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Oaktree Specialty Lending Corp hedge fund holdings

OCSLNASDAQ
$11.91-0.08 (-0.67%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

OCSL · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-9.4%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20256356$85.6M$28.2M185Aug 14, 2025
Q3 20257066$55.5M$46.3M176Nov 14, 2025
Q4 20256673$52.9M$40.9M190Feb 14, 2026
Q1 20266473$51.8M$47.4M179May 15, 2026
Q2 20265658$143M$60M157Aug 14, 2026

Quarterly action breakdown

Q2 2026
157 filers
New position
17
$9.88M+827K sh
Increased
39
$133M+11.2M sh
Reduced
31
-$37.9M-3.18M sh
Out / sold
27
-$22M-1.85M sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Beach Point Capital Management LPReduce 59.20%-$7.86M$5.42M2.10%Jul 22, 2026
Melia Wealth LLCReduce 41.24%-$6.11M$8.71M5.01%Aug 17, 2026
Van Eck Associates CorpAdded 28.88%+$5.88M$26.2M0.02%Aug 14, 2026
Palliser Capital (UK) LtdNew Buy+$3.24M$3.24M1.74%Aug 14, 2026
Thrivent Financial for LutheransNew Buy+$2.64M$2.64M0.00%Aug 14, 2026
BI Asset Management Fondsmaeglerselskab A/SReduce 79.46%-$2.29M$591K0.00%Aug 10, 2026
Private Management Group IncAdded 3.98%+$1.77M$46.2M1.22%Jul 31, 2026
Triad Investment ManagementReduce 55.12%-$1.3M$1.06M1.17%Jul 21, 2026
Ares Management LLCAdded 5.00%+$1.25M$26.3M1.15%Aug 14, 2026
Callodine Capital Management, LPNew Buy+$1.19M$1.19M0.08%Aug 14, 2026
Scotia Capital Inc.New Buy+$955K$955K0.00%Aug 11, 2026
Wealthedge Investment Advisors, LLCSell 100%-$769K$00.00%Jul 21, 2026
Jackson Thornton Wealth Management, LLCAdded 153.35%+$611K$1.01M0.08%Aug 6, 2026
Castlekeep Investment Advisors LLCReduce 13.93%-$560K$3.46M1.73%Aug 14, 2026
Naviter Wealth, LLCAdded 25.42%+$504K$2.49M0.23%Aug 7, 2026
Plan Group Financial, LLCAdded 25.67%+$494K$2.42M0.50%Aug 3, 2026
Lido Advisors, LLCAdded 33.54%+$468K$1.86M0.01%Aug 7, 2026
Independent Advisor AllianceReduce 25.04%-$447K$1.34M0.03%Aug 12, 2026
Old Port AdvisorsAdded 16.60%+$421K$2.96M0.58%Jul 21, 2026
NewGen Asset Management LtdAdded 82.27%+$398K$881K0.36%Aug 13, 2026
Fiduciary Financial Group, LLCAdded 20.27%+$373K$2.21M0.25%Jul 10, 2026
Kestra Private Wealth Services, LLCNew Buy+$370K$370K0.00%Jul 28, 2026
Next Level Private LLCSell 100%-$291K$00.00%Jul 9, 2026
VARCOV Co.New Buy+$279K$279K0.11%Aug 14, 2026
Bruni J V & CoReduce 0.92%-$275K$29.5M2.70%Aug 10, 2026
Closed-End Fund Advisors, Inc.Sell 100%-$257K$00.00%Jul 27, 2026
Kaizen Financial StrategiesNew Buy+$256K$256K0.08%Jul 30, 2026
DNB Asset Management ASReduce 16.07%-$256K$1.34M0.00%Aug 11, 2026
Cornerstone Advisory, LLCReduce 43.00%-$224K$297K0.02%Jul 29, 2026
Virtus Investment Advisers, LLCReduce 27.50%-$212K$559K0.13%Aug 11, 2026
Caxton Associates LLPNew Buy+$189K$189K0.00%Aug 14, 2026
MQS Management LLCSell 100%-$182K$00.00%Aug 7, 2026
Arnhold LLCAdded 5.31%+$179K$3.55M0.25%Jul 27, 2026
nVerses Capital, LLCSell 100%-$168K$00.00%Aug 4, 2026
IMC-Chicago, LLCSell 100%-$156K$00.00%Aug 6, 2026
Pinnacle Associates LtdNew Buy+$154K$154K0.00%Aug 3, 2026
Jain Global LLCNew Buy+$140K$140K0.00%Aug 14, 2026
Moors & Cabot, Inc.Sell 100%-$135K$00.00%Aug 10, 2026
Oppenheimer & Co IncNew Buy+$126K$126K0.00%Aug 3, 2026
BTG Pactual Asset Management US LLCReduce 35.69%-$121K$219K0.01%Aug 14, 2026
Black Maple Capital Management LPAdded 75.00%+$89.6K$209K0.12%Aug 14, 2026
United Advisor Group, LLCAdded 2.60%+$88.5K$3.5M0.37%Jul 29, 2026
Generali Asset Management SPA SGRReduce 0.34%-$84.9K$24.8M0.45%Jul 30, 2026
Sound Income Strategies, LLCAdded 11.57%+$74.6K$719K0.03%Jul 20, 2026
Mesirow Financial Investment Management, Inc.Reduce 24.70%-$71.5K$218K0.00%Jul 22, 2026
Calydon CapitalReduce 27.18%-$61.9K$166K0.02%Aug 14, 2026
Denali Advisors LLCReduce 5.07%-$58.4K$1.09M0.11%Aug 10, 2026
FAS Wealth Partners, Inc.Reduce 24.83%-$55.7K$169K0.01%Jul 29, 2026
Essex Financial Services, Inc.Reduce 26.30%-$53.4K$150K0.01%Aug 10, 2026
PFG Investments, LLCReduce 16.11%-$48.5K$253K0.01%Jul 23, 2026
Sbe LLC Dba Cedar Cove Wealth PartnersAdded 2.85%+$43K$1.55M0.73%Jul 21, 2026
MML Investors Services, LLCAdded 28.67%+$42.4K$190K0.00%Aug 7, 2026
Sovran Advisors, LLCAdded 10.60%+$33.5K$350K0.03%Jul 30, 2026
TT Capital Management LLCAdded 2.49%+$26.7K$1.1M0.86%Aug 4, 2026
CENTRAL TRUST CoSell 100%-$22.6K$00.00%Jul 31, 2026
Tidal Investments LLCAdded 5.22%+$22.3K$450K0.00%Aug 13, 2026
Claret Asset Management CorpAdded 0.10%+$20.9K$19.9M2.15%Jul 27, 2026
Summit Financial, LLCReduce 4.62%-$17.9K$371K0.00%Aug 12, 2026
Tortuga Wealth Management, IncReduce 7.09%-$14.8K$194K0.15%Jul 31, 2026
Muzinich & Co., Inc.Added 0.35%+$14.1K$4M1.37%Jul 27, 2026
BFSG, LLCAdded 4.89%+$12.5K$268K0.02%Jul 20, 2026
Carnegie Lake Advisors LLCReduce 0.76%-$11.8K$1.56M0.58%Jul 24, 2026
Confluence Investment Management LLCReduce 0.87%-$11K$1.26M0.02%Jul 1, 2026
Guggenheim Capital LLCReduce 2.02%-$8.43K$410K0.00%Aug 12, 2026
Significant Wealth Partners LLCAdded 1.72%+$7.85K$465K0.50%Jul 14, 2026
Assetmark, IncAdded 3000.00%+$5.73K$5.92K0.00%Jul 30, 2026
Avaii Wealth Management, LLCAdded 0.69%+$4.22K$615K0.18%Aug 10, 2026
Blue Line Capital, LLC / ILAdded 2.49%+$3.71K$153K0.13%Jul 30, 2026
VPR Management LLCAdded 1.92%+$3.61K$192K0.08%Aug 14, 2026
Cohen Capital Management, Inc.Added 2.49%+$3.22K$133K0.02%Jul 8, 2026
Quarry LPNew Buy+$669$6690.00%Aug 14, 2026
JFS Wealth Advisors, LLCNew Buy+$466$4660.00%Jul 10, 2026
Steel Grove Capital Advisors, LLCAdded 0.04%+$310$843K0.08%Jul 28, 2026
Cresset Asset Management, LLCAdded 0.02%+$107$473K0.00%Aug 14, 2026
Mountain Hill Investment Partners Corp.Added 2.86%+$12$4310.00%Jul 16, 2026

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