Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Oxford Square Cap Corp (OXSQ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
2Q ▼
Buyers last Q
49%

Smart Money Signals — OXSQ

Based on 49 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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 — 79% of 3.0Y peak

79% of all-time peak
49 funds currently hold this stock — 79% of the 3.0-year high of 62 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.
🟠

More sellers than buyers — 49% buying

25 buying26 selling
Last quarter: 26 funds reduced or exited vs 25 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 17 → 9 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

47% of holders stayed for 2+ years

■ 47% conviction (2yr+) ■ 29% medium ■ 24% new
23 out of 49 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.
📊

Peak discovery — momentum slowing

10 → 10 → 17 → 9 → 11 new funds/Q
New funds entering each quarter: 10 → 17 → 9 → 11. OXSQ is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 51% of holders stayed 2+ years

■ 51% veterans ■ 16% 1-2yr ■ 33% new
Of 49 current holders: 25 (51%) 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.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
12 of 49 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in OXSQ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.6
out of 10
Low Exit Risk
Exit risk score 2.6/10 — 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 — OXSQ

In 2026 Q1, 25 hedge funds were net buyers of OXSQ (11 opened a new position, 14 added to an existing one), while 26 reduced or exited (11 trimmed, 15 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. Net selling has persisted for two consecutive quarters. 43% of total institutional value in OXSQ is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 49.

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

-- --

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

Is It Too Late to Buy Oxford Square Cap Corp (OXSQ) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much OXSQ has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 77d ago
OXSQ
-26.0%
XLF
+1220.3%

OXSQ outperformed XLF by -1246.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
OXSQ
-20.6%
XLF
+4.8%

Since the filing became public, OXSQ outperformed XLF by -25.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

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
49 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 49 53 -7.55%
13F Shares 3M 4M -17.73%
Total Value $6M $7M -23.0%
New Positions 11 9 +2
Increased Positions 14 12 +2
Closed Positions 15 18 -3
Reduced Positions 11 20 -9
Total Calls 0 0 -
Total Puts 1 0 100%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: OXSQ

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

49 + investors

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

QUARTER:
Top 25 OXSQ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Virtus Investment Advisers, LLC 0.10% 213,488 $378K
2 Silverberg Bernstein Capital Management LLC 0.10% 106,710 $189K
3 Founders Financial Alliance, LLC 0.03% 84,865 $150K
4 BostonPremier Wealth LLC 0.02% 26,026 $46K
5 Reliant Investment Partners, LLC 0.02% 12,597 $22K
6 First Affirmative Financial Network 0.01% 19,981 $32K
7 LifeSteps Financial, Inc. 0.01% 10,000 $18K
8 United Bank 0.01% 15,420 $27K
9 Kennedy Investment Group, INC. 0.01% 12,492 $22K
10 McIlrath & Eck, LLC 0.01% 65,375 $116K
11 National Wealth Management Group, LLC 0.01% 10,799 $19K
12 Acorn Wealth Advisors, LLC 0.01% 12,447 $22K
13 Ethos Financial Group, LLC 0.01% 41,967 $74K
14 XTX Topco Ltd 0.00% 162,199 $287K
15 International Assets Investment Management, LLC 0.00% 37,470 $66K
16 Parkside Financial Bank & Trust 0.00% 22,170 $39K
17 Kingsview Wealth Management, LLC 0.00% 65,425 $116K
18 Triumph Capital Management 0.00% 3,600 $6K
19 Two Sigma Advisers, LP 0.00% 319,913 $563K
20 Sigma Planning Corp 0.00% 21,310 $38K
21 Alerus Financial NA 0.00% 10,000 $18K
22 Arkadios Wealth Advisors 0.00% 21,217 $38K
23 Hrt Financial LP 0.00% 80,217 $141K
24 SIH Partners, LLLP 0.00% 14,109 $25K
25 Legal & General Group Plc 0.00% 587,348 $1.0M
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 — 2 quarters in a row: For 2 consecutive quarters, 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?

More sellers than buyers — 49% buying: Last quarter: 26 funds reduced or exited vs 25 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for OXSQ holders?

Elite ownership — 43% AUM from top-100 funds: 12 of 49 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in OXSQ. 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 OXSQ?

47% of holders stayed for 2+ years: 23 out of 49 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.

Is it too late to buy Oxford Square Cap Corp (OXSQ) following the 2026 Q1 hedge fund 13F filings?

As of today, OXSQ has moved -20.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of -25.4%. Since the quarter end (March 31, 2026), OXSQ has gained -26.0% vs +1220.3% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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