OAKTREE SPECIALTY LENDING (OCSL) is held by 71 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is MORGAN STANLEY as of Q1 2026.

Are institutions buying or selling OCSL?

In Q1 2026, 32 institutions opened or increased positions in OAKTREE SPECIALTY LENDING while 41 reduced or exited — a net selling quarter.

What is the Smart Money Verdict on OCSL?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for OAKTREE SPECIALTY LENDING.

How many hedge funds hold OCSL?

71 institutional investors report holding OAKTREE SPECIALTY LENDING (OCSL) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into OCSL?

As of Q1 2026, tracked institutions in OAKTREE SPECIALTY LENDING show 32 buyers versus 41 sellers — net outflows.

OAKTREE SPECIALTY LENDING

OCSL·67401P405·US·Common Stock·Financial Services - Asset Management

Holders

Avg rating(23 Elite)

$151.1M

Total Value

44% (85)

Fund Consensus

32 buying - 41 selling

Smart Money Verdict

View all

Held by 71 funds

23 elite

Who's Trading

InsiderGAGero Deborah AnnBuy $22KMar 16, 2026

InsiderCRCALDWELL PHYLLIS RBuy $27KMar 16, 2026

InsiderCRCALDWELL PHYLLIS RBuy $13KSep 15, 2025

InsiderCRCALDWELL PHYLLIS RBuy $329.75Sep 15, 2025

InsiderCRCALDWELL PHYLLIS RBuy $26KSep 15, 2025

InsiderGAGero Deborah AnnBuy $34KJun 30, 2025

InsiderPAPanossian ArmenBuy $113KMay 15, 2025

View all insider trades

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Decreased	2.6M(-13.4%)	$28.9M	0.0%	-19.29%	0
OAKTREE CAPITAL MANAGEMENT LP	Unchanged	1.9M	$20.9M	0.3%	-5.16%	0
UBS Group AG	Increased	1.4M(+2.7%)	$15.5M	0.0%	-7.56%	29
TWO SIGMA INVESTMENTS, LP	Increased	883,261(+19.4%)	$10M	0.0%	-5.20%	33
Russell Investments Group, Ltd.	Increased	720,718(+199.7%)	$8.1M	0.0%	+1.90%	44
Legal & General Group Plc	Increased	685,013(+11.1%)	$7.8M	0.0%	+10.09%	30
ROYAL BANK OF CANADA	Increased	479,660(+4.0%)	$5.4M	0.0%	-9.46%	28
RAYMOND JAMES FINANCIAL INC	Increased	424,023(+6.8%)	$4.8M	0.0%	-5.96%	29
BlackRock, Inc.	Decreased	341,857(-20.6%)	$3.9M	0.0%	-9.10%	0
CITADEL ADVISORS LLC	Increased	341,616(+857.0%)	$3.9M	0.0%	+4.54%	43
Sumitomo Mitsui Trust Group, Inc.	Unchanged	310,875	$3.5M	0.0%	+22.52%	0
HighTower Advisors, LLC	Increased	308,187(+70.1%)	$3.5M	0.0%	-4.11%	39
OSAIC HOLDINGS, INC.	Increased	235,554(+32.5%)	$2.7M	0.0%	-14.49%	34
WELLS FARGO & COMPANY/MN	Increased	231,068(+36.2%)	$2.6M	0.0%	-15.67%	34
TORONTO DOMINION BANK	Unchanged	207,000	$2.3M	0.0%	-5.61%	0
FWFocus Partners Wealth	Decreased	199,908(-7.3%)	$2.3M	0.0%	-5.61%	0
LOOMIS SAYLES & CO L P	Unchanged	176,666	$2M	0.0%	-14.53%	0
LAZARD ASSET MANAGEMENT LLC	Decreased	143,561(-3.2%)	$1.6M	0.0%	-11.33%	0
DnB Asset Management AS	Unchanged	133,418	$1.5M	0.0%	+1.09%	0
Lido Advisors, LLC	Decreased	116,878(-0.3%)	$1.3M	0.0%	-20.42%	0