K -$5.69K -2,589 -59%
Jones Financial Companies
49
Jones Financial Companies
Missouri
$2.5K -$292 -133 -8%
JP Morgan Chase
50
JP Morgan Chase
New York
$2.1K

OXSQ Hedge Fund Activity: Q3 2025 in Review

60 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Oxford Square Capital (OXSQ) for Q3 2025, worth a combined $9.49M — down 15% from $11.2M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new OXSQ positions and 7 closed out — a net gain of 7 holders — while 20 added to existing stakes and 13 trimmed.

The largest buyer was Marshall Wace, adding an estimated $876K. The largest seller was Two Sigma Advisers, cutting an estimated $888K.

  • 60 institutional investors held Oxford Square Capital (OXSQ) as of Q3 2025, up from 53 in Q2 2025.
  • Funds reported $9.49M of Oxford Square Capital stock for Q3 2025, down 15% quarter-over-quarter.
  • 14 funds opened new Oxford Square Capital positions in Q3 2025 and 7 closed out, a net change of +7 holders.
  • The largest Oxford Square Capital buyer in Q3 2025 was Marshall Wace, an estimated $876K added.
  • The largest Oxford Square Capital seller in Q3 2025 was Two Sigma Advisers, an estimated $888K sold.

Based on aggregated 13F filings for Q3 2025.