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Oxford Square Capital

53 hedge funds and large institutions have $7.23M invested in Oxford Square Capital in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.6% less ownership

Funds ownership: 7.63%5.03% (-2.6%)

12% less funds holding

Funds holding: 6053 (-7)

24% less capital invested

Capital invested by funds: $9.49M → $7.23M (-$2.26M)

33% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 15

37% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 19

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1K

Holders
53
Holders Change
-7
Holders Change %
-11.67%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
12
Reduced
19
Closed
15
Calls
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$10K
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
26
Sigma Planning Corp
Michigan
$37K
AWA
27
Arkadios Wealth Advisors
Georgia
$36.2K +$1.08K +593 +3%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$34K
LWP
29
LeClair Wealth Partners
Ohio
$31.9K
SG
30
StoneX Group
New York
$28.8K +$29.8K +16,359 New
UBG
31
United Bank (Georgia)
Georgia
$27.1K -$3.82K -2,098 -12%
AWA
32
Acorn Wealth Advisors
Michigan
$21.2K +$21.9K +12,057 New
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$21K -$1.09K -598 -5%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$20.9K +$21.6K +11,858 New
RIP
35
Reliant Investment Partners
North Carolina
$20.9K +$1.23K +674 +6%
KIG
36
Kennedy Investment Group
New Jersey
$20.7K +$1.24K +680 +6%
NWMG
37
National Wealth Management Group
Ohio
$18K +$368 +202 +2%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$17.7K +$18.3K +10,056 New
AF
39
Alerus Financial
North Dakota
$17.6K
LF
40
LifeSteps Financial
California
$17.6K
CIBC Private Wealth Group
41
CIBC Private Wealth Group
Georgia
$14.1K
TCM
42
Triumph Capital Management
Colorado
$6.34K +$6.55K +3,600 New
EB
43
Eastern Bank
Massachusetts
$4.22K
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$3.52K +$3.64K +2,000 New
GAFA
45
Garton & Associates Financial Advisors
Kentucky
$3.1K +$3.21K +1,763 New
Jones Financial Companies
46
Jones Financial Companies
Missouri
$2.84K +$222 +122 +8%
JP Morgan Chase
47
JP Morgan Chase
New York
$2.32K
Wells Fargo
48
Wells Fargo
California
$2.03K -$75 -41 -3%
CA
49
CoreCap Advisors
Michigan
$1.83K +$1.82K +1,000 +2,439%
Simplex Trading
50
Simplex Trading
Illinois
$1.46K +$1.51K +832 New

OXSQ Hedge Fund Activity: Q4 2025 in Review

53 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Oxford Square Capital (OXSQ) for Q4 2025, worth a combined $7.23M — down 24% from $9.49M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of OXSQ and 10 opened new positions — a net loss of 5 holders — while 19 trimmed existing stakes and 12 added.

The largest buyer was Bank of America, opening a new position worth an estimated $373K. The largest seller was Millennium Management, exiting entirely with an estimated $1.21M sold.

  • 53 institutional investors held Oxford Square Capital (OXSQ) as of Q4 2025, down from 60 in Q3 2025.
  • Funds reported $7.23M of Oxford Square Capital stock for Q4 2025, down 24% quarter-over-quarter.
  • 10 funds opened new Oxford Square Capital positions in Q4 2025 and 15 closed out, a net change of -5 holders.
  • The largest Oxford Square Capital buyer in Q4 2025 was Bank of America, an estimated $373K added.
  • The largest Oxford Square Capital seller in Q4 2025 was Millennium Management, an estimated $1.21M sold.

Based on aggregated 13F filings for Q4 2025.