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Oxford Lane Capital Corp. hedge fund holdings

OXLCNASDAQ
$8.93+0.02 (+0.22% today)

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

OXLC · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (-46.6%). 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 20257337$23.9M$7.53M145Aug 14, 2025
Q3 20255684$81.6M$27M92Nov 14, 2025
Q4 20255448$63.7M$35.9M106Feb 14, 2026
Q1 20264845$114M$39.9M84May 15, 2026
Q2 20264626$40.9M$41.1M89Aug 14, 2026

Quarterly action breakdown

Q2 2026
89 filers
New position
19
$2.98M+340K sh
Increased
27
$37.9M+4.33M sh
Reduced
15
-$16.6M-1.89M sh
Out / sold
11
-$24.6M-2.8M sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Kohlberg Kravis Roberts & Co. L.P.Reduce 44.43%-$12.4M$15.5M0.27%Aug 14, 2026
Jain Global LLCAdded 1435.98%+$8.33M$8.91M0.04%Aug 14, 2026
Border to Coast Pensions Partnership LtdSell 100%-$4.32M$00.00%Jul 27, 2026
Thomas J. Herzfeld Advisors, Inc.Sell 100%-$2.18M$00.00%Aug 10, 2026
BI Asset Management Fondsmaeglerselskab A/SReduce 75.00%-$1.07M$357K0.00%Aug 10, 2026
Simplify Asset Management Inc.Sell 100%-$978K$00.00%Jul 16, 2026
GatePass Capital, LLCSell 100%-$883K$00.00%Jul 30, 2026
VARCOV Co.New Buy+$648K$648K0.25%Aug 14, 2026
Virtus Investment Advisers, LLCReduce 26.43%-$483K$1.34M0.31%Aug 11, 2026
Lido Advisors, LLCSell 100%-$454K$00.00%Aug 7, 2026
OneAscent Family Office, LLCNew Buy+$407K$407K0.21%Aug 11, 2026
Wedbush Securities IncReduce 27.71%-$323K$843K0.02%Jul 28, 2026
Samalin Investment Counsel, LLCReduce 42.65%-$303K$408K0.13%Jul 27, 2026
Cordoba Advisory Partners LLCAdded 188.49%+$246K$376K0.08%Jul 21, 2026
North Ground CapitalSell 100%-$245K$00.00%Aug 13, 2026
Attessa Capital LLCNew Buy+$151K$151K0.07%Jul 8, 2026
Delta Investment Management, LLCSell 100%-$111K$00.00%Aug 13, 2026
Park Avenue Securities LLCNew Buy+$106K$106K0.00%Jul 20, 2026
Freestone Capital Holdings, LLCReduce 4.50%-$87.2K$1.85M0.05%Jul 31, 2026
Ares Management LLCAdded 3.82%+$86.5K$2.35M0.10%Aug 14, 2026
Legacy Wealth Managment, LLCSell 100%-$58.8K$00.00%Aug 13, 2026
Snowden Capital Advisors LLCAdded 32.14%+$57.8K$238K0.01%Aug 13, 2026
Security National BankNew Buy+$35K$35K0.00%Jul 15, 2026
Sound Income Strategies, LLCSell 100%-$30K$00.00%Jul 20, 2026
Founders Financial Alliance, LLCReduce 3.07%-$24.7K$778K0.10%Aug 4, 2026
Wesbanco Bank IncAdded 6.65%+$17.5K$281K0.01%Jul 28, 2026
Capital CS Group, LLCAdded 8.32%+$13.8K$179K0.14%Aug 12, 2026
Eight 31 Financial, LLCAdded 6.45%+$13.4K$221K0.13%Aug 13, 2026
Pinnacle Wealth Planning Services, Inc.Added 17.96%+$9.85K$64.7K0.01%Aug 7, 2026
Prospera Financial Services IncAdded 3.60%+$6.76K$194K0.00%Jul 15, 2026
Fermata Advisors, LLCAdded 4.60%+$6.66K$152K0.03%Jul 7, 2026
WPG Advisers, LLCAdded 17.55%+$6.02K$40.3K0.02%Aug 6, 2026
IFG Advisory, LLCNew Buy+$2.63K$2.63K0.00%Aug 14, 2026
Triumph Capital ManagementReduce 5.55%-$2.23K$38K0.01%Jul 21, 2026
Bangor Savings BankNew Buy+$1.31K$1.31K0.00%Jul 6, 2026
Continuum Advisory, LLCNew Buy+$1.28K$1.28K0.00%Aug 6, 2026
JFS Wealth Advisors, LLCNew Buy+$228$2280.00%Jul 10, 2026
Avion WealthAdded 6.46%+$182$3K0.00%Jul 31, 2026
Quarry LPNew Buy+$35$350.00%Aug 14, 2026

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