Oxford Lane Cap Corp.
13F holders, Q1 2025 (March 31)140holders −9
26new positions
32sold out
2famous investors
$4.72avg. 13F price*
At the end of Q1 2025, 140 institutions reported holding Oxford Lane Cap Corp. in their 13F filings, down 9 from Q4 2024. 26 opened new positions and 32 sold out. The largest holders were Border to Coast Pensions Partnership Ltd ($10.4M), Wedbush Securities Inc. ($6.4M) and LPL Financial LLC ($6.0M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Oxford Lane Cap Corp.
- CUSIP
- 691543102
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $4.1M |
| Exits | 32 | $12.4M |
All 13F filers, Q4 2024 → Q1 2025: 4,498,627 shares bought and 3,626,157 shares sold, net +872,470 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 140 holders
| Border to Coast Pensions Partnership Ltd | 0.21% | Add +18.9% | 2,200,000 | $10.4M |
| Wedbush Securities Inc. | 0.24% | Add +14.5% | 1,364,214 | $6.4M |
| LPL Financial LLC | 0.00% | Add +41.0% | 1,264,958 | $6.0M |
| Realta Investment Advisors | 2.69% | Add +21.4% | 1,250,737 | $5.9M |
| Morgan Stanley | 0.00% | Add +96.2% | 971,364 | $4.6M |
| J.W. Cole Advisors, Inc. | 0.10% | Add +130.6% | 659,970 | $3.1M |
| Osaic Holdings, Inc. | 0.01% | Add +16.1% | 614,176 | $2.9M |
| Delphi Financial Group, Inc. | 1.73% | Add +33.8% | 596,687 | $2.8M |
| Geneos Wealth Management Inc. | 0.08% | Add +1.7% | 536,017 | $2.5M |
| Independent Financial Group, LLC | 0.07% | Add +0.5% | 427,888 | $2.0M |
| Triumph Capital Management | 0.51% | Add +8.4% | 324,971 | $1.5M |
| M&T Bank Corp | 0.01% | Add +540.8% | 306,884 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.0% | 289,376 | $1.4M |
| &partners | 0.01% | Add +3.1% | 290,543 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +36.1% | 283,021 | $1.3M |
| Freestone Capital Holdings, LLC | 0.05% | New | 277,165 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Add +44.1% | 274,217 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +14.3% | 256,656 | $1.2M |
| Transce3nd, LLC | 0.54% | Add +200.7% | 254,332 | $1.2M |
| Founders Financial Alliance, LLC | 0.26% | Add +14.1% | 229,813 | $1.1M |
| Raymond James Financial Inc. | 0.00% | Add +1.6% | 216,182 | $1.0M |
| Samalin Investment Counsel, LLC | 0.38% | Add +8.2% | 198,488 | $937K |
| UBS Group AG | 0.00% | Add +352.2% | 192,778 | $910K |
| Oppenheimer & Co. Inc. | 0.01% | Add +18.5% | 187,966 | $887K |
| Arlington Capital Management, Inc. | 0.54% | Reduce -16.5% | 151,357 | $714K |
| Choreo, LLC | 0.01% | Add +1348.8% | 145,590 | $687K |
| Aptus Capital Advisors, LLC | 0.01% | Add +2.0% | 133,973 | $632K |
| Squarepoint Ops LLC | 0.00% | Add +68.2% | 122,376 | $578K |
| Citadel Advisors | 0.00% | Reduce -87.9% | 116,519 | $550K |
| Cetera Investment Advisers | 0.00% | Add +39.2% | 111,663 | $527K |
| Buska Wealth Management, LLC | 0.14% | New | 97,900 | $462K |
| CastleKnight Management LP | 0.05% | No change | 97,000 | $458K |
| Sheaff Brock Investment Advisors, LLC | 0.04% | Add +48.4% | 92,620 | $437K |
| Envestnet Asset Management Inc. | 0.00% | Add +195.2% | 89,025 | $420K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -1.2% | 83,064 | $394K |
| Money Concepts Capital Corp. | 0.03% | New | 75,457 | $356K |
| CFO4Life Group, LLC | 0.06% | Add +2.1% | 73,410 | $346K |
| Sage Capital Advisors,llc | 0.09% | Add +7.4% | 68,663 | $324K |
| Prospera Financial Services Inc | 0.01% | Add +31.0% | 67,178 | $317K |
| Bard Associates Inc. | 0.11% | No change | 63,567 | $300K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | Add +3.8% | 62,164 | $293K |
| Sigma Planning Corp | 0.01% | Reduce -12.7% | 57,495 | $271K |
| Apollon Wealth Management, LLC | 0.01% | No change | 57,212 | $270K |
| Lido Advisors, LLC | 0.00% | Reduce -5.5% | 51,429 | $243K |
| Partners Wealth Management, LLC | 0.25% | Add +14.7% | 46,702 | $220K |
| Capital CS Group, LLC | 0.34% | Add +39.3% | 42,802 | $202K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 40,400 | $191K |
| Fermata Advisors, LLC | 0.03% | New | 40,383 | $191K |
| Cura Wealth Advisors, LLC | 0.08% | Add +100.0% | 40,000 | $189K |
| Summitry LLC | 0.01% | Add +33.3% | 40,000 | $189K |
| D.A. Davidson & Co. | 0.00% | Add +31.6% | 36,142 | $171K |
| Engineers Gate Manager LP | 0.00% | New | 34,826 | $164K |
| Bank of America Corp. | 0.00% | Add +6.2% | 34,513 | $163K |
| L.M. Kohn & Company | 0.04% | New | 32,720 | $154K |
| HighTower Advisors, LLC | 0.00% | Add +41.6% | 32,585 | $154K |
| Parisi Gray Wealth Management | 0.05% | Add +60.0% | 32,000 | $151K |
| Financial Guidance Group, Inc. | 0.08% | Add +8.9% | 31,849 | $150K |
| Marks Wealth, LLC | 0.06% | Add +47.2% | 31,737 | $150K |
| CoreCap Advisors, LLC | 0.01% | Reduce -31.6% | 31,632 | $149K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +2.0% | 31,599 | $149K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +71.6% | 31,400 | $148K |
| Integrated Wealth Concepts LLC | 0.00% | Add +70.5% | 31,136 | $147K |
| Moors & Cabot, Inc. | 0.01% | Add +23.9% | 30,350 | $143K |
| EP Wealth Advisors, LLC | 0.00% | New | 30,243 | $143K |
| Hohimer Wealth Management, LLC | 0.03% | Reduce -17.7% | 29,456 | $139K |
| NewEdge Advisors, LLC | 0.00% | Add +17.9% | 29,326 | $138K |
| Essex Financial Services, Inc. | 0.01% | Add +20.8% | 29,089 | $137K |
| Mutual Advisors, LLC | 0.00% | Add +8.3% | 29,014 | $133K |
| Mgo One Seven LLC | 0.01% | New | 27,450 | $130K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -0.2% | 27,090 | $128K |
| Joule Financial, LLC | 0.04% | Add +42.7% | 26,794 | $126K |
| World Investment Advisors | 0.00% | Reduce -0.0% | 26,500 | $125K |
| Waddell & Associates, LLC | 0.01% | Add +4.6% | 26,114 | $123K |
| Wells Fargo & Company | 0.00% | Add +835733.3% | 25,075 | $118K |
| DRW Securities, LLC | 0.01% | New | 23,722 | $112K |
| Vident Advisory, LLC | 0.00% | New | 23,506 | $111K |
| Calton & Associates, Inc. | 0.02% | New | 22,529 | $106K |
| B. Riley Wealth Advisors, Inc. | 0.00% | Reduce -2.4% | 22,125 | $104K |
| Belpointe Asset Management LLC | 0.01% | Add +43.9% | 21,521 | $102K |
| Millennium Management | 0.00% | New | 21,327 | $101K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.01% | Add +16.8% | 21,184 | $99K |
| Firethorn Wealth Partners, LLC | 0.05% | Add +5.6% | 20,733 | $98K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -9.1% | 20,332 | $98K |
| Mariner, LLC | 0.00% | Reduce -46.1% | 20,501 | $97K |
| Avidian Wealth Enterprises, LLC | 0.00% | No change | 19,976 | $94K |
| Evoke Wealth, LLC | 0.00% | No change | 19,687 | $93K |
| MAI Capital Management | 0.00% | Add +731.5% | 19,001 | $90K |
| RPG Investment Advisory, LLC | 0.01% | New | 19,000 | $90K |
| Beacon Financial Advisory LLC | 0.03% | Add +2.0% | 17,529 | $83K |
| Mercer Global Advisors Inc. | 0.00% | Add +1.7% | 17,042 | $80K |
| NorthCoast Asset Management LLC | 0.00% | Add +0.7% | 16,876 | $80K |
| PFG Investments, LLC | 0.01% | Reduce -29.2% | 16,549 | $78K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 16,000 | $76K |
| United Capital Financial Advisors, LLC | 0.00% | New | 15,938 | $75K |
| Creative Planning | 0.00% | Add +6.9% | 15,804 | $75K |
| Merkkuri Wealth Advisors LLC | 0.06% | Add +26.9% | 15,466 | $73K |
| Freestate Advisors LLC | 0.07% | Add +5.6% | 15,268 | $72K |
| Naviter Wealth, LLC | 0.01% | No change | 14,829 | $70K |
| Waverly Advisors, LLC | 0.00% | Add +0.2% | 14,762 | $70K |
| Arkadios Wealth Advisors | 0.00% | Add +7.4% | 14,053 | $66K |
"% of holder's portfolio" is OXFORD LANE CAP CORP's weight in each manager's 13F, not the share of Oxford Lane Cap Corp. the manager owns.