Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

OXFORD SQUARE CAP CORP (OXSQ)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -9
Streak
1Q ▼
Buyers last Q
36%

Smart Money Signals — OXSQ

Based on 51 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their OXSQ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 85% of 3.0Y peak

85% of all-time peak
51 funds currently hold this stock — 85% of the 3.0-year high of 60 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 4% fewer funds vs a year ago

fund count last 6Q
2 fewer hedge funds hold OXSQ compared to a year ago (-4% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 36% buying

20 buying36 selling
Last quarter: 36 funds sold vs only 20 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 10 → 9 → 16 → 8. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

55% of holders stayed for 2+ years

55% conviction (2yr+) 24% medium 22% new
28 out of 51 hedge funds have held OXSQ 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.
➡️

Steady discovery — ~8 new funds/quarter

16 → 10 → 9 → 16 → 8 new funds/Q
New funds entering each quarter: 10 → 9 → 16 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 55% of holders stayed 2+ years

55% veterans 12% 1-2yr 33% new
Of 51 current holders: 28 (55%) 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 — 28% AUM from major funds

28% from top-100 AUM funds
10 of 51 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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: OXSQ

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

Market Analysis: OXSQ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OXSQ

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: OXSQ
2026 Q1 Stats Unlock in 21 days 51 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 51 61 -16.39%
13F Shares 4M 6M -31.72%
Total Value $7M $10M -24.68%
New Positions 8 16 -8
Increased Positions 12 21 -9
Closed Positions 18 6 +12
Reduced Positions 19 16 +3
Total Calls 0 1 -100.0%
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 1.0 Bullish

Statistics: OXSQ

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

51 + investors

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

Top 6 institutional holders of OXSQ — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Silverberg Bernstein Capital Management LLC 0.10% 106,710 $189K
2 BostonPremier Wealth LLC 0.02% 26,026 $46K
3 LifeSteps Financial, Inc. 0.01% 10,000 $18K
4 KENNEDY INVESTMENT GROUP, INC. 0.01% 12,492 $22K
5 Community Financial Services Group, LLC 0.00% 515
6 CoreCap Advisors, LLC 0.00% 1,041 $2K
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 SQUARE CAP CORP (OXSQ)

What does the Smart Money Trend signal show for OXSQ?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their OXSQ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for OXSQ?

Heavy selling pressure — only 36% buying: Last quarter: 36 funds sold vs only 20 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for OXSQ holders?

Strong quality — 28% AUM from major funds: 10 of 51 holders rank in the top 100 by AUM, accounting for 28% 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 OXSQ?

55% of holders stayed for 2+ years: 28 out of 51 hedge funds have held OXSQ 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.