Oxford Lane Cap Corp.
13F holders, Q2 2025 (June 30)149holders +9
31new positions
21sold out
1famous investor
$4.20avg. 13F price*
At the end of Q2 2025, 149 institutions reported holding Oxford Lane Cap Corp. in their 13F filings, up 9 from Q1 2025. 31 opened new positions and 21 sold out. The largest holders were Border to Coast Pensions Partnership Ltd ($9.2M), Morgan Stanley ($8.2M) and Citadel Advisors ($7.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Oxford Lane Cap Corp.
- CUSIP
- 691543102
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $8.1M |
| Exits | 21 | $2.3M |
All 13F filers, Q1 2025 → Q2 2025: 5,847,754 shares bought and 1,330,859 shares sold, net +4,516,895 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 149 holders
| Border to Coast Pensions Partnership Ltd | 0.17% | No change | 2,200,000 | $9.2M |
| Morgan Stanley | 0.00% | Add +101.2% | 1,954,687 | $8.2M |
| Citadel Advisors | 0.01% | Add +1320.7% | 1,655,394 | $7.0M |
| Wedbush Securities Inc. | 0.22% | Add +11.2% | 1,516,297 | $6.4M |
| Realta Investment Advisors | 2.06% | Reduce -0.6% | 1,243,900 | $5.2M |
| LPL Financial LLC | 0.00% | Reduce -27.5% | 917,424 | $3.9M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +3.4% | 682,335 | $2.9M |
| Jane Street Group, LLC | 0.00% | New | 594,696 | $2.5M |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.3% | 587,450 | $2.5M |
| Geneos Wealth Management Inc. | 0.06% | Add +8.1% | 579,347 | $2.4M |
| Delphi Financial Group, Inc. | 1.70% | Reduce -6.1% | 560,153 | $2.4M |
| Virtu Financial LLC | 0.10% | New | 454,325 | $1.9M |
| Independent Financial Group, LLC | 0.05% | Add +4.1% | 445,323 | $1.9M |
| Triumph Capital Management | 0.56% | Add +35.9% | 441,779 | $1.9M |
| Transce3nd, LLC | 0.74% | Add +63.3% | 415,326 | $1.7M |
| Freestone Capital Holdings, LLC | 0.05% | Add +28.3% | 355,605 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +22.7% | 347,344 | $1.5M |
| M&T Bank Corp | 0.00% | No change | 306,884 | $1.3M |
| &partners | 0.01% | Add +5.1% | 305,307 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Add +0.8% | 276,514 | $1.2M |
| Oppenheimer & Co. Inc. | 0.01% | Add +38.8% | 260,956 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -10.4% | 230,071 | $966K |
| Founders Financial Alliance, LLC | 0.22% | Reduce -1.8% | 225,578 | $947K |
| Raymond James Financial Inc. | 0.00% | Add +0.4% | 216,966 | $911K |
| Samalin Investment Counsel, LLC | 0.32% | Reduce -1.4% | 195,696 | $822K |
| Arlington Capital Management, Inc. | 0.67% | Add +21.6% | 183,979 | $773K |
| Jump Financial, LLC | 0.01% | New | 165,964 | $697K |
| Wesbanco Bank Inc. | 0.02% | Add +1343.9% | 147,409 | $619K |
| Choreo, LLC | 0.01% | Add +0.6% | 146,408 | $615K |
| Squarepoint Ops LLC | 0.00% | Add +12.6% | 137,834 | $579K |
| Buska Wealth Management, LLC | 0.16% | Add +39.4% | 136,450 | $573K |
| Aptus Capital Advisors, LLC | 0.01% | Add +1.6% | 136,048 | $571K |
| Cetera Investment Advisers | 0.00% | Add +18.3% | 132,074 | $555K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -55.7% | 128,318 | $539K |
| CastleKnight Management LP | 0.03% | No change | 97,000 | $407K |
| Allworth Financial LP | 0.00% | Add +3655.8% | 95,209 | $400K |
| Apollon Wealth Management, LLC | 0.01% | Add +62.8% | 93,118 | $391K |
| Cura Wealth Advisors, LLC | 0.18% | Add +128.1% | 91,238 | $383K |
| Eight 31 Financial, LLC | 0.25% | New | 90,163 | $379K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.6% | 86,712 | $356K |
| Prospera Financial Services Inc | 0.01% | Add +15.9% | 77,881 | $327K |
| CFO4Life Group, LLC | 0.05% | No change | 73,410 | $308K |
| Susquehanna International Group, LLP | 0.00% | New | 70,351 | $295K |
| National Bank of Canada | 0.00% | New | 69,423 | $290K |
| Sage Capital Advisors,llc | 0.07% | Reduce -4.0% | 65,940 | $277K |
| GatePass Capital, LLC | 0.18% | New | 62,900 | $264K |
| Money Concepts Capital Corp. | 0.02% | Reduce -16.9% | 62,665 | $263K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | No change | 62,164 | $261K |
| D.A. Davidson & Co. | 0.00% | Add +59.6% | 57,696 | $242K |
| UBS Group AG | 0.00% | Reduce -70.4% | 57,007 | $239K |
| Cary Street Partners Financial LLC | 0.01% | New | 56,455 | $237K |
| Partners Wealth Management, LLC | 0.26% | No change | 46,702 | $225K |
| Lido Advisors, LLC | 0.00% | Add +0.0% | 51,433 | $216K |
| TT Capital Management LLC | 0.16% | New | 47,050 | $198K |
| Capital CS Group, LLC | 0.31% | Add +6.5% | 45,587 | $191K |
| Wells Fargo & Company | 0.00% | Add +81.7% | 45,557 | $191K |
| Mgo One Seven LLC | 0.01% | Add +63.5% | 44,889 | $189K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 44,552 | $187K |
| Fermata Advisors, LLC | 0.05% | Add +7.2% | 43,295 | $182K |
| Mariner, LLC | 0.00% | Add +105.2% | 42,057 | $177K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +33.7% | 41,977 | $176K |
| CoreCap Advisors, LLC | 0.01% | Add +28.0% | 40,485 | $170K |
| Marks Wealth, LLC | 0.05% | Add +26.1% | 40,012 | $168K |
| Summitry LLC | 0.01% | No change | 40,000 | $168K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -2.5% | 39,400 | $165K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.02% | Add +74.2% | 36,904 | $155K |
| HighTower Advisors, LLC | 0.00% | Add +8.2% | 35,249 | $148K |
| Essex Financial Services, Inc. | 0.01% | Add +17.2% | 34,089 | $143K |
| Financial Guidance Group, Inc. | 0.07% | Add +6.5% | 33,924 | $142K |
| L.M. Kohn & Company | 0.04% | Reduce -0.1% | 32,700 | $137K |
| Parisi Gray Wealth Management | 0.04% | No change | 32,000 | $134K |
| International Assets Investment Management, LLC | 0.01% | New | 36,900 | $134K |
| Moors & Cabot, Inc. | 0.01% | Add +0.5% | 30,500 | $128K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -3.6% | 30,000 | $126K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -7.8% | 29,139 | $122K |
| Waddell & Associates, LLC | 0.01% | Add +5.2% | 27,474 | $115K |
| Two Sigma Securities, LLC | 0.01% | New | 27,313 | $115K |
| Joule Financial, LLC | 0.04% | No change | 26,794 | $113K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -1.1% | 26,790 | $113K |
| Keybank National Association | 0.00% | New | 25,500 | $107K |
| World Investment Advisors | 0.00% | Reduce -7.5% | 24,500 | $103K |
| McIlrath & Eck, LLC | 0.01% | Add +120.1% | 23,464 | $99K |
| Belpointe Asset Management LLC | 0.00% | Add +6.2% | 22,861 | $96K |
| B. Riley Wealth Advisors, Inc. | 0.00% | Add +2.7% | 22,725 | $95K |
| Stifel Financial Corp. | 0.00% | Add +90.4% | 22,118 | $93K |
| Firethorn Wealth Partners, LLC | 0.04% | Add +6.2% | 22,020 | $92K |
| MAI Capital Management | 0.00% | Add +6.5% | 20,240 | $85K |
| Abel Hall, LLC | 0.04% | New | 20,000 | $84K |
| K2 Principal Fund, L.P. | 0.04% | Add +100.0% | 20,000 | $84K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +25.0% | 20,000 | $84K |
| Avidian Wealth Enterprises, LLC | 0.00% | No change | 19,976 | $84K |
| Evoke Wealth, LLC | 0.00% | No change | 19,687 | $83K |
| Beacon Financial Advisory LLC | 0.02% | Add +10.6% | 19,392 | $81K |
| Calton & Associates, Inc. | 0.01% | Reduce -21.9% | 17,606 | $74K |
| Merit Financial Group, LLC | 0.00% | New | 17,047 | $72K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -0.7% | 16,761 | $70K |
| XTX Topco Ltd | 0.00% | New | 16,518 | $69K |
| Freestate Advisors LLC | 0.06% | Add +6.5% | 16,264 | $68K |
| NewEdge Advisors, LLC | 0.00% | Reduce -46.0% | 15,843 | $67K |
| Brookstone Capital Management | 0.00% | Add +38.9% | 15,560 | $65K |
| One Capital Management, LLC | 0.00% | Add +18.1% | 15,360 | $65K |
| Tradewinds, LLC. | 0.05% | New | 15,323 | $64K |
| Merkkuri Wealth Advisors LLC | 0.05% | Reduce -0.9% | 15,323 | $64K |
| Semmax Financial Advisors Inc. | 0.02% | New | 19,336 | $64K |
| Mutual Advisors, LLC | 0.00% | Reduce -39.3% | 17,621 | $64K |
| Arkadios Wealth Advisors | 0.00% | Add +6.2% | 14,924 | $63K |
| Waverly Advisors, LLC | 0.00% | Add +0.0% | 14,765 | $62K |
| Basepoint Wealth LLC | 0.05% | New | 14,546 | $61K |
| Bank of America Corp. | 0.00% | Reduce -59.3% | 14,063 | $59K |
| PFG Investments, LLC | 0.00% | Reduce -16.4% | 13,827 | $58K |
| Creative Planning | 0.00% | Reduce -13.4% | 13,687 | $57K |
| Foundations Investment Advisors, LLC | 0.00% | Add +8.2% | 13,156 | $55K |
| MML Investors Services, LLC | 0.00% | Add +0.2% | 13,071 | $55K |
| Fingerlakes Wealth Management, Inc. | 0.04% | New | 12,874 | $54K |
| Valtinson Bruner Financial Planning LLC | 0.02% | Add +7.6% | 12,622 | $53K |
| National Wealth Management Group, LLC | 0.03% | New | 12,514 | $53K |
| Barnes Wealth Management Group, Inc | 0.03% | New | 12,200 | $51K |
| Precision Wealth Strategies, LLC | 0.02% | No change | 12,000 | $50K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 11,442 | $48K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 11,250 | $47K |
| US Bancorp \de | 0.00% | Add +69.6% | 10,685 | $45K |
| Capital Investment Advisors, LLC | 0.00% | New | 10,634 | $45K |
| Walkner Condon Financial Advisors LLC | 0.01% | No change | 10,099 | $42K |
| Captrust Financial Advisors | 0.00% | Reduce -11.2% | 10,099 | $42K |
| Cornell Pochily Investment Advisors, Inc. | 0.01% | No change | 10,064 | $42K |
| Titleist Asset Management, LLC | 0.00% | No change | 10,000 | $42K |
| Insigneo Advisory Services, LLC | 0.00% | No change | 10,000 | $42K |
| Quilter Plc | 0.00% | No change | 10,000 | $42K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -52.1% | 9,733 | $41K |
| Nova Wealth Management, Inc. | 0.03% | No change | 8,110 | $34K |
| Aventura Private Wealth, LLC | 0.01% | Add +14.3% | 8,000 | $34K |
| Cary Street Partners Investment Advisory LLC | 0.02% | New | 7,500 | $32K |
| Ameritas Advisory Services, LLC | 0.00% | New | 6,736 | $28K |
| AdvisorNet Financial, Inc | 0.00% | Add +92.5% | 6,198 | $26K |
| SWAN Capital LLC | 0.01% | No change | 5,878 | $25K |
| Red Tortoise LLC | 0.01% | New | 5,195 | $22K |
| Royal Bank of Canada | 0.00% | New | 4,268 | $18K |
| Cantor Fitzgerald, L. P. | 0.00% | New | 3,908 | $16K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -5.4% | 1,251 | $6K |
| WPG Advisers, LLC | 0.00% | New | 1,397 | $6K |
| Accredited Wealth Management, LLC | 0.00% | No change | 1,000 | $4K |
| IMG Wealth Management, Inc. | 0.00% | No change | 955 | $4K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 943 | $4K |
| Legacy Investment Solutions, LLC | 0.00% | — | 556 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | New | 556 | $2K |
| Cwm, LLC | 0.00% | Reduce -41.6% | 349 | $1K |
| FMR LLC | 0.00% | No change | 223 | $937 |
| BlackRock, Inc. | 0.00% | No change | 7 | $28 |
| Danske Bank A/S | 0.00% | Reduce -58.3% | 5 | $21 |
"% 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.