Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Oxford Lane Cap Corp (OXLC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
1Q ▲
Buyers last Q
60%

Smart Money Signals — OXLC

Based on 95 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added OXLC 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.
🔻

Below peak — only 66% of 3.0Y high

66% of all-time peak
Only 95 funds hold OXLC today versus a peak of 143 funds at 2024 Q4 — just 66% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📉

Outflows — 34% fewer funds vs a year ago

fund count last 6Q
48 fewer hedge funds hold OXLC compared to a year ago (-34% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟢

More buyers than sellers — 60% buying

61 buying41 selling
Last quarter: 61 funds were net buyers (30 opened a brand new position + 31 added to an existing one). Only 41 were sellers (20 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+12 vs last Q)

new funds entering per quarter
Funds opening a new OXLC position: 25 → 39 → 18 → 30. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

40% of holders stayed for 2+ years

■ 40% conviction (2yr+) ■ 27% medium ■ 33% new
38 out of 95 hedge funds have held OXLC 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.
📊

Peak discovery — momentum slowing

30 → 25 → 39 → 18 → 30 new funds/Q
New funds entering each quarter: 25 → 39 → 18 → 30. OXLC is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 48% veterans vs 36% newcomers

■ 48% veterans ■ 16% 1-2yr ■ 36% new
Entry-cohort mix of 95 holders: 46 (48%) are 2+ year veterans, 15 entered 1–2 years ago, and 34 (36%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
13 of 95 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in OXLC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.1
out of 10
Low Exit Risk
Exit risk score 2.1/10 — 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.

Institutional Sentiment Summary — OXLC

In 2026 Q2, 61 hedge funds were net buyers of OXLC (30 opened a new position, 31 added to an existing one), while 41 reduced or exited (20 trimmed, 21 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. 48% of total institutional value in OXLC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 95.

Hedge Fund Ownership: OXLC

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

Market Analysis: OXLC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OXLC

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: OXLC
95 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 95 86 10.47%
13F Shares 17M 17M -4.13%
Total Value $145M $164M -11.17%
New Positions 30 18 +12
Increased Positions 31 35 -4
Closed Positions 21 42 -21
Reduced Positions 20 23 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: OXLC

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Institutional Holders (2026 Q2)

95 + investors

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

QUARTER:
Top 25 OXLC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Eagle Point Credit Management LLC 11.04% 834,459 $7.3M
2 Delphi Financial Group, INC. 0.63% 145,030 $1.3M
3 Polar Asset Management Partners Inc. 0.34% 2,350,000 $20.6M
4 Virtus Investment Advisers, LLC 0.31% 153,504 $1.3M
5 Alpine Global Management, LLC 0.28% 198,112 $1.7M
6 Kohlberg Kravis Roberts & Co. L.P. 0.27% 1,771,302 $15.5M
7 VARCOV Co. 0.25% 73,928 $648K
8 OneAscent Family Office, LLC 0.21% 46,457 $407K
9 Advisory Solutions Group, LLC 0.19% 62,942 $551K
10 Capital CS Group, LLC 0.14% 20,472 $179K
11 Eight 31 Financial, LLC 0.13% 25,253 $221K
12 Samalin Investment Counsel, LLC 0.13% 46,529 $408K
13 Founders Financial Alliance, LLC 0.10% 88,808 $778K
14 Ares Management LLC 0.10% 268,564 $2.4M
15 Cordoba Advisory Partners LLC 0.08% 42,881 $376K
16 Attessa Capital LLC 0.07% 17,262 $151K
17 Freestone Capital Holdings, LLC 0.05% 211,424 $1.9M
18 Cura Wealth Advisors, LLC 0.04% 10,247 $90K
19 Jain Global LLC 0.04% 1,017,585 $8.9M
20 Fermata Advisors, LLC 0.03% 17,297 $152K
21 Abel Hall, LLC 0.03% 20,000 $175K
22 J.W. Cole Advisors, INC. 0.03% 167,521 $1.5M
23 WPG Advisers, LLC 0.02% 4,601 $40K
24 Parisi Gray Wealth Management 0.02% 10,000 $88K
25 Two Sigma Securities, LLC 0.02% 22,057 $193K
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 — Oxford Lane Cap Corp (OXLC)

What does the Smart Money Trend signal show for OXLC?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added OXLC 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 OXLC?

More buyers than sellers — 60% buying: Last quarter: 61 funds were net buyers (30 opened a brand new position + 31 added to an existing one). Only 41 were sellers (20 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for OXLC holders?

Elite ownership — 48% AUM from top-100 funds: 13 of 95 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in OXLC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held OXLC?

40% of holders stayed for 2+ years: 38 out of 95 hedge funds have held OXLC 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.

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