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OCCI

OFS Credit Co

28 hedge funds and large institutions have $3.99M invested in OFS Credit Co in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

2.08% more ownership

Funds ownership: 9.96%12.04% (+2.1%)

0% more funds holding

Funds holding: 2828 (0)

28% less capital invested

Capital invested by funds: $5.52M → $3.99M (-$1.54M)

Holders
28
Holders Change
Holders Change %
0%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
8
Reduced
4
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VIA
1
Virtus Investment Advisers
Connecticut
$1.34M +$156K +40,922 +10%
Morgan Stanley
2
Morgan Stanley
New York
$1.11M -$317K -83,126 -18%
MWM
3
Meridian Wealth Management
Kentucky
$314K +$414K +108,600 New
KAS
4
Kestra Advisory Services
Texas
$268K +$38.1K +10,000 +12%
Jane Street
5
Jane Street
New York
$268K +$354K +92,776 New
UBS Group
6
UBS Group
Switzerland
$175K +$210K +55,187 +1,046%
LPL Financial
7
LPL Financial
California
$132K -$58.9K -15,464 -25%
XT
8
XTX Topco
Cayman Islands
$121K +$159K +41,811 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$37.6K +$49.6K +13,008 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$37.1K +$118 +31 +0.2%
PFS
11
Prospera Financial Services
Texas
$36.5K +$7.29K +1,913 +18%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$36K +$47.6K +12,482 New
OCM
13
One Capital Management
California
$31.6K +$1.07K +280 +3%
CAM
14
Cresset Asset Management
Illinois
$29.5K +$39K +10,223 New
NA
15
NewEdge Advisors
Louisiana
$16.5K
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$13.1K +$17.3K +4,542 New
NFSG
17
Newbridge Financial Services Group
Florida
$7.68K +$766 +201 +8%
Osaic Holdings
18
Osaic Holdings
Arizona
$7.63K -$9.39K -2,465 -48%
BNP Paribas Financial Markets
19
BNP Paribas Financial Markets
France
$5.76K
PWPS
20
Pinnacle Wealth Planning Services
Ohio
$2.78K
WA
21
WPG Advisers
Maryland
$1.7K +$137 +36 +7%
HWP
22
Highline Wealth Partners
California
$1.45K
AF
23
Allworth Financial
California
$874
HI
24
Harbour Investments
Wisconsin
$741 +$976 +256 New
JP Morgan Chase
25
JP Morgan Chase
New York
$122 +$164 +43 New

OCCI Hedge Fund Activity: Q1 2026 in Review

28 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in OFS Credit Co (OCCI) for Q1 2026, worth a combined $3.99M — down 28% from $5.52M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new OCCI positions and 8 closed out — a net gain of 2 holders — while 8 added to existing stakes and 4 trimmed.

The largest buyer was Meridian Wealth Management, opening a new position worth an estimated $414K. The largest seller was Morgan Stanley, cutting an estimated $317K.

  • 28 institutional investors held OFS Credit Co (OCCI) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $3.99M of OFS Credit Co stock for Q1 2026, down 28% quarter-over-quarter.
  • 10 funds opened new OFS Credit Co positions in Q1 2026 and 8 closed out, a net change of +2 holders.
  • The largest OFS Credit Co buyer in Q1 2026 was Meridian Wealth Management, an estimated $414K added.
  • The largest OFS Credit Co seller in Q1 2026 was Morgan Stanley, an estimated $317K sold.

Based on aggregated 13F filings for Q1 2026.