Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

OAKTREE SPECIALTY LENDING (OCSL)

189 + Investors. Track Smart Money conviction in OCSL. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +17
Streak
1Q ▲
Buyers last Q
50%

Smart Money Signals — OCSL

Based on 186 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added OCSL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
186 hedge funds hold OCSL right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding OCSL is almost the same as a year ago (-1 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 50% buying

97 buying97 selling
Last quarter: 97 funds bought or added vs 97 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+24 vs last Q)

new funds entering per quarter
Funds opening a new OCSL position: 27 → 23 → 21 → 45. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 34% medium ■ 25% new
77 out of 186 hedge funds have held OCSL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +5%, value -98%

Value
-98%
Shares
+4%
Last quarter: funds added +5% more shares while total portfolio value only changed -98%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

42 → 27 → 23 → 21 → 45 new funds/Q
New funds entering each quarter: 27 → 23 → 21 → 45. A growing number of institutions are discovering OCSL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 51% of holders stayed 2+ years

■ 51% veterans ■ 16% 1-2yr ■ 33% new
Of 189 current holders: 96 (51%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds
17 of 186 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: OCSL

How many hedge funds hold OCSL — quarterly history vs. share price
Quarterly hedge fund ownership of OCSL vs. share price

Market Analysis: OCSL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OCSL

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

27 top-rated funds 1 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: OCSL
2026 Q1 Stats Unlock in 9 days 189 + Investors

Track Smart Money conviction in OCSL. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 189 172 9.88%
13F Shares 33M 31M 4.94%
Total Value $420M $24.57B -98.29%
New Positions 45 21 +24
Increased Positions 55 69 -14
Closed Positions 28 33 -5
Reduced Positions 74 61 +13
Total Calls 1 1 -
Total Puts 3 2 50.0%
PUT/CALL Ratio 3.0 2.0 Bearish

Statistics: OCSL

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

189 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in OCSL. Verified SEC 13F-HR filings.

Top 25 institutional holders of OCSL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Melia Wealth LLC 6.79% 1,241,101 $14.0M
2 PANORAMIC INVESTMENT ADVISORS, LLC 6.79% 1,241,204 $14.0M
3 Beach Point Capital Management LP 4.94% 1,111,559 $12.6M
4 BRUNI J V & CO /CO 2.95% 2,497,874 $28.2M
5 Triad Investment Management 2.57% 599,036 $7.0M
6 Muzinich & Co., Inc. 1.32% 333,559 $3.8M
7 PRIVATE MANAGEMENT GROUP INC 1.21% 3,721,494 $42.1M
8 SBE LLC DBA CEDAR COVE WEALTH PARTNERS 0.75% 126,321 $1.4M
9 Carnegie Lake Advisors LLC 0.59% 131,340 $1.5M
10 Old Port Advisors 0.55% 212,288 $2.4M
11 Significant Wealth Partners LLC 0.53% 38,276 $433K
12 Generali Asset Management SPA SGR 0.49% 2,087,981 $23.6M
13 Plan Group Financial, LLC 0.43% 161,006 $1.8M
14 United Advisor Group, LLC 0.40% 285,643 $3.2M
15 WEALTHEDGE INVESTMENT ADVISORS, LLC 0.28% 68,037 $769K
16 Tortuga Wealth Management, Inc 0.25% 18,446 $235K
17 Naviter Wealth, LLC 0.23% 166,080 $1.9M
18 FIDUCIARY FINANCIAL GROUP, LLC 0.23% 154,044 $1.7M
19 AVAII WEALTH MANAGEMENT, LLC 0.20% 51,170 $578K
20 NewGen Asset Management Ltd 0.18% 40,500 $458K
21 Sunbeam Capital Management, LLC 0.12% 19,085 $216K
22 MQS Management LLC 0.12% 16,076 $182K
23 DENALI ADVISORS LLC 0.12% 96,350 $1.1M
24 STEEL GROVE CAPITAL ADVISORS, LLC 0.08% 70,537 $797K
25 BLUEFIN CAPITAL MANAGEMENT, LLC 0.08% 25,600 $326K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — OAKTREE SPECIALTY LENDING (OCSL)

What does the Smart Money Trend signal show for OCSL?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added OCSL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for OCSL?

Slight buying edge — 50% buying: Last quarter: 97 funds bought or added vs 97 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for OCSL holders?

Strong quality — 24% AUM from major funds: 17 of 186 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held OCSL?

41% of holders stayed for 2+ years: 77 out of 186 hedge funds have held OCSL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.