BLUE OWL TECHNOLOGY FINANCE OTF
$10.46
-1.9% 52w: $9.89 – $13.88
Latest 13F among current holders filed 19 days ago (Jun 16, 2026)
Price — last 12 months
research preview data9.8911.8813.88
Jun 20, 2025 Jul 2, 2026
Institutional holders
169
+32 QoQ
13F value
$2.21B
+24.0% QoQ
Smart-money holders
14
signal tier ≥ 2
New smart buyers
4
Q1 2026
Institutional value by quarter
Number of holders
Who owns OTF?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| REGENTS OF THE UNIVERSITY OF CALIFORNIA ★2 | Fundamental concentrated | 43.6M | $540.5M | 18.0% | Held |
| Mubadala Investment Co PJSC ★2 | Fundamental concentrated | 29.1M | $360.9M | 1.8% | Held |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | Pension sovereign | 20.2M | $250.6M | 0.3% | New |
| Orange County Employees Retirement System | Other | 14.2M | $175.4M | 73.5% | +76.7% |
| Cresset Asset Management, LLC | Wealth advisor | 8.2M | $104.6M | 0.5% | +89.4% |
| State of New Jersey Common Pension Fund E ★2 | Fundamental diversified | 6.3M | $77.7M | 100.0% | Held |
| Cliffwater LLC | Wealth advisor | 5.9M | $73.2M | 19.4% | Held |
| Capricorn Investment Group LLC ★2 | Fundamental diversified | 5.6M | $69.8M | 11.6% | +3.8% |
| UBS Group AG | Bank broker | 4.3M | $52.9M | 0.0% | +2798.3% |
| VAN ECK ASSOCIATES CORP | Diversified mechanical | 3.3M | $40.5M | 0.0% | New |
| CAZ INVESTMENTS LP ★3 | Fundamental concentrated | 3.1M | $38.2M | 46.0% | +166.1% |
| FRANKLIN RESOURCES INC | Long only active | 2.4M | $29.9M | 0.0% | +37.5% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | Other | 2.2M | $27.0M | 1.3% | +12.5% |
| BlackRock, Inc. | Index provider | 1.7M | $21.4M | 0.0% | +92357.2% |
| JPMORGAN CHASE & CO | Bank broker | 1.6M | $20.2M | 0.0% | +443.7% |
| GCM Grosvenor Holdings, LLC ★3 | Fundamental concentrated | 1.4M | $17.5M | 1.9% | +228.2% |
| ARES MANAGEMENT LLC ★3 | Fundamental concentrated | 1.3M | $16.7M | 1.1% | +18.0% |
| Requisite Capital Management, LLC | Wealth advisor | 1.3M | $16.0M | 3.0% | +85.3% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 1.3M | $15.8M | 0.0% | +204.5% |
| Arax Advisory Partners | Wealth advisor | 1.2M | $14.8M | 0.4% | New |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.1M | $13.6M | 0.0% | +54.5% |
| Pine Ridge Advisers LLC | Wealth advisor | 1.0M | $12.7M | 0.9% | +100.0% |
| SOROS FUND MANAGEMENT LLC ★2 | Value conviction | 1.0M | $12.5M | 0.2% | New |
| Rockefeller Capital Management L.P. | Diversified mechanical | 922.7K | $11.4M | 0.0% | +47.9% |
| STEPHENS INC /AR/ | Diversified mechanical | 890.9K | $11.0M | 0.1% | +57.6% |
| ROYAL BANK OF CANADA | Bank broker | 826.3K | $10.2M | 0.0% | +179.0% |
| OMERS ADMINISTRATION Corp | Other | 739.9K | $9.2M | 0.1% | +96.7% |
| PRICE T ROWE ASSOCIATES INC /MD/ | Diversified mechanical | 738.8K | $9.2M | 0.0% | +86.4% |
| WELLS FARGO & COMPANY/MN | Bank broker | 718.5K | $8.9M | 0.0% | +887.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 697.0K | $8.6M | 0.0% | +76.7% |
| Bulldog Investors, LLP ★2 | Fundamental diversified | 675.9K | $8.4M | 1.9% | +9.7% |
| MORGAN STANLEY | Bank broker | 453.8K | $5.6M | 0.0% | +83.9% |
| World Investment Advisors | Wealth advisor | 429.0K | $5.3M | 0.1% | +212.4% |
| Bayshore Capital Advisors, LLC | Other | 403.8K | $5.0M | 2.1% | +164.5% |
| IEQ CAPITAL, LLC | Diversified mechanical | 368.3K | $4.6M | 0.0% | +54.2% |
| Pettinga Financial Advisors LLC | Wealth advisor | 343.6K | $4.3M | 0.8% | +31.4% |
| Summit Financial, LLC | Wealth advisor | 319.9K | $4.1M | 0.1% | New |
| Cerity Partners LLC | Diversified mechanical | 318.2K | $3.9M | 0.0% | +42.7% |
| Sanctuary Advisors, LLC | Wealth advisor | 283.1K | $3.5M | 0.0% | +89.5% |
| Sumitomo Mitsui Trust Group, Inc. | Diversified mechanical | 258.5K | $3.2M | 0.0% | New |
| Fiduciary Trust Co | Other | 242.3K | $3.0M | 0.0% | +86.4% |
| Blue Trust, Inc. | Wealth advisor | 234.8K | $2.9M | 0.0% | +85.0% |
| HighTower Advisors, LLC | Diversified mechanical | 225.0K | $2.8M | 0.0% | +64.5% |
| Blue Pool Management Ltd. ★2 | Fundamental diversified | 198.6K | $2.5M | 100.0% | -68.3% |
| Invesco Ltd. | Index provider | 197.5K | $2.4M | 0.0% | -6.1% |
| North Ground Capital ★3 | Fundamental concentrated | 188.7K | $2.3M | 2.8% | -30.5% |
| DENALI ADVISORS LLC | Other | 188.5K | $2.3M | 0.3% | +74.0% |
| CWM, LLC | Wealth advisor | 185.2K | $2.3M | 0.0% | +100.9% |
| Alpine Global Management, LLC | Quant stat arb | 178.7K | $2.2M | 0.4% | New |
| Callodine Capital Management, LP ★3 | Fundamental concentrated | 175.0K | $2.2M | 0.2% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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