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Oxford Square Capital

48 hedge funds and large institutions have $4.98M invested in Oxford Square Capital in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

1.81% less ownership

Funds ownership: 5.03%3.21% (-1.8%)

9% less funds holding

Funds holding: 5348 (-5)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

31% less capital invested

Capital invested by funds: $7.23M → $4.98M (-$2.25M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $435K

Holders
48
Holders Change
-5
Holders Change %
-9.43%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
14
Reduced
12
Closed
14
Calls
Puts
$435K
Net Calls
-$435K
Net Calls Change
-$434K
Name Holding Trade Value Shares
Change
Change in
Stake
UBG
26
United Bank (Georgia)
Georgia
$27.3K
SP
27
SIH Partners
Delaware
$25K +$25.5K +14,109 New
RIP
28
Reliant Investment Partners
North Carolina
$22.3K +$1.35K +745 +6%
KIG
29
Kennedy Investment Group
New Jersey
$22.1K +$1.34K +739 +6%
AWA
30
Acorn Wealth Advisors
Michigan
$22K +$706 +390 +3%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$21K -$4 -2 -0%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$20K -$14.9K -8,259 -43%
NWMG
33
National Wealth Management Group
Ohio
$19.1K +$1.08K +597 +6%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$18.2K +$18.6K +10,276 New
AF
35
Alerus Financial
North Dakota
$17.7K
LF
36
LifeSteps Financial
California
$17.7K
TCM
37
Triumph Capital Management
Colorado
$6.37K
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$3.54K
JP Morgan Chase
39
JP Morgan Chase
New York
$2.28K
HI
40
Harbour Investments
Wisconsin
$1.99K +$2.03K +1,122 New
CA
41
CoreCap Advisors
Michigan
$1.84K
Osaic Holdings
42
Osaic Holdings
Arizona
$1.04K +$58 +32 +6%
Wells Fargo
43
Wells Fargo
California
$959 -$1.11K -611 -53%
CFSG
44
Community Financial Services Group
Vermont
$912 +$932 +515 New
Simplex Trading
45
Simplex Trading
Illinois
$292 -$1.21K -667 -80%
Jones Financial Companies
46
Jones Financial Companies
Missouri
$252 -$2.64K -1,461 -91%
AF
47
Allworth Financial
California
$39 +$40 +22 New
CIAM
48
Caitong International Asset Management
Hong Kong
$4 +$4 +2 New
Squarepoint
49
Squarepoint
New York
-$801K -455,138 Closed
Two Sigma Advisers
50
Two Sigma Advisers
New York
-$563K -319,913 Closed

OXSQ Hedge Fund Activity: Q1 2026 in Review

48 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Oxford Square Capital (OXSQ) for Q1 2026, worth a combined $4.98M — down 31% from $7.23M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of OXSQ and 10 opened new positions — a net loss of 4 holders — while 12 trimmed existing stakes and 14 added.

The largest buyer was XTX Topco, opening a new position worth an estimated $293K. The largest seller was Two Sigma Investments, cutting an estimated $876K.

  • 48 institutional investors held Oxford Square Capital (OXSQ) as of Q1 2026, down from 53 in Q4 2025.
  • Funds reported $4.98M of Oxford Square Capital stock for Q1 2026, down 31% quarter-over-quarter.
  • 10 funds opened new Oxford Square Capital positions in Q1 2026 and 14 closed out, a net change of -4 holders.
  • The largest Oxford Square Capital buyer in Q1 2026 was XTX Topco, an estimated $293K added.
  • The largest Oxford Square Capital seller in Q1 2026 was Two Sigma Investments, an estimated $876K sold.

Based on aggregated 13F filings for Q1 2026.